Email Jun 24 Revised

For Stop Payment Re-Issue which documents are required if CCH is passed?

• NEFT
• NEFT, PAN
• NEFT, PAN, KYC
• None of the above

Do we need to raise FR for KYC if customer has requested for DT Payout?

• Yes
• Only Pan required
• No
• None of the above

Whose documents are required for DT Payout if policy code is USV?

• Nominee
• Owner
• Appointee
• Beneficiary

For Stop Payment Re-Issue do we need to raise FR for fresh document?

• Yes
• Only Pan required
• No
• None of the above

In assigned policy if customer is contacting for 3rd time for Surrender, what do we need to do?

• Transfer to FTR COPS
• Transfer to Proactive Team
• Share Link
• Re-Direct to Branch

If customer wants to Surrender & is threating to escalate the case to IRDAI, what is the process?

• Transfer to FTR COPS
• Transfer to Proactive Team
• Share Link
• Transfer to Complaints

If customer wants to Surrender the policy & has not provided policy number on email, do we need to mention the policy number while reverting to the customer?

• No
• Yes
• No policy number required
• None of the above

If customer is requesting for FLC & has provided relevant documents (NEFT, Policy Docs, Pan, KYC) on email, what process do we follow?

• Transfer the case to FTR cops
• Transfer to Proactive Team
• Share Link
• Re-Direct to Branch

If customer is facing error in Surrender Link, what process do we follow?

• Transfer the case to FTR cops
• Share Link
• Transfer to Proactive Team
• Re-Direct to Branch

If case was previously handled by Proactive Team & in TEBT Service Recovery is raised for Surrender, customer requested for Surrender on email what is the process?

• Transfer the case to FTR cops
• Transfer to Proactive Team
• Re-Direct to Branch
• Transfer the case to Complaints