51. Claims assistance procedures

  • $220.00
  • inc GST

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! 

*This item is exclusive to The Risk Shop and is not available in The Risk Store.

Click this link: The Risk Store Discount 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.

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