Getting prospect/client's medical records is crucial to do proper insurance planning / review. In this tutorial, you will learn how to do it the right way:
[Client Name] - Consent for Release of Information Letter
Email Content:
Dear [Hospital] Medical Record Unit,
Good day! I’m [Agent Name], servicing insurance agent for [Client/Prospect] with Tokio Marine Life. Please find attached Consent for Release of Information Letter for my client (NRIC attached) regarding his/her admission to [Hospital Name] during [Admission Dates] & subsequent follow-ups (if any). Please advice. Thank you.