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!
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