Keep each two-wheeler identifiable
Maintain the customer and vehicle details against the correct policy reference. Verify the information on the issued schedule, rather than carrying forward unreviewed details from an old enquiry.
Track the dates in the issued documents
Use the dates stated for the relevant cover in the policy documents. Where a record contains different periods, retain that distinction so reminders are based on the correct information.
Close the follow-up with evidence
Record the customer response, any details requested and the final issued document. Keep pending verification visible to operations after the sales conversation ends.
What to keep with the record
- Customer and two-wheeler details
- Policy and relevant cover periods
- Source document and amendments
- Renewal contact outcome
HDFC ERGO two-wheeler policy wording specimen ↗
Reference documents should be matched to the insurer, product and version on the issued policy. This guide covers record management; the issued policy determines coverage.