Your organisation requires all new business documents be scanned and saved electronically once they are checked for accuracy. They also require that you update the database system with the new business policy number issued by the insured. In your client documentation it notes that several policy documents were received, checked for accuracy and posted to the relevant clients. 

You discover that a broker did not save a copy of the schedule nor update the database system with the new business policy number. How do you rectify this?

Answer rating: 100% (QA)

To rectify this situation you should first contact the broker who handled the policy and expla... View the full answer