sterday, we met Lockton team who have intended to expand our ordinary product especially PHS and saving product. At present, they face some points which are not comfortable for them to coordinate with other insurers as below:-
• They don’t know the UDW status which is approved or not.
• They don’t know the payment status that we can collect the money or not.
• They don’t know the NB report every month.
• They haven’t got any renew report from insurers. They prefer to get 60 or 30 days in advance before the expiry date because they have a renew team to remind and follow their clients.