
Customer Policy Management
Authored by Jessy Koh
Other
1st - 5th Grade
Used 6+ times

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10 questions
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1.
MULTIPLE SELECT QUESTION
30 sec • 1 pt
Where can Agent download e-Policy ?
Raise
PRUserve Plus
PRUaccess Plus
Pulse by Prudential
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Where can Customer download their e-Policy?
Raise
PRUserve plus
PRUaccess plus or PruBSN Touch
Pulse by Prudential
3.
MULTIPLE SELECT QUESTION
20 sec • 1 pt
By referring to PRUwith you, what are the MAIN AREAS that we need to discuss with our customer during policy delivery? (You can select more than 1 answer)
Death / TPD
Critical Illness (if riders added)
Personal Accident (if riders added)
Medical (if riders added)
4.
MULTIPLE CHOICE QUESTION
20 sec • 1 pt
Where can Customer download e-Medical card ?
Raise
PRUserve Plus
PRUaccess Plus
Pulse by Prudential
5.
MULTIPLE CHOICE QUESTION
10 sec • 1 pt
In the event if customer misplaced their medical card, can they still admit to Hospital?
Yes
No
Not Sure
6.
MULTIPLE SELECT QUESTION
20 sec • 1 pt
Policy sustainability is the number of years the PRUwith you policy is kept INFORCE to provide coverage to the Life Assured, provided there is sufficient cash value in the policy to deduct for all charges required.
True
False
Not sure
Never heard about this term
7.
MULTIPLE CHOICE QUESTION
20 sec • 1 pt
How long is the policy free-look period?
17 Days
15 Days
14 Days
13 Days
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