56. Report to referrer after client insurance claim completed
Improve your efficiency | Improve your client experience
For Financial Advisers looking to develop referrer relationships
This easy-to-use, time-saving template is designed specifically to advise your referrer partner that you have been advised of a claim by one of their clients.
This advice will never contain any information about the client’s medical condition.
We've provided appropriate pro-forma text for 'living' AND 'death' insurance/s. Consistent communication is so important in maintaining those referral relationships and will be appreciated.
Why not add this template to your existing planning software template library today!
*This item is exclusive to The Risk Shop and is not available in The Risk Store.
Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
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