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BusinessMTA PROCESS
By Marc Kirker
Category: Business. Viewed 482 times. Created September 2014.     Disclaimer.   
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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.