08 May 2024
Subject:
Ensuring Adherence to Funeral Policy Payments
Dear Team,
It has come to our attention that there have been instances where clients have not been paying the correct amounts towards their funeral policies. As such, it is imperative that we address this matter promptly to ensure the integrity of our policies and the satisfaction of our clients.
Effective immediately, all staff members are required to diligently verify that clients are paying the correct amounts in accordance with their respective funeral policies.
To facilitate this process, please adhere to the following guidelines:
1. Thorough Policy Review: Before processing any payments, thoroughly review the client's funeral policy to confirm the premium amount.
2. Clear Communication: Clearly communicate the payment requirements to clients, ensuring they understand the correct amount to be paid.
Adhering to these guidelines will not only enhance the overall customer experience but also uphold the integrity of our services and policies.
Thank you for your attention to this matter.
Warm regards,
__________________________
Hanli Nel
Insurance Admin Manager
Wisani & NLA
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Noted