No PED I Health

<< Cx texted this

1. 1. What tags are you going to add?

2. 2. After the intro what QR are you going to use?

Before sharing recommendations:

1. What all QRs will you be using, and

2. What are all the necessary questions you should be asking?

If cx states looking for parents: age: 65 and 70, no pre-existing condition. What is the correct reco in this case?

• Care Supreme

• Niva Bupa Aspire

• HDFC my health Suraksha

• HDFC Optima Secure

• Activ One Max

Add the relevant information as per the notes template attached:

Our primary recommendation for maternity plans for people below 35 with no pre-existing conditions.

• Niva Bupa Reassure 2.0

• Niva Bupa Premia

• Care Plus Complete

• Niva Bupa Aspire

• Activ Fit Preferred

State the difference between bonus offered by Care Supreme (with add-on) and HDFC Ergo Optima Secure with a numerical example.

State the difference between the restoration offered by Care Supreme and HDFC Ergo Optima Secure with numerical examples.

State all the riders that Ditto recommended to opt in for Care Supreme for no PED profile:

• Annual Health Checkup

• Cumulative Bonus Super

• Care OPD

• Claim Shield

Explain how tax benefit works if someone is opting for multipay.

2 mandatory QRs to share before closing the chat (after the flow is completed).