With reference to our previous reminder about quote requirements, if a client wants to accept a quote, the relevant quotes person can be notified and they will have the necessary acceptance forms sent out.

At this time there are a few key tips to help make your implementation experience a simple and efficient one:

Once the necessary information is received by TSA we put together an electronic and/or hard copy acceptance pack. This is normally sent to the broker for onward delivery to the client.

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 15)