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now please/word a) Design two Customer Information Forms/Questionnaires to use to gather information from potential customers. b) One form/questionnaire should be for individual customers and
now please/word
a) Design two Customer Information
Forms/Questionnaires to use to gather information from potential customers.
b) One form/questionnaire
should be for individual customers and
c) one should be for business customers.
d) You may create the forms/questionnaires using the software of your choice (MS Word or MS Excel or MS Access).
e) The form/questionnaire for individual customers should capture the following
information:
a) Name
b) Contact details
c) Gender
d) Age
e) Income
f) Marital status
g) Number and age(s) of
child(ren)
h) Profession
i) Questions to identify interest in and needs for the types of insurance you are selling
j) Questions to help you identify if a product you are selling will be an advantage or disadvantage to the customer
k) Questions to help you identify the customers future needs (short, medium and long- term) for insurance products you are selling.
l) Questions to help you identify the customers past history that could influence the type of insurance products you can recommend.
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