If U Love UR Family check details

[SHAILESH CHOPDEKAR]

Check List

1)      Check if all original policies are in one file.

2)      Check if all nomination are in order.

3)      Check if change of nomination in case of marriage/death etc.

4)      If loan has been taken on policy check fresh nomination has been done in case of re-assignment.

5)      Check if all policies are in force and due premium paid as on July 2011

6)      If any policy has lapsed make a note to do revival.

7)      Check if any minor policy holder has become major so as to add EPDB, also nomination needs to be done.

8)      Check if any money back due is pending.

9)      Collect discharge forms for money back & maturity during the year.

10)  Check for other products mediclaim etc, if not taken explain the benefits.

11)  Explain how the annual service call will help.

12)  Collect  5 refrences of persons who would want to avail the free annual service call.

13)  Collect all post dated cheques.

14)  Put fresh updated status in the file.

 

Mr.Shailesh.Chopdekar        9664397943/9172007372