Financial Need Analysis

Hi there! What are you planning for?

Savings & Investments

Savings plan helps you build a healthy corpus over long-term to help you meet your life goals and also protects your family’s dreams in your absence.

Term & Health Plan

Term insurance plan is one of the most affordable way to keep your family’s life goals on track in case you are not around to provide for them or life takes an untoward turn.

Point of Sales

Your family's security and its future well-being is one of the most treasured dreams in your life. But when Security is backed up by a guarantee, your dream can transform into an achievable GOAL.

Guaranteed Income Goal

Point of Sales(POS)

Your family's security and its future well-being is one of the most treasured dreams in your life. But when Security is backed up by a guarantee, your dream can transform into an achievable GOAL.

Saral Jeevan Bima

POS GOAL Suraksha

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If you want to select Term product than please go back to Basic Details page and select SPG product as ‘Yes’.
Enter the details of the Policy Holder
What is your date of birth?
 Years

What is your annual income?

Your existing life insurance cover?

Education

Occupation

Pincode

Expected Sum Assured

Mobile Number

KYC Flag

What stage of life are you in?
Youth
Married
Elderly
Married with kids
Married with Grown Ups
Single Parent

Do you have any children?
None
Yes, Young
Yes, Grown Ups

PAN Card No.

Financial Need Analysis

Pre Approved Offer

Document Waivers

Photo :

PAN :

Address Proof :

ID Proof :

Age Proof :

Income Proof :

N/A

Term Issuance

Term Eligibility :

Term Issuance Propensity :

Customer Insights

Quality Score :

Income Segment :

Persistency Score :

Persistency Alert :

Persistency Remarks :

Non term OTC propensity :

Life Goals :

Financial Need Analysis

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