56. Report to referrer after client insurance claim completed

  • $55.00
  • inc GST

Improve your efficiency | Improve your client experience

For Financial Advisers looking to develop referrer relationships
This easy-to-use, time-saving template is designed specifically to advise your referrer partner that you have been advised of a claim by one of their clients.
This advice will never contain any information about the client’s medical condition.

We've provided appropriate pro-forma text for 'living' AND 'death' insurance/s. Consistent communication is so important in maintaining those referral relationships and will be appreciated.

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

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