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! 

GST, shipping and discounts will be calculated at checkout.


We Also Recommend


People who bought this product, also bought