54. Claims ancillary benefits checklist

  • $55.00
  • inc GST


Improve your efficiency | Improve your client experience

This is a handy reminder for advisers of the most common ancillary benefits that may be claimable by your client, that case managers may not be aware are applicable (e.g. they may not know of the circumstances that make the benefit claimable, and the adviser does) or that insurers/case managers sometimes miss on legacy products.

Why not add this template to your existing planning software template library today! 

Contact The Risk Store 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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