1. Workflow (For ILAS ) (For Non-ILAS ) (Updated: 28 Feb 2017)
2. Script
CTF Life won't provide their call Script to OnePlatform. For HKFI requirements, please kindly refer to below link:
https://oneportal.oneplatform.com.hk/OnePortal2_0/PDFView?Type=DoclibraryLive&DocumentId=14699
3. Letter templates
Uncertain Replies - Notification Letter Template
Unreachable Customer - Notification Letter Template
4. Post-Sale Call arrangement (Updated: 28 Feb 2017)
A. ILAS policy
Apart from the post-sale confirmation calls arranged to all policyowners for ILAS policies, with effective 1 February 2017, post-sale confirmation calls will be also conducted to:
(i) Procuring new issue ILAS policy with all riders for policyowner who is vulnerable customer only.
B. Non-ILAS policy
With effective 1 February 2017, post-sale confirmation calls will be conducted to:
(i) A vulnerable customer procuring new issue policy (except only term insurance)
(ii) A vulnerable customer apply rider addition to current policy (except only term insurance)
(iii) For suitability mismatch on Non-ILAS policy
CTF Life Customer Hotline: 28668898