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Client Onboarding

Initial Contact and Information Gathering

  • Request full legal name, date of birth, address, phone number, and email
  • Verify identification documents such as driver's license or passport
  • Conduct a thorough interview to understand client's current situation and future goals
  • Discuss any existing insurance coverage and gaps in protection
  • Explain the purpose of the forms and the importance of providing accurate information
  • Ensure client understands and signs necessary documents

Product Selection and Proposal

Application and Underwriting

Policy Issuance and Delivery

Follow-Up and Client Education

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