New business submission

I am trying to track down a template for new business submissions, instead of writing a covering letter every time. Does anyone know where I might be able to find something? I've tried SimplyBiz but have drawn a blank there. If anyone could point me in the right direction it would be much appreciated - thanks!

Comments

  • What do you mean by 'new business submissions'? A document to the provider for new business or confirmation to the client that you've submitted the business?

  • Hi Aron - I was referring to a document/template for the provider to tell them what is enclosed; something that can be completed without having to faff around with creating a new letter each time

  • Having worked for a provider a long time ago my preference was a brief letter saying what was in the pack, what they wanted done, and who to speak to if there was a problem. Felt a bit more personal, but could easily be set up as a template in your chosen backoffice.

    Chartered Financial Planner FPFS APP Chartered MCSI
    Head of Technical at EQ Investors

    Twitter: https://twitter.com/danatkinsonuk
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  • The closest thing I've used before was the attached. Not sure if any use or not!

    You could tweak this so provider name/address was pre-populated/automated and then you could manually tick boxes, write notes etc.

    Jonny (paraflex)
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