Group Risk with TSA – Acceptances

If a client wants to accept a quote, the person from whom the quote was received should be notified and they will have the necessary acceptance forms sent out.

Once the completed and signed acceptance forms are received by TSA we will put an electronic and/or hard copy acceptance pack together that is normally sent to the broker for onward delivery to the client. If previous cover was in place it will also be necessary for us to receive proof of cover (acceptance letters) for members who are over the medical proof free limit in order to do this.

The acceptance pack will include the following:

  • Acceptance letter confirming start date, benefits, rates, banking details to be used for monthly premium payments, medicals required for individuals over the proof free limit and who the relevant contact people are for that group in the other teams at TSA.
  • Benefit statements
  • Beneficiary nomination form to be completed by every member and kept by the employer until claims stage
  • Member schedule showing each member’s potential and accepted covers
  • Terms and conditions
  • Full policy wording
  • Medical forms (if required)

An easy reference, printable list of the team contacts can be found here.

Thank you and regards,
The TSA Team

You’ll find all back issues of TSA Connect by visiting our blog.

All information provided is intended to inform and explain, but please remember to always check the current terms on policies when considering options and advising clients.

(Vol. 6 Issue 24)

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