TouchPoint Workflow Template

TouchPoint Workflow 5 - Claims Assistance Process

  • $550.00
  • inc GST

The fifth and last template in the series of five time-saving but comprehensive workflow diagrams we've mapped out for enabling you to set up your financial planning software workflows. These will save you and your staff hundreds of hours white-boarding your advice processes. Suitable for holistic wealth advisers as well as life insurance specialists. 

Workflow 5 may not be applicable for all financial advising businesses, but if you provide life insurance advice, you will get a claim one day and you will need a process to efficiently and professionally assist the client through the process. Your staff need to know what to do and be consistent in the methodology too. This workflow has been designed for best practice claims assistance. It is a great basis for setting up your claims assistance service. 

You can spend your valuable time working this out and building it yourself...or you can short-cut and get started by purchasing this workflow template.

*Excluded from member run-off discount

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