👫 Cohorts
📋 Interview System
🌊 Current Flow
Generally me or saboo reach out to people and try to bring in them for one-on-one call with Vatsal. We ask for their policy docs & schedule the call. Problem in this system is the pre requisites are too low and the call end up being a long call as Vatsal tries both understanding user’s background & selling the 3 policies to them
🦯 Prerequisite Form
These are simple set of 4-5 questions just to guage a HI understanding of the user. Some of the questions can be -
Which of the following parameters do you have knowledge of / look while buying new policy? - Co-pay, Room rent etc Which other specific insurance parameter have you heard of - NO claim , restoration etc Finally you can choose to ignore it but does you parents have any pre existing condition? This will help our expert to suggest covers that will be best for you