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TouchPoint - Implementation

A collection of email / letter correspondence, checklists and file note protocol templates for every type of advice practice. Consisting of these items:

  • 12. Client authority to insurer(s) to transfer existing policy/ies to adviser
  • 14. Letter to client to help them prepare for completing insurance apps only
  • 15. Advice to client that application(s) sent to product provider(s) - investments and insurance
  • 16. Advice to client of UW responses: could be used several times
  • 17. Advice to client of final UW decision: could be used several times
  • 18. Advice to client: part of insurance portfolio accepted: could be used several times
  • 19. Advice to client:all policies accepted
  • 20. Advice to client: part of insurance portfolio declined
  • 41. Adviser completes report for staff checking apps
  • 42. Staff checklist for apps
  • 43. Form for submission of new business to insurer/fund managerĀ 
  • 45. Policy declined procedure
  • 46. Letter to insurer holding another application, to advise another policy has been declined
  • 47. Client request to insurer to provide reasons for decline decision
12. Client authority to transfer existing products to adviser

12. Client authority to transfer existing products to adviser
14. Letter to client to help them prepare for completing insurance apps only

14. Letter to client to help them prepare for completing insurance apps only
15. Advice to client that app(s) sent to product provider(s) - investment & insurance

15. Advice to client that app(s) sent to product provider(s) - investment & insurance
16. Advice template to client of u/w responses

16. Advice template to client of u/w responses
17. Advice template to client of final u/w decision

17. Advice template to client of final u/w decision
18. Advice to client template: part of insurance portfolio accepted

18. Advice to client template: part of insurance portfolio accepted
19. Advice to client: all policies accepted

19. Advice to client: all policies accepted
20. Advice to client template: insurance portfolio declined

20. Advice to client template: insurance portfolio declined
41. Adviser completes report for staff checking apps

41. Adviser completes report for staff checking apps
42. Staff checklist for apps

42. Staff checklist for apps
43. New business submission form to insurer/fund manager

43. New business submission form to insurer/fund manager
Policy declined procedure plus checklist image

45. Policy declined procedure plus checklist
46. Letter to insurer holding another app, to advise another policy has been declined

46. Letter to insurer holding another app, to advise another policy has been declined
47. Client request to insurer to provide reasons for decline decision

47. Client request to insurer to provide reasons for decline decision