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Stages 1 and 2 - Client Engagement
Stage 3 - Initial Interviewing
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Stage 6 - Product Research
Stage 7 - Structuring the Advice Document
Stage 8 - Presenting the Advice Document
Stage 9 - Managing the Client's 'Tailoring' Decisions
Stage 10 - Completing the Paperwork
Stage 11 - Field Underwriting
Stage 12 - Managing the Submission Process
Stage 13 - Communicating the Underwriting Progress
Stage 14 - Finalising the Portfolio
Stage 15 - Pre-empting the Review Process
Stage 16 Claims Management
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