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CLIENTS INSURANCE Issues for Real Estate and Business Lawyers chair Brian Chu Bogart Robertson & Chu October 6, 2016×CLE160100200APUB×DISCLAIMER: This work appears as part of The Law Society of
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01
Start by gathering all the necessary information from the client, such as their personal details, policy information, and any relevant documents or previous claims.
02
Review the client's insurance policy to understand the specific coverage and terms.
03
Assess the client's insurance needs and requirements based on their individual circumstances.
04
Fill out the insurance application or claim form accurately and completely.
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Verify the information provided by the client to ensure its accuracy and completeness.
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Submit the filled-out insurance forms along with any supporting documents to the appropriate insurance company or agency.
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Follow up with the insurance company to track the progress of the client's application or claim.
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Assist the client in resolving any issues or discrepancies that may arise during the process.
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Provide prompt and accurate updates to the client regarding the status of their insurance application or claim.
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Keep proper documentation and records of all interactions and transactions related to the client's insurance issues.

Who needs clients insurance issues for?

01
Clients who have insurance policies or plans
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Insurance brokers or agents assisting clients with their insurance matters
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Insurance companies or agencies handling clients' claims or applications
04
Individuals or businesses seeking proper insurance coverage
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Clients insurance issues are for ensuring that the insurance coverage of the client is properly documented and accounted for.
The responsible party, such as an insurance agent or the client themselves, is required to file clients insurance issues for.
Clients insurance issues can be filled out by providing accurate and up-to-date information about the client's insurance coverage.
The purpose of clients insurance issues is to maintain a record of the client's insurance policies and coverage.
Information such as policy numbers, coverage amounts, and effective dates must be reported on clients insurance issues for.
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