Broker Code: 32866
Important Notice
1. With effect from 2 March 2015 (application sign date), AXA will conduct a Face-to-Face Interview for Mainland Chinese Visitors who apply for Traditional Life Plan for all level of premium amount. (For details, please refer to "Broker Bulletin No 459 Extension of Pre-sales Service to all Traditional Life MCV Client 延伸傳統人壽保險客戶售前服務予所有內地訪港客戶").
2. Proposal of the Traditional Life Plan must be attached to the application form.
3. In case Face-to-Face Interview or Pre-sale Call is NOT completed within 14 calendar days from application sign date, AXA will not process the new business and premium will be refunded to the client.
4. For any material changes during the underwriting process (e.g. change of plan choice, premium amount etc), Underwriting Department will issue pending note for broker to re-arrange a Face-to-Face interview or Pre-sale Call to supplement the changed area. For details workflow, please see "Workflow for All Traditional Life MCV Client at Broker Channel / Workflow for MCV Traditional Life Application Changes during Underwriting Process".
5. Face to Face Interview will conduct maximum 2 trials (Follow up interview/call will focus on questions with uncertain or negative answer only), kindly please refer to Face to Face Interview Script for reference.
6. For Face to Face Interview completed within 2 trials, the application can be take away by client. Consultant is required to submit the whole set of application to OnePlatform SOD within 2 working days from the date of signing.
7. For the client is not available for Face to Face Interview, Pre-Sale Call will be conducted for maximum 4 attempts within 24 hours; if fail, AXA requests Broker to arrange a call time. Then, AXA will make a follow up interview / call to client (maximum 3 trials) on questions with uncertain or negative answer only. The Pre-Sale Call MUST be completed within 14 calendar days after sign date including take away application
*Please kindly make MCV Appointment in advance by calling 2519 1133 or sending email to [email protected] (Updated: 6 Mar 2017)
AXA Customer Hotline: 25191133