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The Scheme

Tell us about your idea for the business
Scheme Name / Sector*
Is this an existing scheme or a new scheme?*
- Existing
- New
Broker Profile
(brief summary of expertise and knowledge of the sector, staffing, links to associations)
Client Profile
(size of opportunity, typical client, ideal customer criteria, customer needs)
Competitor Analysis
(competitor products / pricing, website links, gaps in market?)
Scheme Distribution
(how do you plan to distribute this scheme?)

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The Scheme

Tell us about your idea for the business
Financial Plan
(3 or 5 year growth plan)
Product Information
(Covers required, details of package solutions, principal exclusions, enhancements, why is this needed?)
Rating Structure
(Complex / simple, minimum premiums, package premiums)
Referrals
(What will the referral process be? What are the common referrals?)

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Additional Details

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Conduct Information
(Does the broker operate any other delegated authorities, anyone else involved in the sales process, FCA status)
Complaints Procedure
(Operation of log, escalation procedure, volume as a percentage of policy count)
Process
(What is the process for the new business/renewals, what is the claims procedure?)
Key Dates and Timescales
(Current carrier, how long has the scheme been established, renewal date, sales conferences, marketing oppotunities)

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Appendix

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Additional Notes
(Tell us anything else you think might be important)
Uploads
(Upload any documents that could help i.e NDA, Business Plan, Financial Plan)
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