Email May 2024

To process FLC, do we require NOC if the the policy is assigned to ICICI Bank?

• No
• Yes
• Re-direct to Branch
• Transfer to FTR COPS

In ULIP Plan if policy is in Discontinue Expiry status & if customer is contacting after 6 months for Revival, which documents are required?

• KYC, NEFT, PAN
• Authorization Letter
• PHS, COVID 19 questionaire
• Policy cant be revived

Once the application is converted to policy we will not transfer the case / query to Online Query Team

• False
• Re-direct to branch
• True
• None of the above

If customer is requesting for duplicate Policy Document what should we respond?

• Deny the customer for duplicate document
• Ask the customer to visit branch
• Send the policy document from Instavaas
• Request the customer to provide us with Indemnity Form

Customer wants to cancel the Sanchay Par Advantage policy & policy is in Look-in Cancellation period, what will we do?

• Share the FLC Link
• Check if SR is raised and accordingly inform the details
• Ask for NEFT
• Transfer the case to FTR COPS

Does customer gets covered for Critical Illness if he opts for Rider option?

• Yes
• No
• Approval required to opt for Rider
• None of the above

Will customer get full refund if requests to cancel / delete Rider option within 6 months & after FLC period

• Yes
• No refund
• 50% Refund
• Refund post approval

Customer has Pro Growth Plus policy & wants to opt for Top Up Plan, how much maximum SA customer as increase?

• Cant increase SA - option available only in C2P3D+
• 0.01
• 0.1
• As per eligibility

Whose documents are required for DT payout for policy code USV?

• Policy Owner
• Appointee
• Beneficiary
• Nominee

Which policies are eligible for Settlement & for how much maximum period customer can investment?

• ULIP and 5 yrs investment
• Pension and 5 yrs investment
• Conventional and 5 yrs investment
• Youngstar and 5 yrs investment