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  • CRU Telephonic Revival

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    QuinnCham Mia Gift
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    1. A request form was submitted to revive or reinstate insurance policies and benefits for a customer under certain Old Mutual products. 2. The form provides contact details for the financial adviser and customer, and requests information on contract numbers, benefits to be revived, and whether the customer is willing to pay missed premiums. 3. Key details include the customer's name, contact numbers, contract numbers, and confirmation that the customer qualifies and is willing to revive or reinstate their policies and pay any missed premiums required by the product rules.

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    1. A request form was submitted to revive or reinstate insurance policies and benefits for a customer under certain Old Mutual products. 2. The form provides contact details for the financial adviser and customer, and requests information on contract numbers, benefits to be revived, and whether the customer is willing to pay missed premiums. 3. Key details include the customer's name, contact numbers, contract numbers, and confirmation that the customer qualifies and is willing to revive or reinstate their policies and pay any missed premiums required by the product rules.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    9 views1 page

    CRU Telephonic Revival

    Uploaded by

    QuinnCham Mia Gift
    1. A request form was submitted to revive or reinstate insurance policies and benefits for a customer under certain Old Mutual products. 2. The form provides contact details for the financial adviser and customer, and requests information on contract numbers, benefits to be revived, and whether the customer is willing to pay missed premiums. 3. Key details include the customer's name, contact numbers, contract numbers, and confirmation that the customer qualifies and is willing to revive or reinstate their policies and pay any missed premiums required by the product rules.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    of 1

    CUSTOMER RETENTION UNIT

    REQUEST FORM
    FOR GREENLIGHT COVER REVIVALS
    AND/OR INVESTMENT HORIZONS/MAX
    Old Mutual Life Assurance Company (South Africa) Limited, registration number 1999/004643/06
    Old Mutual Investment Services (Pty) Ltd, registration number 1996/00452/07 (OMIS) INVESTMENTS REINSTATEMENTS
    The submitting party must please email this request with the contract number in the subject line to
    CustomerRetentionUnitRevivals@oldmutual.com

    Operations support consultant


    Financial adviser name OLGA NEMAUNGUHWI
    Financial adviser code A661199
    Contact details Email onemaunguhwi@oldmutual.com
    Work telephone 0159602356

    IMPORTANT NOTES
    1. Please submit one request form per contracting party. Additional request forms must be submitted for additional contracting parties.
    2. If an adviser change is required as part of this revival/reinstatement request, please attached a completed IAN document. No adviser change will
    be processed once the revival/reinstatement has been finalised.
    3. Customer Retention Unit will attempt to contact the customer within 72 hours and keep the financial adviser updated via e-mail of each
    attempt to contact customer.

    Please tick the confirmation blocks. This request will not be acted on if blocks are not ticked.
    1. Confirm if customer does in fact qualify for cover revival and/or reinstatement.

    2. Confirm if the customer does qualify for cover-revival and/or reinstatement as per product rules, please contact the customer
    and find out if they are willing to revive/reinstate the paid-up policy(ies).

    3. If YES, please complete the information related to the contracting party and the contact numbers below.
    Title: Mr Ms Mrs Other Initials

    Surname

    (Work) Code No.

    (Home) Code No.

    Cellphone

    Contract number(s)
    1. 2. 3.
    Benefit(s)/Plan(s)
    1. 1. 1.
    2. 2. 2.
    3. 3. 3.
    4. 4. 4.
    5. 5. 5.

    OR ✔  evive/reinstate all qualified benefits


    R OR  evive/reinstate all qualified benefits
    R OR Revive/reinstate all qualified benefits
    under the contract. under the contract. under the contract.

    4. Is the contracting party willing to pay in the arrear/missed premiums on the Max Investments and/or Investment YES NO ✔
    Horizons plans and/or Greenlight savings benefit?
    
    IMPORTANT NOTE
    According to certain product rules. plans may only be reinstated if the arrears/missed premiums are paid. Please inform
    your customer of these mandatory premiums.

    Old Mutual is a Licensed Financial Services Provider

    AUGUST 2017 1 Greenlight Cover Revival & MAX Investment Reinstatements Form bds 08.2017 L11048

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