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Name of the respondent: 1. Age 2. Gender Male Female 18-24 Years 25-34 Years 35-44 Years 45 or more
5. How much have you invested in ULIPS by SBI life? 25000-50000 50000-100000 100000-200000 More than 200000 6. Do you have any knowledge about ULIPS? Yes No
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7. What is your objective behind your investment? Child Education Pension Savings Tax Rebate Investment
8. What is your main concern while taking ULIP policy? High Return Flexibility Investment/Saving Income Growth Tax Benefit Life Cover
9. What is the percentage of return you got from your investment 10% 15% 20% 25% >25%
10. Are you satisfied with the returns that you got from your investment? Yes No Cant Say
11. How would you rate the overall satisfaction level of ULIP plan offered by SBI life to you? Satisfied Highly Satisfied Unsatisfied Highly Unsatisfied Neutral
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12. In todays trend did you feel it safe to invest in ULIP plan of SBI Life? Yes No
13. What is the reason you chose ULIPS from SBI Life? Efficient customer service Low transaction cost Brand image of the company Growth opportunities Technology
14. What factors do you consider while selecting a ULIP product? Premium Outflow Company Reputation Service Quality Product Quality Return on Investment
15. Your views on the design of ULIP products by SBI life? Highly satisfied Satisfied Neutral Unsatisfied Highly unsatisfied
16. Will you recommend others to invest in ULIP plan of SBI life? Yes No
17. In which areas should the company improve? Simplification of claims procedure Transparency Premium competitiveness Flexibility
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18. What is your view about the insurance advisor? Please tick the appropriate box Particulars Knowledge of the products Courtesy and mannerism Follow up of policy Overall conduct Presentation about the products 1-Highly satisfied, 2-satisfied, 3-Neutral, 4-Unsatified, 5-Highly Unsatisfied 1 2 3 4 5
19. Would you like to continue with the same Life Insurance Company? Yes No
20. What is your view on the quarterly/half yearly/annual statements the company sends on the progress of your investment? Highly Satisfied Satisfied Neutral Unsatisfied Highly Unsatisfied
21. Are you satisfied with the response from the insurance advisor regarding your queries? Yes No
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22. .Are you satisfied with life cover provided by these ULIP plans provide? 23. What is your view on the charges being levied by SBI life? Highly Satisfied Satisfied Neutral Unsatisfied Highly unsatisfied Yes No
24. Your views on the handling of claims by SBI life? Highly Satisfied Satisfied Neutral Unsatisfied Highly unsatisfied
25. Would you like SBI life to approach you about the different proposals? Yes No
27. Your views on the ambience of the office? Highly satisfied Satisfied Neutral Unsatisfied Highly Unsatisfied
28. Are you satisfied with the behaviour of the staff? Yes No
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29. Do you think you could have got more rate of return in some other company? Yes No
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