Knowledge Test

The policy is in Proposal Stage and after investigation of customer’s documents, the application has been cancelled due to non disclosure. Please confirm, which department have authority to cancel the application for Non disclosure.

• NB (New Business)

• Medical Team

• Policy servicing Team

• UW (Underwriting Team)

Mr. Raman, emailed to service team with his application no for cancellation of the policy. Please confirm the 1^st check point by user.

• Verify the payment source

• Verify the Registered mail

• Verify the agent source

Mr. Rohit purchased a policy from the Hdfc Life agent. After that he received the policy document via courier. However, MR Rohit did not agree with the policy features and mailed to service team for cancellation of the policy within Look-in period along with neft details. Please confirm, what will be the user action.

• Customized free look-in sent to customer

• Route the customer at the branch

• Deny the customer

• Accept the look-in request via mail post review of all the check points.

Mr. Paul emailed to service team for the soft copy of policy document. From where we can download the policy document?

• CP Admin and Insta Vass

• Branch account module and Life asia

• TEBT and Information Kiosk

• All of the above

Customer shared only the Application Number and in our records, policy no. not yet generated. From which application, we can check the payment source

• Life Asia and Policy servicing TAB (under CSPS)

• Workflow (TEBT)

• Insta Vass

• None of above

Ms. Priti purchased a policy from Policy Bazar. The policy has been issued (In Force) and before delivery/credit of the policy document, she has approached service team to cancel the policy and shared with us the NEFT details. Please confirm what will be the user action.

• Online customized Look-in link sent to customer

• Route to Branch

• Accept the look-in request via mail

• None of above

Mr. Paul emailed to service team for the soft copy of policy document. Form where we can download the policy document.

• CP Admin (customer portal) and Insta Vass

• Branch account module and Life asia

• TEBT and Information Kiosk

We have only receipt no F4648573. In which action need to put in life asia under Receipt option, to see the payment source .

• G

• K

• J

• C

If the user received the mail from customer for look-in cancellation. After checking all the requirement, user will sent the request to Cops team.  Then what will be the Resolution code in Talisma.

• Sub-interaction created

• sent for processing

• Issue Resolve

• Fr Raised

The customer requested for unit statement and policy document. User shared only policy document. In Audit parameter, which segment user will be mark down.

• OTC

• NON FATAL

• FATAL

• None of above