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Questions to be asked regarding service should cover:
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How accurate are illustrations and related performance figures?
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Is the documentation prepared properly?
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How soon are queries answered and mistakes rectified?
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Are proposals processed without delay, and premiums applied correctly?
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Are policies and bonus notices issued on time and accurately?
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How responsible are client contact staff?
NB. It is important to realise that processing, administration,
technical and clerical errors can be just as damaging as poor investment
performance