1. Workflow
For HKFI requirements, please kindly refer to below link:
https://oneportal.oneplatform.com.hk/OnePortal2_0/PDFView?Type=DoclibraryLive&DocumentId=15383
2. Script
3. Letter templates
Unreachable Replies - Notification Letter Template
Heng An Standard Life has only the 1 letter template for unreachable customer. As for clients with uncertain replies (e.g. asked
"no" to certain question), Heng An Standard Life's normal procedure is to ask consultant to follow up with client for clarification (an email will be sent to OnePlatform). Once clarified, Heng An Standard Life will make the call to client again.
Heng An Standard Life Customer Hotline: 21690300