Interaction 014-670-018

Contact
Interaction History
Media: E-mail. Received. From Contact: kavitha arumugam. Time: 20/08/2024 11:29:53.
Attention: This email was sent from someone outside of HDFC Life. Always use
caution when opening attachments or clicking links from unknown senders or when
receiving unexpected emails.
Policy No.: 25147248
I want to cancel the policy due to health issues. I opened the policy through the
HDFC Peedampalli branch but due to health issues, I can't go anywhere to cancel it.
HDFC Peedampalli is the nearest branch to my home. Kindly, cancel the policy and
return the money as soon as possible because I need that money for my treatment.
Sent to Specialist: [email protected]. By:Rule(Copy of New Sent to
Specialist spok). Time:20/08/2024 11:30:25.
<<014-670-018.HTM>>
Response received from Specialist: [email protected]. Time:20/08/2024
11:39:59.
Dear Customer,
Thank you for writing to us. We acknowledge your query/request and will get back to
you in 2 working days. Please note your interaction ID HDFCSL=014-670-018
pertaining to this request
Self Service Options for you:
You can now avail the benefits of self-servicing by choosing the relevant link.
You may also visit our digital service platforms to get your servicing queries
resolved instantly! Please to know more OR chat with Etty our official
Please do not change the subject line of this email while replying to us.
Warm regards,
HDFC Life
Please add [email protected] and [email protected] to your contact list to
keep receiving emails from HDFC Life.
Contact Name: kavitha arumugam
E-mail address: [email protected]
Contact ID: 017-215-353
From: kavitha arumugam ([email protected])
To: [email protected]
Date: Tuesday, August 20, 2024 11:24 AM
Subject: [External] Regarding HDFC Life Sanchay Par Advantage
From: Email ([email protected])
To: [email protected]
Date: Tuesday, August 20, 2024 11:30 AM
Subject: <.FW.> 'HDFCSL=014-670-018' [External] Regarding HDFC Life Sanchay Par
Advantage
From: [email protected] ([email protected])
To: [email protected]
Date: Tuesday, August 20, 2024 11:39 AM
Subject: 'HDFCSL=014-670-018' Regarding HDFC Life Sanchay Par Advantage~A41
Click here to avail services on Elle Bot Click here to raise SR on My Account
l Pay Premium l Fund Details l Change in Address l Fund Switch l Premium Details l
Policy Soft copy l PAN Update l Change in NEFT
l Premium Receipts l Unit Statement l Change in Mode / Frequency l Change in Mobile
No./
Email Id l Policy Details l Client ID l Premium Redirection l Change in Nominee l
Premium Statement l Premium Auto Debit l Change in Name
click here Whatsapp bot
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Transferred from: Email. To: Cancellation. By: Rule(Senseforth TeamRouting Team
Cancellation). Time: 20/08/2024 11:39:59.
Assigned to: EPI_EPI287. By: EPI_THE171. Time: 20/08/2024 11:53:17.
Comments added by: EPI_EPI287. Time: 20/08/2024 13:52:56.
Email Verified
KAVITHA A
Client Id - OO461624
BASIC DETAILS
Nudges
Orion docs
LMS Portal
Total no. of Policies: 1
Email ID - [email protected]
Phone No 2 - NA
COP - NO
Declared Annual Income - ₹8,00,000.00
Gender - Female
Mobile - 919943438656
Alt. Mobile No. - 9943438656
Loan Account No. - NA
PAN - GHLPK7133Q
HDFC Client Id - NA
Marital Status - Single
Preffered Language - English
DOB - 19/07/1999
NRI Indicator - No
Customer Segment - GenZ+Young Millenials
City - Coimbatore
State - Tamil Nadu
Pin Code - 641016
Permanent Address - SITE NO 6 BIRUNTHAVANAN NAGAR ,PAPPAMPATTY ROAD PEEDAM
PALLI ,Coimbatore ,Tamil Nadu
CUSTOMER PROFILE
DND HNI Segment RISK Profile NB Propensity
NO NO LOW RISK MODERATE
POLICY
PRODUCT DESCRIPTION
HDFC LIFE
SANCHAY PAR ADVANTAGE
PRODUCT CODE
ECM
UIN
101N136V02
PRODUCT VERSION
VERSION IX
Broad Features
PRODUCT RECOMMENDATION
Product Category 1
NA
Product Recommendation 1
NA
Product Category 2
NA
Product Recommendation 2
NA
POLICY DETAILS
CONTRACT NUMBER
25147248
APPLICATION NUMBER
1210074212842
CONTRACT TYPE
LIFE
APPLICATION STATUS
PRE-PRINTING
CONTRACT STATUS
IN FORCE
PROPOSAL DATE
04/08/2022
RISK COMMENCEMENT DATE
04/08/2022
LOCK-IN EXPIRY DATE
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NA
<<Email.PNG>>
Comments added by: EPI_EPI287. Time: 20/08/2024 14:02:12.
