WorksheetsCustomer Policy Management
Total questions: 10
Worksheet time: 4mins
Where can Agent download e-Policy ?
Raise
PRUserve Plus
PRUaccess Plus
Pulse by Prudential
Where can Customer download their e-Policy?
Raise
PRUserve plus
PRUaccess plus or PruBSN Touch
Pulse by Prudential
By referring to PRUwith you, what are the MAIN AREAS that we need to discuss with our customer during policy delivery? (You can select more than 1 answer)
Death / TPD
Critical Illness (if riders added)
Personal Accident (if riders added)
Medical (if riders added)
Where can Customer download e-Medical card ?
Raise
PRUserve Plus
PRUaccess Plus
Pulse by Prudential
In the event if customer misplaced their medical card, can they still admit to Hospital?
Yes
No
Not Sure
Policy sustainability is the number of years the PRUwith you policy is kept INFORCE to provide coverage to the Life Assured, provided there is sufficient cash value in the policy to deduct for all charges required.
True
False
Not sure
Never heard about this term
How long is the policy free-look period?
17 Days
15 Days
14 Days
13 Days
Policy free-look period start count down from when?
Agent to define when is the countdown date
Date agent receive hard-copy.
15 days after the policy has been delivered to customer
Please select the FALSE answer ?
Powered by the AI-technology, Pulse is an app that uses data to understand your needs as an individual and offers you relevant health insights and solutions to assist your journey to wellness.
What does Pulse offer? (Can select more than 1 answers)
Health Assessment
Symptom Checker
Online Consultation
Panel Clinic & Panel Hospital Locator
Dengue Alert
