The office·Finance & insurance·The file, summarised for the decider
One page in front of the person who decides.
On the call, we would ask
- How long does the person who decides spend reading before they can decide?
- What do they look for first, and could that be on page one?
- What does an unusual file look like, and would a summary flag it?
- How would you check that the summary was faithful?
Also under Finance & insurance
- Documents in: statements, applications, claims
- The file, summarised for the decider
- Service questions, answered from the record
- The decisions that stay licensed