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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!

*This item is exclusive to The Risk Shop and is not available in The Risk Store.

Click this link: The Risk Store Discount to obtain your member discount code -
Associate & Professional level members eligible only.

Professional & Associate members get 10% and 5% respectively off selected items 

GST, shipping and discounts will be calculated at checkout.

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