14. Letter to client to help them prepare for completing insurance apps only
Improve your efficiency | Improve your client experience
This client letter template is designed to help prepare them for completing their insurance application/s - a sometimes daunting (for the client) and time-consuming (for the adviser) step when the client isn't properly prepared for this important part of your advice delivery service. This solves it.
Why not add this template to your existing planning software template library today!
*This item is also available in The Risk Store (paid member access only)
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15. Advice to client that app(s) sent to product provider(s) - investment & insurance