Dear Friends, While working through the survey form, your purpose is very important. If your goal is only to collect numbers and data, then you will not be able to achieve real success through this method.
According to me, in every survey, your main purpose should be to create a sense of trust in people’s minds — that you genuinely care about them without any selfish motive, that you understand your area and its people well, and that you are a professional LIC agent with a positive and thoughtful approach.
I strongly believe that by the time you reach this part of the LIC survey form, you have already started building such an image of yourself in the minds of the people you meet during the survey.
Now it’s time to move to the last five questions of the form. Through these questions, your aim should be to ensure that people start seeing you as a financial advisor — someone who can help them plan their financial future.
The Agent’s Goal Behind the Last Five Questions
Through the earlier questions in the survey form, you have made efforts to present yourself as a sensitive and professional LIC agent. Now, it is time to take permission from people — so that you can contact them in the future whenever you wish to discuss matters related to life insurance.
These last five questions of the survey form make this task much easier for you. However, here is one important suggestion — when you ask these questions, your tone should be natural, warm, and genuinely helpful.
You must remember that your goal is not just to get a simple “Yes” from them, but to make them feel confident that you truly care for them and their families.
They should believe that you can be their partner in ensuring financial security and in achieving their future dreams.
So now, let’s move ahead and discuss, one by one, the last five questions of the LIC Survey Form — and understand how you should ask them during your survey so that people not only respond positively but also invite you to act as their trusted financial advisor.
Would you like to avail our free doorstep service?
This is one of the most powerful questions in the LIC survey form because it helps you convey that you are not just selling policies, but also providing exceptional after-sales service.
It indirectly reminds people that those who have already purchased policies from you enjoy these premium services free of cost — and if they had done the same, they too could have benefited.
You may ask this question in a polite and professional way such as:
“We provide free door service to our policyholders — including premium reminders, policy updates, financial information, and important industry news. Would you also like to receive this benefit?”
If the person answers “Yes,” it means they have indirectly allowed you to visit their home or contact them over the phone. This opens the door for future interactions — helping you build both trust and business opportunities over time.
Would you like to receive regular updates on LIC’s new plans and schemes?
This question is essential for information-sharing and maintaining professional contact.
By getting consent here, you are ensuring that you can communicate with people through different platforms such as WhatsApp, Telegram, or phone calls — keeping them informed about LIC’s new launches and benefits.
You may ask it like this:
“LIC frequently introduces new plans designed to meet different financial needs and life goals. Would you like me to share such useful information with you from time to time?”
If the person says “Yes,” it means they are open to receiving updates from you — a clear sign that they trust your information. This allows you to stay in touch through periodic messages or calls, increasing your chances of future insurance sales significantly.
Do you need finance for your daughter's marriage?
This question is highly sensitive and emotionally driven. Hence, your tone should be respectful, warm, and empathetic.
You can ask it like this:
“Every parent dreams of celebrating their daughter’s wedding with joy and dignity. Do you also wish to plan financially to fulfill this beautiful goal?”
If the person answers “Yes,” it becomes a golden opportunity for you to approach them soon with a suitable plan. This question not only helps you identify their potential financial needs but also strengthens the emotional bond of trust, which is vital in long-term client relationships.
Do you need funds for your children's higher education?
This question is not just about the child’s education — it connects deeply with a parent’s dreams. Hence, it should be asked with enthusiasm and financial awareness.
You may say:
“Every parent wants to see their children succeed. But rising costs of higher education often create financial challenges. Would you like to ensure that your children’s dreams are not affected by financial constraints? Have you made any prior arrangements for this goal?”
When a person answers “Yes,” it indicates they are open to financial planning. If you can convince them effectively, they might soon purchase a new education-related LIC policy from you. This question helps you position yourself as a problem-solver rather than a salesperson.
Do you want to manage money for old age pension?
This is one of the most important and opportunity-rich questions in the entire LIC survey form. If you look at the other questions, there might be situations where the answer is “No.” For example, a person may not have a daughter or a son — but every individual will grow old one day. That’s why this question becomes the most powerful and universally relevant part of the survey for every LIC agent.
You can ask it in this thoughtful and realistic way:
“Nowadays, after marriage, most children prefer to live independently. As a result, many people face financial challenges during old age. Considering this, many individuals are planning for their retirement well in advance. Would you also like to create a financial plan for your retirement?”
If the person answers “Yes,” that’s a clear sign that he or she can be your future policyholder.
By introducing LIC’s pension and retirement plans effectively, you can easily convert this conversation into a successful policy sale. This question doesn’t just identify a financial need — it connects you directly with the universal human desire for security, self-respect, and independence in old age.
Notes Section of the Survey Form
Once you have asked this final question, your LIC survey concludes and I’m confident that by following the principles shared in this training, you have successfully completed your first step toward professional success.
However, don’t make the mistake of thinking that your journey ends here. Completing the survey is not the end — it’s the beginning of a new phase, where you must develop business relationships and convert trust into sales.
For every survey you conduct, set a firm goal:
“No matter how many attempts it takes, I will ensure that I successfully convert at least one insurance sale from every survey.”
To achieve this, you must carefully record all the responses and data you’ve gathered during the survey. Each answer reveals valuable insights into the prospect’s mindset and financial priorities. These details will help you follow up strategically and offer the right LIC plan at the right time.
A detailed explanation of this process is covered in the accompanying video lesson — make sure you watch it to strengthen your understanding and results.
Conclusion
Let me remind you once again — the LIC Survey Form is not just a piece of paper; it’s a gateway to your success. It’s a powerful tool that, when used correctly, can help you achieve even the biggest sales targets with ease.
Trust the process. Follow this course sincerely and I can assure you — if you apply these methods consistently, you will reach new heights of success in your LIC career.
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