You are an independent insurance adviser. You have met a customer at their home to discuss their income insurance needs. You ask various questions, consider the answers and then present some policy options. After some further discussion, the customer nominates their chosen option however because they are running late for another appointment, they ask if they can complete the policy application form later in the day. You readily agree and tell the customer that you will talk to them about arranging a review appointment after the application form is completed. Did you follow the correct process in assisting this customer?

answers:

1)Yes, because you did not attempt to review the customer's other insurance needs during the interview

2) Yes, because you built rapport and presented a suitable way of meeting the customer's needs

3) No, because you should have adjusted the normal advice process to suit the location of the interview