Page 9 - Thrive Business Process

CONFIRMATION NOTIFICATION

Once the Change of DD/CC is Receive notification via
confirmed, use the template to Client, Adviser & Insurer
notify Client.
Create PD Deal in your Admin Pipeline

NOTIFICATION

CONFIRMATION AUDITING

FOLLOW-UP CROSS-CHECKING

Create a task to follow-up See if all details are complete
with Insurers in 2 business days. on PD and
Google Drive.

ACTION PLAN DOCUMENTATION

PAYMENT FORM

CHANGE

NON-RESPONSE
DIRECT DEBIT FORM
If no response received,
use the template and Pre-complete DD or Credit Card
send them to Insurers. Authority with the client details.
COMMUNICATION COMMUNICATION
Cross-check details with systems

PLANNING

E-mail client using the template.

TASK

ACKNOWLEDGEMENT TASK

If response received, use template Create a task to check if response
and send form to Insurers. has been received from client
in 5 business days.

DIRECT DEBIT AUTHORITY

PROCESS