34. Checklist for conducting first appointment

$22.00

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)

Contact The Risk Store 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.

We Also Recommend

08. Personal Client First Appointment Confirmation

09. Business client first appointment confirmation

10. Business discovery form template (fact finder)

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

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