No SR raised
<<SR.PNG>>
Comments added by: EPI_EPI287. Time: 20/08/2024 14:07:09.
cx wants to surrender the policy
Comments added by: EPI_EPI287. Time: 20/08/2024 14:10:14.
Decision Tree Used
Surrender link to be shared directly to these Customers for surrender eligible
policies.
Support / Solution document
Surrender Link - Email Desk Customized Link
Template To Be Used :- Surrender Link - Email Desk Customised Link
Notes
Surrender -> Requesting for surrender -> Verification Success -> Customer is
eligible -> Inforce/Paidup -> Indian -> Non Term/ conventional policies -> No ->
Convention
Interaction ID
014670018
Interaction ID has been submitted successfully.
<<DT.PNG>>
Comments added by: EPI_EPI179. Time: 20/08/2024 14:17:33.
https://myaccount.hdfclife.com/sl/b10ff51e225e527db8388d9c8ded08ac
04/09/2024
Resolved with Response. Media: E-Mail. To Contact: kavitha arumugam. By User:
EPI_EPI287. Time: 20/08/2024 14:26:07.
Dear ,
This is with reference to your email communication dated 20/08/2024 regarding your
HDFC Life Sanchay Par Advantage policy number 25147248. The policy is currently in
In Force status.
We acknowledge your email and understand your concern.
As our valuable customer we encourage you to reconsider your decision. Insurance is
the best way to protect yourself from an uncertain tomorrow; hence we recommend
that you should continue with your policy.
The above link is valid for 15 days and will expire on 04/09/2024
Steps for surrendering your policy:
From: Cancellation ([email protected])
To: kavitha arumugam
Date: Tuesday, August 20, 2024 02:48 PM
Subject: RE:'HDFCSL=014-670-018' [External] Regarding HDFC Life Sanchay Par
Advantage
KavithaA
In case you still wish to surrender your policy; click below:
https://myaccount.hdfclife.com/sl/b10ff51e225e527db8388d9c8ded08ac
· Enter policy number and login using OTP received on the mobile number registered
with HDFC Life.
· Click on "Get Quote" button to generate Surrender Quote.
· Click on "Surrender" button to start surrender process
· Select Payee account from the drop down (Option for NRE, NRO and NRE & NRO are
given)
Page 3 of 9
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Your surrender request will not processed unless all documents are uploaded and no
further requirements are called for.
List of documents to be kept ready before proceeding to the link:
l KYC: Self attested copies of ID and address proof in the name of the Kavitha
Arumugam.
HERE
l PAN:
HERE
l NEFT details
Please note:
l Please do not send documents directly to [email protected]
l If you face any error while uploading the documents, please share a screenshot at
[email protected]
Kashish Sonawane HDFC LIfe
Introducing Quick Policy Loans for Your Convenience! Speedy Approval, Low Rates,
and Customized Repayment. Get in Touch to check eligibility: 022- 68446530 or send
an email at [email protected].
· Select reason for surrender and tick on the declaration box after reading it
carefully (Please read the disclaimer also for ULIP products).
· Click on "Proceed" to generate "Service Request" number for surrender process
· Update and verify payee details by clicking on "Verify Payee Details" button
(Mandatory details to be updated for this process are PAN, Payout/NEFT and KYC).
· Upload documents against all the service requests (KYC, PAN, NEFT etc.) generated
one by one. For beneficiary payout cases, supporting documents for beneficiary are
required.
· Click on "Finish" button once all the documents are uploaded.
Click to check the list of valid proofs.
Self attested copies of PAN Card of Kavitha Arumugam. If not available at the time
of payout, TDS @20% will be deducted instead of 5% if applicable.
Please note if PAN is not linked to Aadhaar, PAN shall become inoperative under the
Income-tax law resulting in higher tax deduction at source from any payouts due to
you.
