CANCELLATION CALL QUIZ- AFFINITY
Cancellation Call Mastery Quiz
Test your knowledge on cancellation calls and policies with our engaging quiz! This quiz covers various scenarios and policies, allowing you to assess your understanding of the processes involved.
Whether you're a seasoned agent or new to the field, this quiz will help you:
- Understand policy cancellation procedures
- Recognize different types of cancellation calls
- Make informed decisions
If the client cancelled his plan and wishes to reinstate his policy a month after, we can still grant his request.
True
False
Penelope called in asking to reduce the coverage of her MLC from $1M to $500k. You advised him that the plan will reduce further to 50% at the age of 70 but the client still wishes to reduce her coverage. This is a CLOSED WON call.
True
False
Sarah would like to cancel her SLG plan because she will be moving to Switzerland next month. The agent advised that SLG plans are NOT portable so the client needs to cancel her plan.
True
False
Marcus is now covered under Sunlife group benefits. He has HCC, SLG and CI plan. He called in to cancel the HCC plan only. The only created 1 OPP ID for the HCC policy.
True
False
The caller wishes to remove one of the dependents on his plan as the policy is quite expensive with 2 dependents. This is a cancellation call.
True
False
Dr Singh wishes to discontinue his OMA plan. He would like to have it cancelled June 1st, 2022; today’s date is June 10th. Will you send a handoff and seek approval for his request? If not, what will you do/advise Dr Singh?
SEND A HANDOFF TO THE ADMIN TEAM AND ADVISE THE CLIENT THAT APPROVAL IS NOT GUARANTEED.
ADVISE THAT WE NEED HIM TO SIGN THE E-118 FORM TO CANCEL HIS PLAN
ADVISE TO CONTACT ADVISOR
ADVISE WE CAN SEND HI THE CANCELLATION FORM AS WE DO NOT ACCEPT VERBAL CANCELLATION
Babyghorl is now covered under her spouse's benefit that's why she would like to cancel her MHC policy. Select the correct cancellation call type.
BENEFITS WITH NEW ER
NOT INTERESTED
INSURED WITH SPOUSE
TRANSFER TO NEW PLAN WITH SLF
Nadine would like to add her 2 months old baby in her PHI plan. Select the correct cancellation call type.
TRANSFER TO NEW PLAN WITH SLF
BENEFITS WITH NEW ER
OTHERS (SPECIFY)
NONE OF THE ABOVE
James failed to pay his premiums for 8 consecutive months but you noticed that the plan is still active in OASIS. The client doesn't want to continue his benefits anymore and he doesn't want to pay for the premiums owed.. What are the things you need to do?
ADVISE TO WAIT UNTIL HE RECEIVE A TERMINATION LETTER FROM SUNLIFE. DO NOT SEND HANDOFF AS THE PLAN WILL GET CANCELLED EVENTUALLY.
SEND HANDOFF TO THE ADMIN TEAM FOR INVESTIGATION. THE ADMIN TEAM WILL HAVE TO CHECK IF THERE WERE ANY CLAIMS SUBMITTED AND PAID FOR THE SAID MONTHS. HE WILL RECIEVE A LETTER FROM SUNLIFE INFORMING THE NEXT PROCESS.
ADVISE THE CLIENT THAT HE NEEDS TO PAY ALL OUTSTANDING PRMEIUMS IN ORDER TO CANCEL HIS POLICY.
TRANSFER TO RTS
Calvin would like to put the billing on hold on his HCC plan for 6 months since he will be going to the Philippines. He mentioned he won't be using it so he won't need to pay for it. What will you advise the client?
ADVISE THE CLIENT THAT YOU WILL SEND A REQUEST OFF TO THE ADMIN FOR APPROVAL
ADVISE TO CANCEL HIS HCC AND BUY PHI INSTEAD
ADVISE WE DO NOT PUT ACCOUNTS ON HLD AS BILLING IS SYSTEM GENERATED. IN ORDER TO KEEP THE PLAN INFORCE, HE WOULD STILL NEED TO PAY HIS PREMIUM CONTINOUSLY. IF FAILED TO DO SO, THE ACCOUNT WILL BE CANCELLED AFTER 2 CONSECUTIVE MONTHS MISSED PREMIUMS.
TRANSFER TO RTS
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