Auto & General Insurance

Pet insurance

GREETING

Step 1

Good Day, is this Mr. /Mrs, , My name is AG Agent from Auto and General Pet Insurance. How are you ?

Before we continue with the call, there are some legal disclosures I need to make.

Please note that all our calls are recorded for our mutual protection and can be made available on request.

The TIH Group of companies will process your personal information for insurance and risk management purposes. Are you comfortable to proceed?

Do you consent to receive information including direct marketing from the TIH Group of companies regarding insurance and related financial products through electronic means?

If under supervision: I am an authorised representative working under supervision of Auto and General. I do however want to assure you that I am fully capable of assisting you.
If not under supervision: I am an authorised representative of Auto and General.

How did you hear about Auto and General Pet Insurance

FINANCIAL NEEDS ANALYSIS

Step 2

Do you currently have any pet insurance?

If yes, Why are you looking to change?

If no, You have come to the perfect place …I will give you all the options we have and insights about our amazing cover.

What kind of cover are you looking for, what are your concerns?

How many pets would you like to insure?

Should you be happy with our Pet Insurance, how soon are you looking to get the cover?

Dogs

Cats

CONFIRMATION OF PLAN CHOICE

Thank you for selecting for [PET NAME(s)]. Once we are done with this call, I will send your policy documents to you via email within 48 hours. Please refer carefully to these documents including disclosures as they contain all the policy terms and conditions, details of exclusions, waiting periods, excesses etc, so that you can fully understand what [PET NAME] is covered for.

Please also make sure your details are correct. This service is rendered without the benefit of a full financial needs analysis and therefore it is your responsibility to make sure that the chosen plan meets your needs.

, to finalise the acceptance of this cover for your fur baby, I will need to confirm some details with you.

Completed

CONFIRMATION OF PLAN CHOICE

Thank you for selecting for [PET NAME(s)]. Once we are done with this call, I will send your policy documents to you via email within 48 hours. Please refer carefully to these documents including disclosures as they contain all the policy terms and conditions, details of exclusions, waiting periods, excesses etc, so that you can fully understand what [PET NAME] is covered for.

Please also make sure your details are correct. This service is rendered without the benefit of a full financial needs analysis and therefore it is your responsibility to make sure that the chosen plan meets your needs.

, to finalise the acceptance of this cover for your fur baby, I will need to confirm some details with you.

Completed

CONFIRMATION OF PLAN CHOICE

Thank you for selecting for [PET NAME(s)]. Once we are done with this call, I will send your policy documents to you via email within 48 hours. Please refer carefully to these documents including disclosures as they contain all the policy terms and conditions, details of exclusions, waiting periods, excesses etc, so that you can fully understand what [PET NAME] is covered for.

Please also make sure your details are correct. This service is rendered without the benefit of a full financial needs analysis and therefore it is your responsibility to make sure that the chosen plan meets your needs.

, to finalise the acceptance of this cover for your fur baby, I will need to confirm some details with you.

Completed

CONFIRMATION OF PLAN CHOICE

Thank you for selecting for [PET NAME(s)]. Once we are done with this call, I will send your policy documents to you via email within 48 hours. Please refer carefully to these documents including disclosures as they contain all the policy terms and conditions, details of exclusions, waiting periods, excesses etc, so that you can fully understand what [PET NAME] is covered for.

Please also make sure your details are correct. This service is rendered without the benefit of a full financial needs analysis and therefore it is your responsibility to make sure that the chosen plan meets your needs.

, to finalise the acceptance of this cover for your fur baby, I will need to confirm some details with you.

Completed

CONFIRMATION OF PLAN CHOICE

Thank you for selecting for [PET NAME(s)]. Once we are done with this call, I will send your policy documents to you via email within 48 hours. Please refer carefully to these documents including disclosures as they contain all the policy terms and conditions, details of exclusions, waiting periods, excesses etc, so that you can fully understand what [PET NAME] is covered for.

Please also make sure your details are correct. This service is rendered without the benefit of a full financial needs analysis and therefore it is your responsibility to make sure that the chosen plan meets your needs.

, to finalise the acceptance of this cover for your fur baby, I will need to confirm some details with you.

Completed

CUSTOMER DETAILS

Step 6

If you are happy with the , do you give us consent to capture your personal details and complete your application?

Can I please have your ID or Passport number: *

First Name: *

Last Name: *

Mobile Number: *

Alternative Number:

Email Address: *

Title: *

Gender: *

Date of Birth: *

Occupation: *

CUSTOMER ADDRESS

Step 7

Physical Address

Physical line 1: *

Physical line 2: *

City : *

Postal Code : *

My delivery address is the same as Physical

Postal Address

Postal Address 1: *

Postal Address 2: *

Postal City : *

Postal Code : *

BANK DETAILS

Step 8

Can I confirm the following?

You have now accepted the and you have understood the cover that you have chosen?

You are fully aware that your policy will commence and start on the and your first debit will go off on the of an amount of R

You are fully aware of the debit order of R running firstly on the and that will be debited from your account and future debits on the of every month thereafter ?

Should your debit order date falls on a weekend or public holiday, we will debit on the day before or the next working day thereafter.

Is the debit order account in your personal or business name:*

Personal Third Party Business

To identify your monthly premium of R on your bank screen you will see the name AUTOGENVAP.

Account Payers Id Number: *

Account Holder: *

Account Number: *

Bank Name: *

Branch Code: *

Bank Account Type: *

Debit Order Date: *

Inception Date: *

Preferred Language: *

Premiums are collected in advance meaning you will pay at the start of each month for that month or at the end of the month for the following month.

Completed

If your premium is not received, your cover will be suspended and you will have a 15 day grace period to make payment. If no premium is received for 2 months in a row, your policy will be cancelled.

Completed

Should you wish to cancel your policy please give us 30 days notice in writing or telephonically.

Completed

Premiums may be increased annually on an individual basis and we will notify you in writing 31 days prior to any increase or change to your policy.

Completed

Claims are administered by our partner Oneplan and for this service they receive remuneration in accordance with our binder agreement.

Completed

So , these are all the details we need. Thank you for choosing Auto and General to take care of PetName. Have a great day!