A new customer has requested we contact them to answer questions regarding their policy. Please make contact to provide any additional information or support which may be required.

PlanIT number: [PLANITID]

First Name: [FIRSTNAME]

Email address: [EMAIL]

Phone number: [PHONE]

[QUESTION1] [QUESTION1ANS]

[QUESTION2] [QUESTION2ANS]

[QUESTION3] [QUESTION3ANS]

Many people in vulnerable situations do not consider themselves 'vulnerable’. While the causes of a vulnerability are varied, the common factor among our customers is a difficulty in accessing or understanding the information they need to purchase an appropriate policy and follow the terms and conditions of that policy. Please consider whether this customer could be considered “vulnerable”.