RE-TEST FOR NEW JOINERS

Mr. Rohit purchased a policy from HDFC Life. After issuance of the policy, customer requested to us via mail for cancellation. Also, as per records, policy document not delivered to client. In that scenario, if we share the look-in request to COPS team, then which CCH need to pass in life asia.

• FULLREF

• FULLPAYMENT

• GRTEL

• SERMADE

If the Initial payment done via online Bill. Client requested for look-in cancellation. What will be correct option.

• If NEFT details is available in system, then we will not raise the FR for NEFT and share the same to COPS team for further process.

• We will share the look-in request to COPS team without checking the NEFT details.

• None of above

The unit link plan’s lock-in period is ____ years

• 6 years

• 5 Years

• 3 Years

• 2 Years

Mr. Asish purchased a TERM plan and Physical medical Test was done and policy is INFORCE. Customer requested to us for look-in cancellation before receiving the Policy document/credited to EIA account. Please confirm which charge is applicable for look-in charges.

• Stamp duty

• Risk premium

• GST

• Medical

Mr. Shyam purchased a offline policy from agent on 1^st Jan 2023. As per records, policy document was RTO (return to origin). Customer requested to us for look-in cancellation after 3 months along with all the require documents. Can we accept the look-in request.

• Yes

• No

If the online success done then UTR no is generated. Please confirm, if the statement is correct.

• Yes

• No

We can check the product Features from

• Ready Reckoner

• Ready Reference

• Information Kiosk

Free look-in customized link is generated from which application

• CSPS

• Insta Serve

• Insta Ops

• None of the above

We have only receipt no Application no. 1210091052118. Which action we need to put in life asia under Receipt option, to see the receipt no

• L

• M

• C

If we need to refund look-in charges with valid reason, then we will follow the ____ process

• Ex-gratia Process

• Exception process

• Extra-ordinary

• None of above