Insurance procedure
PROCEDURE
Insurance
APPLICATION SUBMISSION
Foresters & Beneva (Série Piliers)
Agen Z must be copied
Other companies
Automatic receipt through the system or by email
COMMUNICATION WITH INSURERS
For any direct communication sent by the advisor (documents, emails, follow-ups):
Always copy Agen Z
Why is this important?
- Ensures proper follow-up on files
- Avoids unnecessary reminders
- Ensures better coordination