Which of below is not a part of PAPSDR ?

• Planning

• Approach

• Problem

• Decision

During Preapproach we meet customer to understand profile and details

• True

• False

Which of the following we don't do during Pre Call preparation ?

• Uploading customer details through CSG /Mpro/Mpower

• understanding social status details

• Previous policy details

• Check the fund value/ bonus

during telecalling producer must

• Be aggressive to close call

• Have positive attitude

• Answer all queires

• Disagree to objection and say sorry

Telecalling Do's

• Use your own script

• Avoid objections

• Mutter your message

• Follow the script

While adding a referral lead in CSG, it has to be verified with an OTP and post that only it will reflect as ‘referral lead’ in CSG.

• True

• False

An RM can generate various service requests through

• mPower

• mQuote

• mPro

• IFTIS

______is a lead management tool.

One can get ‘'Policy Related Documents” under which section in  mPower?

• Customer List

• Agent briefcase

• Policy Briefcase

• Forms

A lead which was closed in CSG can be re-opened again

• Can be Opened at any time

• can be opened only after 90 days from Closure

• can be opened only after 30 days from Closure

• Can't open at all