Email Sep 23

For category A of conventional plan, if customer coming to us for the 2nd time then what is the process?

• Share Vserv link
• Redirect to branch
• Share customized link
• Ask him to visit HDFC bank

Once all the documents are received for surrendering ULIP policy on 2nd email, can we forward the case to proactive outreach?

• Yes
• No

Mr. Aryan wrote an email on 05th May'23 to surrender his ULIP plan (Cat C), however, the email ID was not registered. He wrote back today and the email ID is registered, so what will be the surrender process?

• Redirect to branch
• Share customized link
• FR for documents
• Provide VSERV and branch

Can we share FLC/ surrender link to assigned policies?

• Yes
• No

Select the exclusions for which we cannot share the customized surrender link

• Policy outside lock in
• ULIP policies
• Immediate annuity policies
• Term Plans with return of premium options

For pension plan issued on 13th March 2013, customer wants to cancel his plan, state the process if COP is No, ULIP and Cat is A.

• Look in cancellation; VSERV link
• Surrender process; Share customized link
• Look in cancellation; Temp with COPS
• Surrender process; Redirect to branch

Can customer submit Jeevan pramaan patra as Life certificate?

• Yes
• No

In HDFC Life Sampoorn Samridhi Plus, in which option do we get the whole life cover benefit?

• Endowment Option
• Life Option
• Life and Health Option
• Endowment with whole life cover

If COP status is 'YES', for Pension to Annuity conversion, to which team do we need to mark mail?

• Customer Portal Team
• Sales Team
• Pension Maturity Team
• CRM Team

If PAN number is not tagged in our records, what process needs to followed for maturity?

• Probe for PAN FR
• Mark mail to COPS
• Inform Tax Impact in Interim response
• Mark mail to COPS and Inform Tax Impact in Interim Response