Free Printable After Sales Service

Worksheets

Name

Class

Date

Policy Review

Coverage Review

Financial Health Analysis / YLP

Client Information Update

None of the Above

Birthday Wish

Wish personally through personal messages or call

Send birthday cards

Send birthday presents

None of the Above

Ocassional Based Gifts

Diary, Planner & Hari Raya Packet

Flower or Gift if admitted

Speacial packaging for Policy Delivery

None of the Above

Go through Prudential Apps (Touch, Pulse, Navigator, etc)

Yes

Never

Depends

Share the information of new products

Yes

Never

Depends

Reset

Similar Resources on Wayground