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  • Home
  • Products & Services
    • For Me
      • Household & Motor Insurance
      • Personal Insurance Products
      • By Preference
      • By Design
      • Auto and General
      • Unisure
      • Auto By Design
      • En-Route In-Car Insurance
      • Pinion
      • Specialty Products
      • Building Insurance
      • Household Insurance
      • All Risks Insurance
      • Motor Insurance
      • Specialist Insurance
      • 24 hr Home & Roadside Assist
      • Private Insurance Broking
      • Medical Aid
      • Medical Schemes
      • Financial Information
      • Documents
      • Calculators
      • Presentations
      • Gap Cover
      • Wellness
      • Be Informed
      • Alerts
    • For My Business
      • Business Insurance
      • Specialty Businesses
      • Passenger and Tourism Transport
      • Retail, Manufacturing, Wholesale and Services
      • Schools
      • Trucking
      • Public Sector
      • Aviation
      • Construction and Engineering
      • Mining & Natural Resource
      • Renewable Energy
      • Marine
      • Financial Institutions
      • Sport, Recreation & Entertainment
      • Specialty Insurances
      • Directors and Officers Liability
      • Medical Malpractice
      • Cyber Risk
      • Trade Credit Solutions
      • Political Risk Solutions
      • Professional Indemnity
      • Risk Consulting
      • Reinsurance
      • Employee Benefit Solutions
      • Health, Wellbeing and Risk Benefits
      • Communication and Online Benefits
      • Retirement Funds
      • Pan African Employee Benefits
      • Actuarial Services
    • For My Employees
      • Employee Benefits
      • Health, Wellbeing and Risk Benefits
      • Medical Schemes
      • Financial Information
      • Documents
      • Calculators
      • Presentations
      • Be Informed
      • EB Alerts
      • Retirement Funds
      • Wellness
      • Gap Cover
      • Enterprise Health Risk Management
      • Communication and Online Benefits
      • Pan African Employee Benefits
      • Household & Motor Insurance
      • Building Insurance
      • Household Insurance
      • All Risks Insurance
      • Motor
      • Specialist Insurance
      • 24 hr Home & Roadside Assist
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Joe Soap
Contact No:082 123 4567
Email:joe.soap@lycos.com
Lead Details
LeadID:1000258963
Requested date:08/11/2013
Status:Prospect
Current Tab Summary
View Summary
Client Details
Source/Lead activity
Need Profile1
Need Profile2
Risk Address
Buildings
Contents
Last Updated on 03 Mar 2014
Uncompleted Tabs3
Client Details
Source/Lead activity
Need Profile1
Completed Tabs4
Need Profile2
Risk Address
Buildings
Contents
Unused Tabs9
All Risk
Motor
Computers
Pleasurecraft
Value Add
Breakdown
Summary
Declaration
Quality Assurance

Client Details

Introductory Questions

Before we proceed, this call may be recorded.

Aon South Africa (Pty) Ltd. is a licensed Financial Service Provider in terms of the FAIS act and I am a Registered FSP representative. Aon accepts responsibility for the advice that I will provide to you.

As we underwrite at the point of sale, we will require certain information from you to enable us to provide you with a quotation. Should you accept the quotation and wish to take out the policy, Insurers may require additional information to accept the risk.

The information that you provide us will be considered to be part of the contract between you and the Insurers.

In order to provide you with the best possible premium, Insurers take various risk factors into account, including your credit profile from the credit bureau.

Capture Information

What is your ID number?
May we contact the credit bureau for your credit rating?

Please Note!

