Insurance procedure
Insurance
Procedure
Application Submission
Foresters & Beneva (Pillars Series)
Agen Z must be included in CC (Mandatory)
Other Companies
Automatic reception via system or email
Communication with Insurers
For all direct outreach by the advisor (documents, emails, follow-ups):
Always include Agen Z in CC
⚠ Why is this important?
- Ensures proper file tracking and follow-up
- Prevents unnecessary follow-up requests
- Ensures better overall coordination