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    sb_rathi27feb2239
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    This document is a term questionnaire for an organization's group term life insurance policy. It collects information such as the organization's name, type of industry, number of employees, current insurer's name if they have a policy, how long the policy has been in place, renewal month, sum assured and premium details, and whether they are satisfied with their current insurer's claim settlement services.

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    This document is a term questionnaire for an organization's group term life insurance policy. It collects information such as the organization's name, type of industry, number of employees, current insurer's name if they have a policy, how long the policy has been in place, renewal month, sum assured and premium details, and whether they are satisfied with their current insurer's claim settlement services.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as doc, pdf, or txt
    10 views2 pages

    Questionnaire

    Uploaded by

    sb_rathi27feb2239
    This document is a term questionnaire for an organization's group term life insurance policy. It collects information such as the organization's name, type of industry, number of employees, current insurer's name if they have a policy, how long the policy has been in place, renewal month, sum assured and premium details, and whether they are satisfied with their current insurer's claim settlement services.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as doc, pdf, or txt
    of 2

    TERM QUESTIONNAIRE

    Name of the Organization:


    _________________________________________________________
    Type of Group:
    Type of Industry:
    Service

    Formal

    Informal

    Software

    IT

    Manufacturing BPO

    Others please specify


    _______________________________________
    Name of the Contact Person:
    ______________________________________________________
    Designation:
    Head

    HR Manager Finance Manager Insurance

    Contact Number:
    Direct: ___________________
    Mob:____________________________
    Email ID:

    ___________________________________________________________

    Number of employees in the organization:


    __________________________________________
    Do you have Group Term Life Insurance policy:

    Yes

    No

    If yes, name of the current Insurer:


    ________________________________________________
    How many years has the scheme been in force?
    or more

    1 year 2 years 3 years

    Renewal month of the GTL policy:


    _______________________________________________
    Sum assured:

    Graded

    Multiple of Salary

    Premium size:
    ___________________________________________________________
    Premium rate per 1000 Sum assured (Ex ST):
    _______________________________________
    Is broker involved?

    Yes No

    Flat cover

    If yes, then name of the Insurance broker:


    __________________________________________
    Are you happy with the service of the current insurer with respect to claim
    settlement? Yes No

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