51. Claims assistance procedures
Improve your efficiency | Improve your client experience
Every financial adviser providing financial protection advice, should be able to assist clients with the claims process when time comes. Are you unsure on what to cover off on with assisting with claims? Need your staff to follow consistent processes and procedures?
Try this claims assistance procedure checklist for starters. There are 4 different entry points into a claim for you as an adviser. Initial procedures are listed depending on how you become involved, then standard ongoing support and assistance procedures are listed for after the initial responses.
Why not add this template to your existing business procedures today!
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