Week Six

Thought Express in Depth and Claims

This week we'll cover:

1. Contract Financial Update (TE)

• Decreasing cover; Removing products from a policy.

• Increasing cover; Adding new products to a policy.

2. Claims

• Claims Overview

• Logging a death on TE

• Escalating to Claims team

3. Claims Notification

• Refunds

4. Practical application of what we've learned so far.