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 manager 
  • 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