41. Checklist For Application Completion
Improve your efficiency | Improve your client experience
For financial advisers.
Either the adviser or a client support staff will be conducting the eApp with the client, so this checklist will pick up any peripheral requirements. This aids efficiency and essential for avoiding time delays.
Why not add this template to your existing planning software template library or business procedures today!
*This item is exclusive to The Risk Shop and is not available in The Risk Store.
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14. Letter to client to help them prepare for completing insurance apps only
15. Advice to client that app(s) sent to product provider(s) - investment & insurance