Important Reminder – Quote Requirements

We understand that you wish to get back to your clients as soon as possible, with a great rate and market comparatives. Our TSA quote requirements template (an excel document) details what is needed to provide these quotes.

The template includes:

  • A product overview – brief descriptions of each
  • Benefit structure page – you can detail your client’s requirements here
  • Member data layout section – any easy to copy spreadsheet (excel format) which details the information required.
  • Notes section for special requirements or considerations

Please also remember that category descriptions are compulsory. In addition, we ask that the data includes the members’ full salary for risk purposes, especially for Disability Income Benefit/Permanent Health Insurance (PHI).

The template is downloadable here or you can ask your Associate or the quotes team, who will send it through to you.

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 7. Issue 11)

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