Client onboarding package

This package includes all the proper documentation required when onboarding new clients and how to properly manage and file confidential records/documents . Each client needs to be assessed before onboarding as new client and this package will assist in the process.

As you maybe or may not plan to work with insurance companies , it is very important to obtain certain documents and keep records for legal purposes.

All the necessary steps will be provided . Guidance will be given through the entire process.