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CUSTOMER PREFERENCES IN SELECTING INSURANCE COMPANY THROUGH INSURANCE BROKERS (EASTGATE INSURANCE BROKERS SDN.BHD)FADZILLAH ELLIANI MD AZAM 2007282576BACHELOR OF BUSINESS ADMINISTRATION (HONS) INSURANCE

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How to fill out customers preferences of insurance

01

Start by gathering information about the customer's age, occupation, health status, and previous insurance coverage.

02

Use a questionnaire or survey to ask the customer about their specific insurance needs and preferences.

03

Provide the customer with options for coverage levels, deductibles, and additional services.

04

Explain the benefits and drawbacks of each option to help the customer make an informed decision.

05

Record the customer's preferences in their insurance profile for future reference.

Who needs customers preferences of insurance?

01

Insurance companies and agents who want to provide personalized and tailored insurance plans to their customers.

02

Customers who want to ensure they have the right coverage for their specific needs and preferences.

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What is customers preferences of insurance?

Customer preferences of insurance refer to the specific coverage options, benefits, and services that customers prioritize when selecting an insurance policy. This can include factors like premium cost, coverage limits, deductibles, and customer service.

Who is required to file customers preferences of insurance?

Typically, insurance companies and agents are required to file customer preferences of insurance to ensure they are compliant with industry regulations and can tailor their offerings to meet the needs of their clients.

How to fill out customers preferences of insurance?

To fill out customer preferences of insurance, you should gather all necessary information from the customer, discuss their coverage options, and document their specific preferences on the relevant forms provided by the insurance company.

What is the purpose of customers preferences of insurance?

The purpose of customers preferences of insurance is to capture and understand the specific needs and desires of clients, enabling insurers to offer more tailored and satisfactory products that align with customer expectations.

What information must be reported on customers preferences of insurance?

The information that must be reported typically includes customer details (name, contact information), selected coverage options, premium amounts, any endorsements or additional services requested, and special considerations based on customer needs.

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