Sales Confidential Report (SCR) Assessment
Sales Confidential Report Assessment
Test your knowledge on Sales Confidential Report (SCR) procedures. This quiz is designed for professionals involved in assessing life insurance applications. Answer multiple-choice questions to determine who should sign the SCR based on the Total Sum Assured.
Key Highlights:
- Multiple-choice format
- Score points for each correct answer
- Relevant for insurance professionals
If the Total Sum Assured is less than 30,00,000, who should sign the SCR.
Relationship Manager / MCBM
Regional Head
Area Manager
Zonal Head
National Head
Business Manager
If the Total Sum Assured is between 2,00,00,001 to 4,00,00,000, then who should sign the SCR.
Relationship Manager / MCBM
Regional Head
Area Manager
National Head
Zonal Head
Business Manager
If the Total Sum Assured is 3,00,00,000 then who should sign the SCR.
Relationship Manager / MCBM
Regional Head
Area Manager
National Head
Zonal Head
Business Manager
If the Total Sum Assured is 10,00,000, who should sign the SCR.
Regional Head
Area Manager
Zonal Head
Relationship Manager / MCBM
National Head
Business Manager
If the Total Sum Assured is 9,00,00,000, who should sign the SCR.
Regional Head
Area Manager
Zonal Head
Relationship Manager / MCBM
National Head
Business Manager
RM / MCBM knows the customer since the last 6 months. Fill in the blanks with the right answer. I Mr / Mrs (RM / MCBM Name) (PFA’s relation with life to be insured / Proposer) friend of the life to be Insured / Proposer, know him her since ________( Yrs / Months / Days) and hereby declare all the statements mentioned……..
6
150 days
6 months
½ years
RM / MCBM knows the customer since the last 12 days. Fill in the blanks with the right answer. I Mr / Mrs (RM / MCBM Name) (PFA’s relation with life to be insured / Proposer) friend of the life to be Insured / Proposer, know him her since ________( Yrs / Months / Days) and hereby declare all the statements mentioned……..
12
F) 1 week
2 weeks
12 days
RM / MCBM knows the customer since the last 2 years. Fill in the blanks with the right answer. I Mr / Mrs (RM / MCBM Name) (PFA’s relation with life to be insured / Proposer) friend of the life to be Insured / Proposer, know him her since ________( Yrs / Months / Days) and hereby declare all the statements mentioned……..
2
48 months
2 years
8 weeks
RM / MCBM knows the customer since the last 12 months. Fill in the blanks with the right answer. I Mr / Mrs (RM / MCBM Name) (PFA’s relation with life to be insured / Proposer) friend of the life to be Insured / Proposer, know him her since ________( Yrs / Months / Days) and hereby declare all the statements mentioned……..
12
12 months
12 years
12 days
RM / MCBM knows the customer since the last 1 year. Fill in the blanks with the right answer. I Mr / Mrs (RM / MCBM Name) (PFA’s relation with life to be insured / Proposer) friend of the life to be Insured / Proposer, know him her since ________( Yrs / Months / Days) and hereby declare all the statements mentioned……..
1
12 months
12
4 weeks
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