Traditional Culture Encyclopedia - Traditional virtues - Matters needing attention in handling insurance preservation
Matters needing attention in handling insurance preservation
1. The basic process of security service: the customer prepares the required documents and applies for changes → the insurance company reviews and confirms → the insurance company issues an approval form.
2. Documents that should be prepared for preservation: insurance policy; Related applications; Identification documents of relevant personnel; Other relevant documents.
3. Save the application method:
The applicant or the insured goes directly to the customer service department;
The applicant or the insured entrusts others to handle it (the original identity certificate of the trustee and the power of attorney signed by the applicant are required);
Address change can be handled by letter or telephone center;
Other methods recognized by the insurance company.
Reply time: 2022-0 1-20. Please refer to the latest business changes announced by Ping An Bank in official website.
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