MOST IMPORTANT FEATURES Rank which is most important to the client (in the order of importance 1 is most important) – Price of the Insurance: Lower Excess: Paying Record / Service: The Insurer’s Claim Credit Rating / Financial Strength: The Insurer’s Australian Insurer: Other (Insert details of Other): Other Discussions or recommendations: ……………………………………………………………………………………………………………………………… ……………………………………………………………………………………………………………………………… ……………………………………………………………………………………………………………………………… ……………………………………………………………………………………………………………………………… Completed by: Date: ……………………………………. / / …… ……… 20……
MOST IMPORTANT FEATURES Rank which is most important to the client (in the order of importance – 1 is most important) Price of the Insurance: Lower Excess: The Insurer’s Claim Paying Record / Service: The Insurer’s Credit Rating / Financial Strength: Australian Insurer: Other (Insert details of Other): Other Discussions or recommendations: ……………………………………………………………………………………………………………………………… ……………………………………………………………………………………………………………………………… ……………………………………………………………………………………………………………………………… ……………………………………………………………………………………………………………………………… Completed by: ……………………………………. Date: …… / ……… / 20……
aai_home_needs_analysis_client_v0613.docx