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Below explains the process which must be followed when processing a mid term adjustment

Collect all information from the policyholder to enable the mid term adjustment to be processed

Instruct insurers of the mid term adjustment via phone, internet or email (always look to obtain details of any premium change asap)

Contact the client to confirm that the mid term adjustment has been processed, and also confirm any premium change

Detail all telephone conversations on the system.

Forward all relevant paperwork to the client and diary for documentation/paperwork/payment for 7 days

Diary for policy documentation - 10 days.

Forward policy documentation upon arrival.