47. Client request to insurer to provide reasons for decline decision
Improve your efficiency | Improve your client experience
Clients will often want to understand more about the reasons they have been declined for insurance. They have a right at law to request in writing to have the reason provided in writing and insurers similarly have an obligation to fulfil this request but also have a right to provide this, if they choose, only to the client’s nominated medical practitioner (usually GP).
This template letter will make writing to the insurer in question, easier for your client.
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.
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