Note: If client refuses to give permission for ITC check, refer to Supervisor

May I confirm your personal Details?[ Question 1 of 23 ] --- [ 4% Done ]

Surname:
First Name:
Initials:
Title:

Are you a South African citizen?[ Question 2 of 23 ] --- [ 8% Done ]

What is your ID number?[ Question 3 of 23 ] --- [ 13% Done ]

ID Number:

What is your passport number?[ Question 4 of 23 ] --- [ 17% Done ]

Passport Number:

May we contact the credit bureau for your credit rating?[ Question 5 of 23 ] --- [ 21% Done ]

What is your date of birth?[ Question 6 of 23 ] --- [ 26% Done ]

Date Of Birth:

What is your home language?[ Question 7 of 23 ] --- [ 30% Done ]

Home Language:

What is your marital status?[ Question 8 of 23 ] --- [ 34% Done ]

Marital Status:

What is your spouse or partners details?[ Question 9 of 23 ] --- [ 39% Done ]

Spouse/Partner Surname:
Spouse/Partner First Name:
Spouse/Partner Initials:
Spouse/Partner Title:

Is your spouse/partner a South African citizen?[ Question 10 of 23 ] --- [ 43% Done ]

What is your spouse/partner's ID number?[ Question 11 of 23 ] --- [ 47% Done ]

Spouse/Partner ID Number:

What is your spouse/partner's passport number?[ Question 12 of 23 ] --- [ 52% Done ]

Spouse/Partner Passport Number:

What is your Residential Address?[ Question 13 of 23 ] --- [ 56% Done ]

Residential Address1:
Residential Address2:
Suburb:
City:
Street Code:

Is your postal address the same as your residential address?[ Question 14 of 23 ] --- [ 60% Done ]

What is your Postal Address?[ Question 15 of 23 ] --- [ 65% Done ]

Postal Address1:
Postal Address2:
Suburb:
City:
Postal Code:

Are your currently employed?[ Question 16 of 23 ] --- [ 69% Done ]

Who is your employer?[ Question 17 of 23 ] --- [ 73% Done ]

Employer:

What is your designation?[ Question 18 of 23 ] --- [ 78% Done ]

Designation:

Are you a Member of the Professional Provident Society?[ Question 19 of 23 ] --- [ 82% Done ]

What is your member number?[ Question 20 of 23 ] --- [ 86% Done ]

PPS Member Number:

Are you an Investec client?[ Question 21 of 23 ] --- [ 91% Done ]

What is your email address?[ Question 22 of 23 ] --- [ 95% Done ]

Email:

What are your contact details?[ Question 23 of 23 ] --- [ 99% Done ]

Home Tel:
Cell:
Work Tel:
Fax:

Client Details Summary

Surname:
First Name:
Initials:
Title:
Edit
Is South African citizen?
Edit
ID number:
Edit
Passport Number:
Edit
Contact the credit bureau for your credit rating?
Edit
Date Of Birth:
Edit
Home Language:
Edit
Marital Status:
Edit
Spouse/Partner Surname:
Spouse/Partner First Name:
Spouse/Partner Initials:
Spouse/Partner Title:
Edit
Is spouse/partner a South African citizen?
Edit
Spouse/Partner ID Number:
Edit
Spouse/Partner Passport Number:
Edit
Residential Address1:
Residential Address2:
Suburb:
City:
Street Code:
Edit
Is postal address the same as residential address?
Edit
Postal Address1:
Postal Address2:
Suburb:
City:
Postal Code:
Edit
Is currently employed?
Edit
Employer:
Edit
Designation:
Edit
Is a Member of the Professional Provident Society?
Edit
PPS Member Number:
Edit
Is an Investec client?
Edit
Email:
Edit
Home Tel:
Cell:
Work Tel:
Fax:
Edit

Script

Before we proceed, this call may be recorded.
Aon South Africa (Pty) Ltd. is a licensed Financial Service Provider in terms of the FAIS act and I am a Registered FSP representative. Aon accepts responsibility for the advice that I will provide to you.
As we underwrite at the point of sale, we will require certain information from you to enable us to provide you with a quotation. Should you accept the quotation and wish to take out the policy, Insurers may require additional information to accept the risk.
The information that you provide us will be considered to be part of the contract between you and the Insurers.
In order to provide you with the best possible premium, Insurers take various risk factors into account, including your credit profile from the credit bureau.

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