Click to link PAN to Aadhaar Card.
: Kavitha Arumugam.Personalized cancelled cheque with IFSC, account holder's name
and account number printed on it OR front page of Bank passbook /latest bank
statement (last 3 months) with IFSC, account holder's name and account number
printed.
For any further assistance, please feel free to contact us. We will be glad to help
you.
Please add [email protected] and [email protected] to your contact list to
keep receiving emails from HDFC Life
.Regards,
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Properties
Chat
Total time spent 36
Minutes spent since
state set to open 0
Last opened 20/08/2024
Interaction state Resolved
Interaction age time 0
Consult state Was Escalated
Review state Inactive
Interaction created
through media E-Mail
Interaction priority Normal
Reply state None
Last Contact Message 20/08/2024 11:29
Created 20/08/2024 11:29
Last resolved at 20/08/2024
No. of Messages 4
Date last updated 20/08/2024
Contact ID 17215353
Team Cancellation
Contact kavitha arumugam
Subject [External] Regarding HDFC Life Sanchay Par Advantage
Reserved for (None)
Reviewer (None)
Assigned to EPI_EPI287
Language English (United States)
Interaction thread last
updated 20/08/2024
Parent Interaction ID 0
No. of Sub
Interactions 0
Escalation1 No
Escalation to Team2
Escalation level
Escalation Level 2
Branch Name
Total Time Spent on
interaction 1016988
CLS_RefNo
pending_rule
Routing Rule
Claims_consulted
Target ID 0
Open_autoclosure No
High_priority_escalation
Mail sent (High
priority) Level 0
Process to be reviwed No
reopened Flag -
followup message 0
QRC Status
New_Interaction_ID
Last Resolved By User EPI_EPI287
Custom Interaction
State Resolved
Custom Last Open Date 20/08/2024 14:26
Untouched Days 0
Repeat Counts 0
Creator of Sub
Interaction
OBSIECS
Repeat Counts For HNI and NRI 0
Last Assigned At
AssignedTo_UserID
HDFC Source
Exide Source
NRI Indicator
Senior Citizen
Enrouted Date
Enrouted Team
No Service ID
FwdFailed
Object Links
Canned Response
Email Resolution
Underwritng_Pro
transfer_complaints 0
Email_Type
Issue
Sub Issue
Level One
Resolved transfer
Reopened Text
Auto Allocation Customization Date
Time
Number Of Times
Assigned 0
Consult
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Interaction Details
UW / OPS
Msseage TAT
Online Query
Common
Contact
ID
Contact
name
Starting URL
Owner Created
on
Session accepted
at
Stall
count
Session
time
Session wait
time
Session ended
at
Session
lifetime
Browser IP
address
Supervisor barge#in
Conference Chat
type
Interaction Source
Interaction Type
Repeat Count Meta 0
Followup With
Specialist
Auto-closure
Backend_resolve
Transfer_repeat_cases
-CNX No
Transfer Reopen case No
Transfer Auto Closer
Complaints Transfer
date
Transfer AutoCloser
IGS
Message count SR
property
Transfer to cnx follow
sunday
Transfer From
Inbound Escalation Rule
Interaction In Services Queue
Repeat Count For Report 0
Feedback Trigger
Query Type
Sub Query Type
Complaint
Deviation
Request
Query
Channel
Zone
Repeatative Query
Online Query Related
Repeat Count 0
OPS
Issues
Sub-Issues
3rd Level
Time Logged on
Phone 0
Repeatative Query
UW
TransferredFromService
TransferredBackAT
Direction dCDServerTime TAT
Specialist
_online_query Other
Query Disposition
Online Query Source
Online Query
Interaction Type
Online Query Issue Description
Online Query Sub
Issue Description
Request
Last consulted date
Contact_mail_count 0
Last generic ID
Date_Final resolution
provided
Interim Response Date 20/08/2024 14:26
Interim Response
Sent Yes
Resolve Time Counter 0
Count of Incoming Message 1
Check Incoming Flag Yes
Transferred To
Servrec
Closure by
Resolved
count_previousday 0
Resolved count today 0
Reopened count 0
Reporting Manager
Last Resolved count
SR 0
Spok
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Mandatory_property
Interaction Reopened Date
Feedback Link New
Senseforth For ~A8
