Renewals: 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
Updated 2023
Procedural Checklist for Renewal of Personal Lines Policies
Updated 2023
Updated 2023
Template renewal wording including FCA Transparency at Renewal elements
NON-ADVISED SALES ONLY
Procedural Checklist for Renewal of Commercial Policies
Updated 2023
NON-ADVISED SALES ONLY
Procedural checklist for Private Car renewals including CMA PNCB prompts
Template including Transparency at renewal text
Template including Transparency at renewal text
Template including Transparency at renewal text
Sample wordings to explain common warranties on commercial policies
Template wording re: unavailability of pandemic cover
Document for unrated insurers or those not covered by the UK FOS and/or FSCS
To be read in conjunction with insurer leaseholder certificate and the summary of cover.