Ukuran huruf
Lembar kerjaDigital Login to Conversion
Total soal: 15
Worksheet time: 9mins
What is the process for logging in a new application?
Upload documents, fill the form, share eccd link, make payment, do PCVC,
Fill the form, make payment, share eccd link, do PCVC, upload documents,
Make payment, fill the form, upload documents, share eccd link, do PCVC
Do PCVC, make payment, fill the form, share eccd link, upload documents
In Digital login - Customer Verification ( PCVC ) will happen through____
Insta Verify
Chat - SMS
Telephonic
Insta Serve
While Digitally Logging in a Policy, Premium Payment can be done through ______
Cheque
Online
Both
How will you prepare for the digital login to conversion process? (Select Correct Answer/s)
Medical history
Ensure customer has understood the product properly
Have the list of documents required from the customer
Get all customer details for the form
Non Medical Limits vary for different channels, verticals and channel-partners (Check the Statement)
False
True
Does the Non Medical Limits over and above the standard limits (Check the Statement)
Yes
No
Does the Agency channel have separate non-medical limits?
Yes
No
Is this the only way to login proposals digitally through mSD?
Yes
No
How will you upload KYC and other documents from customers? (Select Correct Answer/s)
Clear photos of original copies on WhatsApp from registered number
Scanned copies of originals from registered email ID
Scanned copies on WhatsApp from registered number
Clear photos of original copies from registered email
The digital Customer Consent Document (CCD) or eCCD requires to be filled by____(Select the Correct Answer/s)
Page -2 by Customer
Page - 1 by Customer
Page - 2 by FLS / FC / L1
Page 1 & 2 both can be filled by FC / FLS / L1
Who can fill the Consultant Confidential Report (CCR), Sales Consultant Declaration and Supervisor Declaration, if applicable in the eCCD.
FLS
FC
FLS / L1
Anyone
Product suitability questionnaire is part of the mSD journey. You can’t submit the proposal form without filling this section. If not then FR will be generated. It is applicable for all products except Term, Health and POSP.
True
False
Details to fill the proposal form can be gathered from customer in which of these ways? (Select Correct Answer/s)
From email ID mentioned in the proposal form1
From the KYC documents given by the customer
Message from registered phone number in proposal form
Orally on the call
Select the correct process to digitally login a proposal?
Send payment link, fill and upload form and documents, send eCCD and follow up for eCCD
Fill and upload form, send payment link, send eCCD, follow up for PCVC and upload documents
Fill and upload form, upload documents, send eCCD, send payment link, and follow up for PCVC
Will you use Insta Verify in this digital journey?
No
Yes
