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Porting/STU Quiz I Bliss

Total questions: 14

Worksheet time: 17mins

Name
Class
Date
1.

Primary recommendations for super top-ups for above 65 and below 65 ages?

Primary recommendations for porting?

4 lines
2.
Relevant followup for porting that you can add while closing the chat?
4 lines
3.
What are the cover amounts available in Care Supreme plan for porting for zone 1 and zone 2?
4 lines
4.

Can we port 2 individual plans into a family floater or we'll have to port to individual plans separately?

4 lines
5.
If someone is expecting a baby in June/July and Date of Renewal (DOR) is in Dec, Can we port in such cases?
4 lines
6.
Mandatory riders to port in Delhi NCR in Care Supreme?
4 lines
7.
If one wants to claim through Super Top-up, what is the procedure?
4 lines
8.
Can super top-ups be ported?
4 lines
9.
State the difference between top up and super top ups.
4 lines
10.
Cx is holding Star base plan, and looking for STU options? What is the right course of action here?
4 lines
11.
Name the STU options from the below companies: HDFC Ergo, Care Health and Niva Bupa. Which one will you recommend and why?
4 lines
12.
Individual aged 67 with no PED is looking for a super top up, which STU plan will you recommend?
4 lines
13.
Cx is holding Star base plan, and confused whether he should change his plan or continue with the previous one? What is the right course of action here?
4 lines
14.
Give illustration of how Super top-up works? If cx's claim is of 17L, base plan is of 5L(HDFC Secure) and STU is of 20L (HDFC Medisure).
4 lines