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Home > Insurance > realizar o processo de levantamento de perfil para preparar propostas de seguros de vida individual

realizar o processo de levantamento de perfil para preparar propostas de seguros de vida individual

Step 1: Collect Personal Information

Step 2: Assess Health and Lifestyle

Step 3: Evaluate Financial Situation

Step 4: Determine Coverage Needs

Step 5: Assess Risk Factors

Step 6: Review Policy Options

Step 7: Prepare Proposal

Step 8: Present Proposal and Recommendations

Step 9: Finalize Application

Step 10: Follow-up and Underwriting

Step 11: Policy Issuance

Step 12: Ongoing Service and Support

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