Quote requirements template

We understand that you want to get back to your clients as soon as possible, with a great rate, and market comparatives. To make your lives simpler, we’ve put together a TSA quote requirements template, to help us get all the required information with as little hassle to you, as we can.

The template includes:
•         A product overview
•         Benefit structure page
•         Member data layout section
•         Notes section for special requirements or considerations

The template is available from your Associate or the quotes team.

Thank you and regards,
The TSA Team

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