New Business Checklists and Letter Templates
Click on the link below and enter your username and password to download the document
Members are encouraged to personalise the documents to fit their corporate style, however
no changes to the actual procedure or wordings should be made without checking with the
dCL Helpdesk on 01604 709942 – Email: helpdesk@dartcompliance.co.uk
Distance sales checklist for Consumer sales
Distance sales checklist for NON-Advised Consumer sales
Face-to-face sales checklist for Advised Consumer sales
Face-to-face sales checklist for NON-Advised Consumer sales
Updated 2021
Updated 2023 Document incorporating Consumer Insurance Act disclosure.
NON-ADVISED SALES ONLY
Updated 2023
Updated 2023
NON-ADVISED SALES ONLY
Updated 2023
Updated 2023
To be read in conjunction with insurer leaseholder certificate and the summary of cover.
Private car F2F checklist with CMA PNCB Script.
Private Car distance (telephone) checklist including CMA PNCB script.
Private car quote including CMA PNCB wordings.
Pre-existing medical conditions (PEMCs)
Pre-existing medical conditions (PEMCs)
Brief explanation of common commercial policy conditions and exclusions
Script for sales of premium finance including affordability questions
Template wording re: unavailability of pandemic cover
Document for unrated insurers or those not covered by the UK FOS and/or FSCS.
This form should be used where vulnerability cues are identified which will require specific future actions.