MTA PROCESS A SelectSmart.com Flowchart by Marc Kirker To print this page, right mouse click, open "Print preview", "Print" or a similar option depending on your browser, then use the controls to size this page appropriately. Go to SelectSmart.com/flowchart/flowchart.php?id=1001671 for the original version of this flowchart. Find and create other free decision making tools at SelectSmart.com. Use our interactive selectors to find the best college, best career, right religion, most appropriate dog breed, best college major and more.

SelectSmart.com® Make Your Own Flowchart © SelectSmart.com. All Rights Reserved.

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.