15. Advice to client that app(s) sent to product provider(s) - investment & insurance
Improve your efficiency | Improve your client experience
Keep your clients informed. A ready to use template for advice to client that their application(s) have been sent to the product provider(s) - either investments and insurance.
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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14. Letter to client to help them prepare for completing insurance apps only