57. Report to referrer after claim submitted
Improve your efficiency | Improve your client experience
For Financial Advisers looking to develop referrer relationships
The final template letter in the referrer template series, reporting to your referrer partner after the client claim is submitted to the insurer/s. There is two text versions included for you - one for 'Living Claim', the other for 'Death Claim'.
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!
*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
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.
