Below explains the process which must be followed when processing a mid term adjustment
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Collect all information from the policyholder to enable the mid term adjustment to be processed
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Instruct insurers of the mid term adjustment via phone, internet or email (always look to obtain details of any premium change asap)
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Contact the client to confirm that the mid term adjustment has been processed, and also confirm any premium change
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Detail all telephone conversations on the system.
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Forward all relevant paperwork to the client and diary for documentation/paperwork/payment for 7 days
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Diary for policy documentation - 10 days.
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Forward policy documentation upon arrival.
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MTA PROCESS
