Agency OBX - Day 9 Part-2

Where can an FC create a Lead?

• InstaFR

• mSD

• InstaVerify

Once a lead is successfully created by your FC, where can you find the same?

• mSD

• InstaQuote

• InstaFR

• InstaVerify

Which of the below payment methods is not an example of online payment?

• UPI

• Credit Card

• Netbanking

• Cheque

Which questionnaire needs to be filled mandatorily with all the Life Insurance applications?

• Diabetes

• Covid

• Financial

• Agricultural

PAN is mandatory to be submitted along with application forms.

• TRUE

• FALSE

To apply for a Term plan, the Product Category one needs to select is:

• Protection

• Savings

• Health

• Retirement

Who needs to fill in the CCR?

• ACH

• FC

• CH

• Life Assured

Customer needs to provide AVF consent from__________

• Family member's number

• Registered mobile number

• Any self owned mobile number

Which application is used to upload FRs other than mSD?

• Instamix

• InstaQuote

• InstaVerify

• InstaFR

Composite link helps the customer with: 1. Payment 2. Customer Consent form 3. Renewal mandate (eNACH + NEFT) Identify whether the statement is True or False

• TRUE

• FALSE