投保资料填写规职场训练.pptVIP

个险投保资料填写规范;Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd.;常用单证列表;Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd.;对于没有工作单位的个体工商户，填写“个体工商户“;4-15岁必须提供户口簿，16周岁以上必须提供身份证;注意点: 1、受益人不得填写“法定”字样　　　 2 、受益顺序多于3个，或没有受益顺序但受益人数多于3人的，有关资料在“备注”栏内填写;1、最多可填六个险种，若超过六个，需另外填写一张投保单 2、保险期间和交费期间根据投保人的选择和保险条款规定填写 3、国寿长久呵护住院费用补偿医疗保险的保险期间和交费期间都填写“1”年 4、“国寿康宁定期重大疾病保险”必须与“国寿附加康宁两全???险”组合销售 ;险种名称;;Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd.;Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd.;Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd.;Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd.;Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd.;Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd.; 1、“4-12C”在“是”的□内打“√”的，必须将其相关的详细说明填写在“13.说明”栏内 2、“11.妇女专项”，若投保人或被保险人为男性，不填 ;Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd.;;销售人员报告书;销售人员报告书;销售人员报告书;投保提示书;婴幼儿健康状况补充问卷;婴幼儿健康状况补充问卷; 医疗保险投保约定;Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile 5.2.0.0. Copyright 2004-2011 Aspose Pty Ltd.;填写存在问题;个人投保单常错项;“通讯地址”栏填写不详，如填写为“XXX 县XXX镇” 要填写信函寄达地。“住所”要填写详细地址，写清楚街道、巷 及门牌号等。 移动电话填写错误 错误填写：将小灵通号填写在“家庭电话”栏 正确填写：小灵通应填写在“移动电话”栏 √ 公司信息通知方式 勾选错误（勾选“电话”） 目前公司开通的信息通知方式包括：手机短信、信函； 注意所选择的公司信息通知方式与所提供的客户联系方式的一致性; √