Page 13 - Thrive Business Process

AUDITING

FORM

Send a Task to Gesina to Audit
the application form.

APPLICATION

FORM

Check completion of client's file; AUDIT
CRA, SON/SOA (if advise is required), APPLICATION FORM
Signed Application Form & Illustration. COMPLETING

DETAILS

If incomplete; send a task
for the Adviser to complete the form.
STEPS

DOCUMENTATION NEW APPLICATION CONCLUSION
to

FINAL

DOCUMENTATION

Forward the Offer of terms
and Underwritings
to Gesina and BCC to PD. SUBMISSION

SUBMISSION OF
APPLICATION
CONFIRMATION

Upon completion; send the application
to the Insurer(s) along with the Illustration.

CONFIRMATION

STAGE

Print the confirmation e-mail
from the insurer and save to Profile & PD.

Chris

NEW APPLICATION Gesina

PROCESS