TouchPoint by The Risk Store logo

31. Client how-to-claim instructions template

  • $55.00
  • inc GST

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!

GST, shipping and discounts will be calculated at checkout.

We Also Recommend

People who bought this product, also bought