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Customer Policy Management

Authored by Jessy Koh

Other

1st - 5th Grade

Used 6+ times

Customer Policy Management
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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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