QUESTIONNAIRE

ICICI PRUDENTIAL LIFE INSURANCE Name: ____________________________________ ____________________________________ DOB ________________ Annual Income _ _ _ _ _ _ _ _ _ _ _ Mobile: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Occupation: _ _ _ _ _ _ _ _ _ _ _ _ _ _ Tel (Res) _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Address: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Q1. Whats your perception about Life Insurance? A Saving Tool Investment A Tax Saving Tool Future Protecting Tool

Q2. While thinking of Insurance Company, which company comes in your mind first? 1. ______________________ 2. ______________________ 3. ______________________ 4. ______________________ 5. ______________________ Q3. Do you have any Life Insurance Policy? YES NO
(If No than go to Q7)

Q4. Which companys Insurance Policy do you have? LIC HDFC ICICI Birla Sun Life BAZAZ Allianz Other _________

Q5. What is the amount of Sum Assured? <100,000 < 200,000 < 500,000 >500,000

Q6. What features of company attracted you to buy its product? Low Premium Reputation Agents Service Products Money Back Guarantee Other ____________________

Q7. For how many years old do you have your Life Insurance Policy? < 2yrs < 5yrs < 10 yrs >10yrs

Q8. Do you save regularly for? Retirement Taxation Childrens Future Risk cover

Q9. Do you have any Unit Linked Investment Plans? YES NO

(If yes than answer Q10)

Q10. What do you intent to gain from Investment Plans? Savings and Returns Security

Tax Benefits Q11. Are you planning to purchase new Insurance Policy from ICICI PRUDENTIAL? YES NO

Q12. Would you like to get professional advice in Insurance Solution? YES Q13. Any Reference: (I) Name: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Address: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ____________________________________ Occupation:_ _ _ _ _ _ _ _ _ _ _ _ _ _ Tel (Res) _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Mobile: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ (II) Name: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Address: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ____________________________________ Occupation:_ _ _ _ _ _ _ _ _ _ _ _ _ _ Tel (Res) _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Mobile: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ NO

TABULATION & ANALYSIS:

From the above questionnaire, we found number of findings and according to them we can do analysis that which type of strategy should be adopted for improving the earnings of the company given belowQUESTION NO 1

Perception of people regarding Life Insurance

Perception
Saving Tax Saving Investment Future Protection

People (%)
24 40 13 23

QUESTION NO 2

Companies come into the mind of people while thinking of Insurance Companies.

Companies
LIC BAZAZ ALLIANZ ICICI PRUDENTIAL KOTAK MAHINDRA OTHERS

People (%)
84 6 5 3 2

LIC BAZAZ ALLIANZ ICICI PRUDENTIAL KOTAK MAHINDRA OTHERS

QUESTION NO 3

People already having Insurance Policy

Choice
Yes No

People (%)
66 34

QUESTION NO 4

People having Insurance Policy of different companies

Companies
LIC ICICI PRUDENTIAL BAZAZ ALLIANZ HDFC BIRLA SUN LIFE OTHER

People (%)
71 14 8 3 2 2

QUESTION NO 5

People having policy with Sum Assured

Amount
<100000 <200000 <500000 >500000

People (%)
8 19 66 7

QUESTION NO 6

For how many years people having policy

Years
<2 <5 <10 >10

People (%)
39 27 22 12

QUESTION NO 7

People saves regularly for

Saving Alternatives
RETIREMENT CHILDRENS FUTURE TAXATION OTHERS

People (%)
10% 12% 70% 8%

QUESTION NO 8

People having ULIP policy

Choice
Yes No

People (%)
49 51

QUESTION NO 9

People intend to gain from ULIP policy

Benefits
Returns Security Tax Benefits

People (%)
73 7 20

QUESTION NO 10

People interested in purchasing Insurance Policices from ICICI PRUDENTIAL.

Choice
Yes No

People (%)
91 9