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:

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)