{"id":6935,"date":"2023-11-17T13:21:39","date_gmt":"2023-11-17T00:21:39","guid":{"rendered":"https:\/\/wisdom8.co.nz\/?page_id=6935"},"modified":"2023-11-18T23:32:36","modified_gmt":"2023-11-18T10:32:36","slug":"process-agenda-personal-details-form","status":"publish","type":"page","link":"https:\/\/wisdom8.co.nz\/en\/process-agenda-personal-details-form\/","title":{"rendered":"Process Agenda-Personal Details Form"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.9.10″ background_image=”https:\/\/wisdom8.co.nz\/wp-content\/uploads\/2023\/11\/Personal-detail-form-bg.jpg” parallax=”on” parallax_method=”off”][et_pb_row _builder_version=”4.4.6″][et_pb_column type=”4_4″ _builder_version=”4.4.6″][et_pb_text admin_label=”Header-Personal Details Form” _builder_version=”4.9.10″ header_text_align=”center”]<\/p>\n

Personal Details Form<\/strong><\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.9.10″ background_color=”rgba(255,255,255,0.77)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” max_width=”800px” max_width_tablet=”” max_width_phone=”” max_width_last_edited=”on|desktop” custom_padding=”40px|50px|50px|50px|false|true”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_blurb use_icon=”on” font_icon=”%%75%%” _builder_version=”4.9.10″ _module_preset=”default”][\/et_pb_blurb][et_pb_text _builder_version=”4.9.10″ _module_preset=”default”]<\/p>\n

Before our meeting, we need to obtain your relevant information to provide more accurate quotation and suggestions, thank you.<\/h5>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/forms.gle\/7hcpBjAZW1Vi7Hk7A” url_new_window=”on” button_text=”Proceed to fill in Personal Details Form” button_alignment=”center” _builder_version=”4.9.10″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#b21717″ button_border_width=”0px” button_border_color=”RGBA(0,0,0,0)” button_use_icon=”off” hover_enabled=”0″ sticky_enabled=”0″][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.9.10″ _module_preset=”default” custom_padding=”||0px||false|false”][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_divider show_divider=”off” _builder_version=”4.9.10″ _module_preset=”default”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.9.10″ background_color=”rgba(255,255,255,0.77)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” max_width=”800px” custom_padding=”40px|50px|0px|50px|false|true”][et_pb_column type=”3_5″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Process Agenda” _builder_version=”4.9.10″ _module_preset=”default”]<\/p>\n

Process Agenda<\/strong><\/h1>\n

Meeting Agenda & Six Steps to ensure that you find the insurance products and services that suit you.<\/p>\n

[\/et_pb_text][et_pb_divider color=”#888888″ divider_position=”bottom” _builder_version=”4.9.10″ _module_preset=”default”][\/et_pb_divider][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/wisdom8.co.nz\/wp-content\/uploads\/2023\/11\/Wisdom8-Advice-Process-Agenda-image.png” title_text=”Wisdom8-Advice-Process-Agenda-image” _builder_version=”4.9.10″ _module_preset=”default”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.9.10″ background_color=”rgba(255,255,255,0.77)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” max_width=”800px” custom_padding=”30px|50px|30px|50px|true|true”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Steps” _builder_version=”4.9.10″ _module_preset=”default”]<\/p>\n

Step 1\u00a0 |<\/span>\u00a0 <\/strong>About Wisdom8 \/ Client Options <\/strong><\/h3>\n
    \n
  • Who is Wisdom8<\/li>\n
  • What is Risk Management<\/li>\n
  • How to Understand Insurance<\/li>\n
  • Client Options\n
      \n
    • Do not wish to Proceed<\/li>\n
    • Limited Advice<\/li>\n
    • Full Advice<\/li>\n<\/ul>\n<\/li>\n
    • Establish Terms of Scope of Service\/Engagement<\/li>\n<\/ul>\n

       <\/p>\n

      Step 2\u00a0 |<\/span>\u00a0 <\/strong>Gather Client Facts and Information <\/strong><\/h3>\n

      (Private and Confidential)<\/p>\n

        \n
      • Personal details form<\/li>\n
      • Health Questionnaire<\/li>\n<\/ul>\n

         <\/p>\n

        Step 3\u00a0 |<\/span>\u00a0 <\/strong>Adviser Processes Information<\/strong><\/h3>\n
          \n
        • Quote & Product Research<\/li>\n<\/ul>\n

           <\/p>\n

          Step 4\u00a0 |<\/span>\u00a0 <\/strong>Findings, Priorities, Budget<\/strong><\/h3>\n
            \n
          • Present Findings – Advice meeting<\/li>\n
          • Determine Priorities, Budget and Next Steps<\/li>\n
          • Statement of Advice<\/li>\n<\/ul>\n

             <\/p>\n

            Step 5\u00a0 |<\/span>\u00a0 <\/strong>Implementation Recommendation<\/strong><\/h3>\n
              \n
            • Complete Application<\/li>\n
            • Finalise Solution<\/li>\n
            • Policy in place<\/li>\n<\/ul>\n

               <\/p>\n

              Step 6\u00a0 |<\/span>\u00a0 <\/strong>Confirm Policy and Documents<\/strong><\/h3>\n
                \n
              • Receive Policy Documents<\/li>\n
              • Establish Service Agreement – Policy review as you prefer<\/li>\n
              • Referrals<\/li>\n<\/ul>\n

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                Personal Details Form l Before our meeting, we need to obtain your relevant information to provide more accurate quotation and suggestions, thank you. Proceed to fill in Personal Details Form Process Agenda Meeting Agenda & Six Steps to ensure that you find the insurance products and services that suit you. 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