Retap Dec24 | Term | Quiz 1

What QRs should be used to collect details required for review of term policy?

• G/review of existing plan

• No QRs available for review of term plan

• 
  T/details required for a person looking to port

• T/review of existing plan

 Lead reply: Stipend is 15k/month. How much cover can I get?

What tags should be added?

• Currently Health

• Checked Not Eligible

• Not a lead, Do Not Disturb

• Currently Term and Do Not Disturb

Lead reply: I already have health insurance from Ditto

What should be the next steps?

• That's great, do you want us to review the same for you?

• Close the Chat

• Pass the chat to BPM section

• None of the above

Lead reply: Already have Term insurance.

What should be the response & process here. (Process includes mentioning Reply, Notes, Tags, Follow-ups — If any is applicable)

Lead reply: Sure

What should be the next steps? (Select the closest answer)

• Close the chat

• Pass the chat to BPM section

• Hi, how may I help you?

• Great, would you like to schedule a call to go over term insurance.

Lead reply: How can I claim my annual checkup amount?

What should be the next steps?

• 
  Assist lead with query and nudge the lead for Term post query resolution

• Pass the chat to BPM section for post purchase query

• Create a task in the ops space and close the chat. No reply to lead as Term ops will reach out

• None of the options

Lead reply: Already have term insurance.

What should be the next steps?

• Noted.

• 
  That's great, let me know if I can help with anything.

• Noted. Can I assist you with Health insurance in that case?

• 
  That's great. Would you like us to review your term plan?

Lead reply: Okay

But the lead became inactive after this. Should follow-up be set in this case?

• Set pre-reco follow-up

• No follow-up should be scheduled

• Set remind later follow-up

• Close the chat

 Lead Reply: I already have term insurance.

What should be done here

• 
  Message: Ask for Review;
  Tag: Bought-Elsewhere-Term

• 
  Message: Ask for Review; Tag: Checked Not Eligible

• 
  Message: Noted; Tag: Bought Elsewhere, Do Not Disturb

• Message: Thanks for letting us know; Tag: Bought Elsewhere

Lead reply: Sure.

What should be the next steps? (Ideal Response)

• The earliest slot available is at 4 PM. Does that work for you?

• 
  Let me know if you have any specific queries or we can move to shortlisting a health plan?

• How can I help you?