please now

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.

The form/questionnaire for business customers should capture the