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Plug and Play/Benenden

Authored by Darrel Jackson

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Professional Development

Used 1+ times

Plug and Play/Benenden
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11 questions

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1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

How do you ensure that the policy is recorded as your sale?

Ensure logged in as yourself on adviser platform

Put a message in the Teams chat

Email to distribution group with screenshot of application page

Write it down for own records

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What needs to go in the 3rd party reference box on a Benenden policy?

NEW CUSTOMER

URAE Reference

Your name

ULC Reference

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

1.       What commission should a Benenden customer be sold at?

0%

10%

17.5%

25%

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What do you need to ensure you do when processing a Benenden policy?

Log in as Benenden on the Adviser platform

Write Benenden in the 3rd party ref box

Locate customer on Twilio

Introduce self as Benenden Health adviser

5.

MULTIPLE SELECT QUESTION

45 sec • 1 pt

What options are available for a Benenden or CX customer to buy a Uinsure policy? (Select All That Apply)

QR Code

Email Link

SMS Link

Telephone Call

Postal Direct Debit Form

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which insurance provider did they offer for home insurance before Uinsure?

Legal and General

Payment Shield

UIA

Admiral

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What do Benenden Health primarily deal with?

Health Care Plans

Life Insurance

Critical Illness Cover

Pharmaceuticals

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