LIC's Survey Form: Objective, Benefits & Methods of Customer Contact
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If you are a Life Insurance Agent and you think that you can be successful by gaining knowledge about Life Insurance Plans and explaining the benefits of Insurance Plans to customers, then sorry, you can sell a few policies but you cannot be successful just by doing this. For the success of Life Insurance Business, you will also have to build strong and trusting relationships with your customers.

LIC (Life Insurance Corporation of India) Survey Form can prove to be a useful tool for you in this direction. This can be a medium with the help of which you can communicate with the customers and understand their life Insurance Needs.

If you are a customer, then LIC Survey Form helps you to understand your current Life Insurance Policies. By participating in the survey with the help of this form, you can understand the changes taking place in LIC. You can understand what effect the changes taking place in LIC can have on you and your nominee.

LIC's survey form provides customers an opportunity to take part in it and improve their policies. It is not just a formal process but also an opportunity to develop a close relationship between LIC Agents and customers. These relationships lay the foundation of trust and bring in new energy to make society financially secure.

So in this article of Jeevan Bima Bazaar, we will know in detail about the purpose of LIC's Survey Form, its benefits and other things.

    What is LIC's Survey Form

    LIC Survey Form is one of the mediums used by LIC Agents to contact New Customers. Agents provide important information to new customers regarding their old Life Insurance Policies and try to understand and resolve the problems faced by customers in their life insurance policies.

    LIC Agents explain important aspects of their Life Insurance Policies to new and unknown Customers such as the importance of nominee in the policy, importance of residential address, death claim etc. Along with this, they try to understand the Financial Needs of the customer. Due to this survey, people are more aware of their policies and are aware of Life Insurance Protection.

    LIC's Survey Form is usually a PDF file. LIC Agents download and print this file and give it to new and unknown Customers. Not only this, they also help customers to understand the questions given in the form and reach the right decision.

    Main Purpose of Survey Form

    LIC's Survey Form serves many purposes simultaneously. It is more important for customers than it is for LIC Agents. Let's know this topic in detail-

    Customer Awareness

    When a customer takes part in this survey of LIC, he gets to know about many important things in his current LIC Policies. Many times the customer ignores small things thinking what difference will it make. But when he takes part in any survey of LIC, he comes to know that the things which he is ignoring considering them small, due to which he or his family members may have to face problems later.

    In this way, by becoming a part of such surveys of LIC, the customer becomes more aware about his Life Insurance Policies and makes himself more financially secure by taking necessary decisions.

    Information Gathering

    A LIC Agent needs to have as many customers as possible to talk to them about Life Insurance Products and sell them successfully. So these survey Forms prove to be useful for LIC Agents. When an LIC Agent conducts a survey, he gets a chance to meet unknown and unfamiliar people. Not only this, he gets data on the financial status, health and insurance policies of the people he meets.

    Now the LIC Agent has a chance to present Life Insurance Plans to people based on their Financial Needs. Now when he makes a presentation, it is much better than the traditional method and fulfills the needs of the customer. Due to which the chances of selling LIC Policies increase significantly.

    Increase in the Number of Prospects

    Survey Forms provide LIC Agents with the opportunity to contact unknown people. During this process, the LIC Agent gets to know about the interests of the people, their financial status, insurance needs, etc. During a survey, the interest of customers in Life Insurance can also be estimated. That is, with the help of survey form, a LIC Agent gets New Prospects very easily.

    LIC Agents who want to achieve big successes Like- MDRT, COT or TOT need to expand their area of ​​work. Now if this work is done by following traditional methods, then it can take years to complete this work. But through LIC survey, this work can be done easily in a few months.

    Trust Building

    Due to the wrong Life Insurance Policies sold by some Life Insurance Agents and frauds by fraud companies, many people are not able to trust LIC and LIC agents. This is especially seen in places where people are less educated or do not understand LIC well. Apart from this, there are many people in the field who get upset due to problems in various types of policy servicing due to lack of information.

    When such people are included in the survey, they get to know in detail about the various types of services of LIC. People are able to solve their problems easily. Due to which people's trust not only increases on LIC, but also on the LIC agent who conducts the survey process.

    Benefits of Survey Form

    LIC survey form has multifaceted benefits. If seen individually, its direct benefit is seen to be to the Customers and LIC Agents. But if you look deeply, you find that this small form not only secures the society, but also works to strengthen the country's economy. Let us know its benefits in brief-

    Benefits to Customers

    By participating in LIC's survey, the customer gets to know the details of his Life Insurance Policy. He understands how important the things that he was ignoring before participating in the survey are for him and his family's Financial Future.

    In most surveys, it has been found that the customer needs to make many small and big changes in his policy. When the customer is a part of the survey, all these tasks are done very easily. Due to which the customer's trust in LIC and LIC Agents becomes stronger.

    A customer who understands Life Insurance finds it easier to decide on a Life Insurance Policy to meet his financial needs. He is able to choose the Best Life Insurance Product for himself.

    Benefits to LIC Agents

    LIC Agents need New Customers every day to do their business. The Survey Form fulfills this need of the LIC Agent very well. Not only this, when a LIC Agent starts the Survey Process, he gets new people and gets a chance to understand the Financial Needs of those customers.

    After the survey process, the LIC Agent can offer life products as per the needs of the customers. Since the Life Insurance Products offered are as per the needs of the customers, the chances of successful sales are high. As a result, the LIC Agent gets benefits in his club membership and the agent also becomes financially strong.

    Social Benefits

    It has often been seen that whatever Life Insurance Policy is bought or sold after the survey fulfills the customer's need and if a customer buys a Life Insurance Policy after the survey, then he does so with full understanding. The customer is well aware of the benefits of the policy and the loss due to negligence. Hence, the customer keeps his life insurance policy in force.

    Now if there is a Death Claim in an in-force policy, then that policy is capable of providing financial help to the customer's family. Due to which the family does not have to face financial crisis. Due to which social crimes caused due to financial crisis do not arise and the society gets protection.

    Strengthening the Country Economically

    Since the Life Insurance Corporation of India works as an undertaking of the Government of India and helps in making the five-year plans of the Government of India successful. Hence, when the life insurance business increases due to the survey form, then its benefit strengthens the economy of the country.

    In the above, I have given details of some small but important benefits. But it is not just limited to this. That is why we appeal to the agents of LIC to conduct the survey process of LIC as much as possible and whenever you get time. Along with this, we also want to appeal to the customers that if any LIC agent contacts you to conduct a survey. Then you should try to take full advantage of such opportunities.

    If you are a LIC agent and you want to know how to fill the LIC survey form, then click on the Next button below the video given below.

    Watch the benefits of the survey form in the video:

    If you want to get the above information through video, then click on the video given below and watch this video carefully on YouTube.