A questionnaire on life insurance is a key element in getting the detailed info about an individual applying for life insurance in a private bank or public bank. Life insurance has got its own benefits has it cover your life, most of the private sectors cover life insurance for certain period of time. Every insurance company has its own way of dealing with life insurance, every company’s insurance plans and policies differ and it’s always good to have a questionnaire before the client applies for life insurance. Below are few sample questions that could help you understand what the client is actually looking for.



Sample Life Insurance Questionnaire:


Take personal details:

Name of the individual:
Date of Birth:
Gender:
Marital status:
Educational Background:
Current Work Details:
Source of Income:
Type of Job:
Family Income (monthly):
Address:
Land Line:
Mobile:
Email ID:
Working company ID:
Social Security ID:
Birth Place:
Driver's License:
Permanent residence Card:

Do you have life insurance in other banks? If so which sector [Public] or [Private]?

Specify the bank names in which you have taken insurance?

How did you get to know about our bank and insurance?

As of now how many insurance policies you have?

If this is your first life insurance, how many lives do you want to insurance?

Do you have an idea about revocable and irrevocable beneficiaries?

Do any of your family members have insurance policies? If so what policies they have?

Do you know for how many years you need pay the premium amount?