Insurance procedure
Insurance
Procedure
Application Submission
Foresters & Beneva (Pillars Series)
Agen Z must be copied on all submissions
Other carries
Applications are received automatically via system or email
Communication with Carriers
Any direct communication sent by the advisor (documents, emails, follow-ups):
Agen Z must always be copied
⚠ Why is this important?
- Ensures proper file tracking
- Avoids unnecessary follow-ups
- Emproves overall coordination