Persona brief

·

BFSI

Put a real notice and recorded consent into every assisted sale

Agents and bank officers often complete proposals for customers. The proposer must see the notice and consent personally, alongside existing IRDAI rules.

PDF
Persona brief
Put a real notice and recorded consent into every assisted sale

Agents and bank officers often complete proposals for customers. The proposer must see the notice and consent personally, alongside existing IRDAI rules.

PDF

·

1.8 MB

·

2 pages
Life insurance
COO / Head of Operations

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