Client onboarding

Client Onboarding Checklist for Insurance Organizations*

*Section 1: Pre-Onboarding**

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*Section 2: Policy Selection and Setup**

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*Section 3: Premium Payment and Financials**

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*Section 4: Risk Assessment and Underwriting**

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*Section 5: Policy Delivery and Client Communication**

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*Section 6: Compliance and Regulatory Requirements**

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