Page 116 - MEDICAL AND HEALTH INSURANCE
P. 116

MEDICAL AND HEALTH INSURANCE




                     The product coverage


                     Unique features

                     The product terms

                     The policy exclusions


                     Claims procedures

                     Third-party administrator and their function

                     Mode of payment


                     Renewal terms.



               7.2.5 IDENTIFY FOLLOW UP



               Follow  up  is  important  to  protect  sales  after  the  presentation.  Normally,  the
               prospective  customer  needs  to  follow  up  to  assure  them  that  the  product  best  meets

               their needs and is the right choice.


               Then,  must  ensure  the  policy  will  issued  and  be  delivered  speedily.  The  policy  pack

               includes  not  only  the  policy  conditions  but  also  information  on  how  to  make  a  claim

               and a list of panel hospitals. The stages to follow up are:

                     Prospecting

                     Initial contact


                     Meeting

                     Follow up and servicing meeting











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