Renewal checklists & draft letters
This is the page from which subscribers to dart COMPLIANCE LIMITED can access the template renewal procedures and letters designed to assist in meeting the regulatory compliance standards and requirements. Members are encouraged to personalise the documents to fit their corporate style, however no changes to the actual procedures should be made without checking with the dCL Helpdesk on 01604 709942 – Email: helpdesk@dartcompliance.co.uk
Procedural Checklist for Renewal of Personal Lines Policies 07/2018
2023 Template renewal wording including FCA Transparency at Renewal elements
NON-ADVISED SALES ONLY
Document explaining the impact of the Insurance Act 2015 for commercial customers
2207 Procedural Checklist for Renewal of Commercial Policies 07/2018
2023 Insurance Act version
2023 Insurance Act version
NON-ADVISED SALES ONLY
Word Document
Procedural checklist for Private Car renewals including CMA PNCB prompts 07/18
2023 Template including Transparency at renewal text
2023 Template including Transparency at renewal text
2023 Template including Transparency at renewal text
2023 Template including Transparency at renewal text
2023 Template including Transparency at renewal text
Sample wordings to explain common warranties on commercial policies
Nov 2020 UPDATE
Nov 2020 UPDATE
Template wording re: unavailability of pandemic cover
2104 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.