What is Welcome Calling?

Welcome Calling is a call made to all our new customers to ensure that the policy chosen by them is as per requirement.

What is the objective of Welcome Calling?

Welcome Calling serves mainly 2 objectives:

• First,to contact the customer as per the given contact details thereby ensuring contactability.
• Second, to verify if the customer has fully understood the important features the insurance plan chosen and whether it suits the customer's requirement, thereby avoiding mis-sale occurrences.
  
  The Welcome Calling Process:
• A welcome call is made to the customer after the application for insurance policy has been accepted by the company.
• Before disclosing any policy related information, our Customer Service Associate (CSA) will do a mandatory verification by asking few questions.
• If the policy holder is not available, information can be shared with a third party who takes care of the policy holder's finances, post confirmation from the third party that all the discussed details will be shared with the Policy Holder.
• Once the verification is done, the CSA will inform the customer on all the Key features of the insurance plan.
  Once all the key features have been communicated, the CSA can also make a note of any query, request or complaint by the customer.
• If the customer is not contactable despite multiple attempts, we will send a Welcome Calling Letter to the communication address of the customer.