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Scope of the call

We are looking to speak with Experts in the Indian Life Insurance Space

A Leading Consulting Firm

Expected date of call: 30/11/2023 or 1/12/2023

Minimum experience Needed: 10 Year(s)

BROAD CATEGORY

Service Operations & Delivery

Sub CATEGORY

Key account management

INDUSTRY

Insurance

Domain Expertise Needed

freelook cancellationLife InsurancePolicy surrender

Required experience in organisation like

HDFC LifeMax LifeKotak LifeTata AIA

Have worked in roles like

-

Question You Would be expected to answer

  • What are the options (Loan against policy/ fund switch/…) provided to customer/agent when policy surrender process is initiated?
  • Who all are involved in the retention process (branch executive / sales channel / central team/…)?