Escalations
Duplicate Interaction Of
Transferred From
Autoclosers
followup claims
Interim TAT date
Interim TAT
Consult Specialist
Department Consulted
Specialist Consulted On
Specialist Responded On 20/08/2024 11:39
Rules-properties
Internal_dept_escalation
Complaints_escalation1 NO
Complaints_escalation2 NO
Complaints_escalation3 NO
SenseForth No
interaction_state No
date_lastopened
Mail sent Yes
RedAlertCNX#TagDate
RedAlertIGS-TagDate
Reopened Date
Restting Resolved
Flag No
Sub Interaction Created Date
Consulted Details
BSDM_Consulted No
UW Consulted Details
Routingto CustomerSupport
Update Property for
Backend CS Routing No
Bulk FWD to CS
Team
Assigned to None on
followup Writeback From Customer
Request received
from Customer
Blank Email
Bulk resolve handled
by CS Team
Bulk Resolve handled
by CS
Update Property for
Backend resolve
Transfer to Branch Q
Proactive properties
Proactive User
Assignment Date
Last Reopened count
Proactive 0
InteractionType Request
MarkInCorrect
Policy No 25147248
Follow Up Date 20/08/2024
TEMP ID na
Issue Description
Resolution state FTR
Followup Date 20/08/2024
Department_Name NA
Sub Issue Description
Red Alert
view contact history
ACTIVITY Surrender
SUB ACTIVITY Request Outside Lock in ( Docs, branch redirect , link, Request for
Docs )
Taisma User ID
Resolution/Action Code Link Shared
Channel partner
Duplicate_OF 0
Calling Remarks
connected/not
connected Within 24 Hours Within 48 Hours
SLA Breached
Interaction Reopen Date Time
Interaction TAT
Auto Escalation Email
Triggered Date
Repeat
NFTR Interaction Age 0
NFTR Interaction Tag
Time
Interaction Age
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Linked properties
BSDM Mandatory Property
HNI queue & NRI queue Mandatory Tab
Escalation Matrix
Interaction Age in Hrs 0
Number of q/r/c raised
by client 1
Feedback Sent
Email verified / Past
ints checked
Attachments attached
correctly
SR to be raised if multiple requests
All FR raised correctly
at one go
Addressed all the
q/r/c of the client
SR
-Number
FTR SLA
NFTR SLA
Tagging done
correctly
Have you checked
Chq/DD
- NEFT tag in
TEBT
If Online payment
If KYC available
Agent source? Send
Branch
Check STP Document
in the TEBT
OutcallingRemarks
Delay By Department
LAG_createdat 14
Split_identifier 0
Last consulted
Autoclosure_Resolved_By
IncomingMessageCounter 0
Escalated to
Level_1
Level_2
Level_3
Reply to be sent to
the customer
Reply to be sent to
the customer 2
Agent_actioned
Agent_actioned2
LAG_lastopened 14
last response
Departmental TAT 0
Incoming mail count
today 0
Customer TAT 0
tfrom high priority
Interim YES
Incoming mail
count_previousday 0
Unactioned NO
Customer_Incomingmail -Count 0
closurebyFTR
LastReopenedDate
To Email ID [email protected] [email protected]
Groups
-Lastsent Mail
NewSubInteractionID 0
SubInteractionIDCreator
Service request No
Client ID
BSDM Resolution
State
Disposition
SUB DISP
NEFT
Transferred From Date
Rejection Remarks
Transferred To Date
Document Uploaded
DocUploaded UserName
Docs Policy No
Processing Remark
Date Cops updated
BSDM Bulk resolve
handled by CS Team
BSDM Bulk Resolve Cases
BSDM Bulk forward to CS
Bulk FWD from BSDM
to CS
Number of Call
Attempts : 0
Call Connected :
Resolution code
updated :
FTR/NFTR Category FTR
Case Type Fresh
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9
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CNX Active Queue To SIECS and Renewal queue
Epicenter Active queue To Claims_Cases
HIGH PRIORITY QUEUE TAB
Department Type
Sub Dept Work Types
Generic email ID
Department to be
tagged
TAT 1
Name 1
Escalation 1
Name(L1 - Back Up) NA
Escalation 1(Back Up)
TAT2
Name 2
Escalation 2
TAT 3
Name 3
Escalation 3
CNX Active Queue To
SIECS and Renewal
queue
No
Transfer To SIECS
And Renewal Queue
Epicenter Active
queue To Claims_Cases
Yes
WHEN A WRITE
BACK RECEIVED
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