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Documents

Although the main function of InStep is to meet the needs of our members, we do from time to time publish documents that may be of interest to a wider audience. Such documents are detailed below:

TITLE DESCRIPTION

Electronic Trading Protocols Specific controls and obligations which are required to facilitate standard protocols and procedures for personal lines business between insurers, software providers and the insurance broking community.

Sales Process Guidance Provides guidance on the sales process for personal lines insurance.

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