34. Checklist for conducting first appointment

Checklist for conducting first appointment. Great for ensuring consistency. Useful for staff to refer to.

*This item is also available in The Risk Store (paid member access only)

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08. Personal Client First Appointment Confirmation

09. Business client first appointment confirmation

11. Client authority to obtain existing policy info from insurer(s)

13. Advice to client - further action & confirm 2nd appt if applicable

34A. Client multiple authority template – first meeting