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Home > Create a checklist for an insurance brokerage process

Create a checklist for an insurance brokerage process

Client Onboarding

Collect client information

Verify identification documents

Assess client needs and objectives

Schedule initial consultation

Policy Selection

Present available insurance products

Explain policy features and benefits

Discuss premium options and payment plans

Assist in selecting the appropriate policy

Documentation

Complete insurance application forms

Gather necessary supporting documents

Review and sign the policy agreement

Ensure compliance with regulatory requirements

Policy Issuance

Submit application to the insurance provider

Follow up on application status

Receive policy documents from the insurer

Review and confirm policy details with the client

Client Communication

Provide clients with policy documents

Explain policy terms and conditions

Set reminders for policy renewals and reviews

Establish ongoing communication for updates and changes

Claims Process

Educate clients on the claims process

Assist clients in filing claims

Follow up on claim status with the insurer

Communicate claim outcomes to clients

Post-Sale Support

Schedule regular check-ins with clients

Address any questions or concerns

Update clients on new products or changes

Provide information on policy modifications or additions

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