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  • Survey Process

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    Domingos Pinto
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    The document outlines the typical stages of a first party insurance claim which includes: providing initial telephone or email advice to clients to confirm details, sending a survey form to obtain full claim details, and receiving a completed survey with full claim details back from the client.

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    Process

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    The document outlines the typical stages of a first party insurance claim which includes: providing initial telephone or email advice to clients to confirm details, sending a survey form to obtain full claim details, and receiving a completed survey with full claim details back from the client.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    5 views1 page

    Survey Process

    Uploaded by

    Domingos Pinto
    The document outlines the typical stages of a first party insurance claim which includes: providing initial telephone or email advice to clients to confirm details, sending a survey form to obtain full claim details, and receiving a completed survey with full claim details back from the client.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Figure 1: Typical stages of a first party claim

    First advice from clients

    Telephone advice Confirm Proponent /


    E-mail policy details
    Kit system

    Send Survey form to client

    Full confirmed survey details


    from client

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