INSURETY CONSULTANTS USE ONLY

Consultants Literature Library

This is for UK Consutlants use only. You will need Adobe Reader to view or download the documents.

Demands and Need Recommendation Sheets (matrix codes)

  Sovereign Demands & Needs

  Avalon Demands & Needs

  PMI Demands & Needs

  Term Family Demands & Needs

  Term Mortgage/Unemployment Demands & Needs

  PHI Demands & Needs

Data Capture Forms

  Home Insurance Data Capture Form

  Home Insurance Data Capture Form (Word Format - can be emailed and completed online)

  Mortgage Data Capture Form

  Mortgage Data Capture Form (WORD Format)

  Business Protection Data Capture Form

  Business Protection Data Capture Form (WORD format)

Miscellaneous

  Key Facts Document                                                    Product & Advice Disclosure

  Third Party Declaration                                                Stock Request Form

  Initial Credit/Debit Card Payment Form                   Business Card Application Form

  Observation and Action Form (Managers only)