31. Client how-to-claim instructions template
Improve your efficiency | Improve your client experience
This note template is to advise the client of the next steps after the adviser has informed the insurer of the pending claim.
Insurers generally send claim forms only direct to clients, hence this wording.
Why not add this template to your existing planning software template library today!
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Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
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