52. Claim form completion meeting procedure (living insurance claim only)

  • $55.00
  • inc GST

Improve your efficiency | Improve your client experience

Claim form completion meeting procedure (living insurance claim only).

Procedure to date:

  • You have previously acknowledged client’s advice of possible claim, you’ve arrangedclaim form and you requested they contact you when claim form arrives
  • Client has now contacted you to advise they have received claim form
  • You have arranged meeting to complete form with client, either face-to-face or via telephone or online (Skype or Go2Meeting meeting)

This procedure is essential for you and your staff to deliver a consistent experience for the claiming client and ensure all the T's are crossed and I's are dotted. Consisting of 3 sections including: a Meeting Preparation (7 items), Checklist For The Meeting (6 items) and During Meeting Or Call With Client (8 items).

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