Survival Benefit Information Format for January

In order to get success in Life Insurance Business, Agents have to do mainly two types of work. The first task is to try to improve his New Business and the second task is to provide service to the policies sold by him.

This article of Jeevan Bima Bazaar is being presented with the objective of helping in Policy Servicing. Insurance Agents need to understand that a satisfied customer is a key factor in your success. On the other hand, a disgruntled customer of yours tries his best to disrupt your work. Therefore, you should pay special attention to the work of your Policy Servicing.

Notice of participation benefit for the month of January-

Many policies of LIC have a provision for survival benefit or Loyalty Addition. Such a policy of LIC, in which survival benefit or Loyalty Addition is paid in the month of January. Some text messages, WhatsApp messages, image messages and email templates are being provided for them.

You can use these to communicate the survival benefit to your customers. Informing about survival benefits is also an important part of Policy Servicing. Whatever tools are being given here, its basic purpose is only to try to get new business from Survival Benefit.

Text Message for SB Payment Information for the Month of January-

Survival Benefit is going to be paid in the coming month of January from any policy of LIC. Then LIC Agent can copy paste the below text message and send it to their customers. Note that the use of this text message is to get New Business. Therefore, the Agent should remain in touch with the customer after sending the message.

Dear Policyholder,
You are going to get Money-Back from your LIC Policy in the month of January. You can buy LIC's policy with this money for Retirement, Children's Education and Marriage. Call us immediately for more information.

Your Insurance Advisor
(write your name)

To download this text message - Click here

Whatsapp Message for SB Payment Information for the Month of January-

It is difficult to send long text messages from mobile, due to which you cannot explain your words in detail using this medium.

But if you send a text message using an application like WhatsApp, Telegram or Messenger. Then you can keep your points in detail.

So let's create a WhatsApp text message that can be used to notify Survival Benefits for the month of January.

Dear Policyholder,

I am very happy to inform you that the Survival Benefit (money back) is going to be paid from your LIC policy in the coming month of January.

Another important information is that LIC makes any kind of payment in the Bank Account of the Policyholder. So it becomes very important that your Bank Account details are updated in your LIC Policy.

To update Bank Account details in LIC Policy, NEFT process has to be completed. To complete this process, the following things are required - NEFT form, canceled check of your bank account or photo copy of bank pass book, your mobile number and email ID.

If you give photo copy of bank pass book for NEFT. Then it will be necessary to get the photocopy verified from the original bank pass book in the branch office.

NEFT process can be completed from any branch office of LIC. You can complete it yourself or you can also contact us.

We are also happy to inform you that at present LIC's Retirement Planning, Education Planning for Children, Marriage Planning for the Marriage of Daughter will prove to be very beneficial for you. You can also buy it from the money back of the policy. Call us immediately for more information.

Your Life Insurance Advisor
(write your name)

To download this WhatsApp message- Click here

Image for SB payment information for the month of January-

Many times it has been seen that people do not read the text messages at all. If your policyholder does the same, then all your hard work goes in vain.

But you don't need to worry. Because I am also giving a great image message for you. With the help of this image message also, information about Survival Benefits for the month of January can be given. Image message will prove to be the most effective way for this task.

To Download the Above Image - Click here

Email template for SB Payment info for the Month of January-

It is true that many people in Indian society use email very little. But it is also true that he also thinks that only big companies provide their services to the customers with the help of email.

If you send information about Survival Benefit for the month of January through email, then surely you will be like a company in the eyes of the customer. The people who provide such service in the insurance business are called Professional Agents.

So, here we are giving you an email template to inform you about Survival Benefit for the month of January. To use this email template, you must follow the link below. Then you can use it very easily by copy pasting.

To Access Email Template - Click Here

01 May 2023