Inbound Feb 24

How many plan options are available under HDFC life Smart protect plan?

• 3 Plan options
• 2 Plan options
• 4 Plan options
• No plan options

What is the maturity benefit in HDFC life Smart protect plan under plan option Level cover with capital guarantee?

• Customer will receive the Fund value as on date of maturity
• Customer will receive the Sum assured
• Customer will receive total premiums paid
• Customer will receive Highest of 1. Fund value as on date of maturity, 2. Total premiums paid

How much fund switch charges will be applicable in HDFC life Smart protect plan?

• Online 25/- , offline 296/- per request
• 25/- per request
• No charges will be applicable as per plan
• 296/- per request

What is the Revival period in HDFC life Click 2 achieve plan?

• 3 Years
• 5 Years
• 2 Years
• 4 Years

What is the minimum Top-up amount in HDFC life Smart protect plan?

• INR 10000
• INR 5000
• INR 20000
• INR 50000

Mr.Ram called customer care to enquire about the surrender process.What we need to inform on call? Plan: HDFC life Sanchay plus

• Will probe the reason> Retain the customer> Will share the surrender link to upload the documents to process
• Will ask the customer to visit the HDFC life branch for surrender process
• Will probe the reason> Transfer the call to Save desk
• Will ask the customer to drop a mail to [e-mail]

What is the death benefit in HDFC life Sampoorn Nivesh plan under Classic Benefit (Life Option)?

• Higher of Sum Assured OR Fund Value
• Higher of Total premiums paid OR Fund Value
• Fund Value
• Sum assured

Ms.Deepa called customer care to enquire about the surrender payout status. Associate followed the verification and informed her to submit the FR documents. What is the process to submit the FR documents ?

• Will inform her to visit the HDFC life branch to submit the FR documents
• Will inform her to drop a mail to [e-mail] along with the FR documents
• Will guide the customer on call to upload the FR documents through Co- browsing link
• Will take NFTR

What is the % of Guaranteed additions will be declared in HDFC life Uday plan?

• 3% per year
• 5% per year
• 4% per year
• 3% per month

What are the required documents to claim the Disc termination payout?

• Pan , Aadhar card , Cancelled cheque ( Ac holder name , Ac number , IFSC code should be printed)
• Pan , Cancelled cheque
• Pan ,Cancelled cheque ( Ac holder name , Ac number , IFSC code should be printed)
• Pan , Cancelled cheque ( Ac holder name , Ac number should be printed)