Question

Which of the following correctly explains the actions an agent should take if a customer wants to

apply for an insurance policy?
Have the customer sign a blank application, then take the application back to his office to complete prior to sending it off to the
insurance company
Complete the application over the phone with the customer, sign the application for the customer, then send the application off
to the insurance company
Complete the application and review the information with the customer prior to obtaining the customer's signature, then send
the application off to the insurance company in
Have the customer fill out the application and send it to his office for him to sign then send it off to the insurance company​

Answer 1

Complete the application and review the information with the customer prior to obtaining the customer's signature, then send

the application off to the insurance company

Step-by-step explanation:

- Insurance is a business based on trust.

-The agent therefore has to see to it that the customer is given all material facts pertaining to a particular policy.

-The customer must read, understand and review the entire business policy document before appending his/her signature on it.