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65. Filenote protocols

    • inc GST

Use this to mandate the format of file notes in client file records. Ideal for large advisory practices or dealer groups.

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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11. Client authority to obtain existing policy info from insurer(s)
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13. Advice to client - further action & confirm 2nd appt if applicable