Platinum Life - Banking Details
Received phone call (after hours) and offered a free gift. Then explained about a very good sounding policy. Next thing wanted my banking details, which I refused to give. Phoned the call centre this morning and was told it is standard procedure. Sorry PL you lost me as a potential client with your very risky standard procedure.
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Platinum Life's replyOfficial
11 Feb 2022, 10:45Dear Johnny,
I have received your review and would like to provide more context and information regarding this matter
As we work strictly on a referral base and we don't any incoming business, if you have been nominated for a promotional gift, you might be contacted by our sales team and offered a policy with Platinum Life. All our business is conducted telephonically and underwriting is only done at claims stage, all details are captured in the call and an active policy contract is sent out. After receipt of the contract, you have a legal 30 day review period to go through it and can let us know at any time should you not wish to continue. If all details are not provided, we are unable to issue out a policy
You are welcome to contact us if you have any further questions or feedback regarding this
Kind Regards
Simone Venter
Client Relationship Specialist & Client Care Supervisor
I have received your review and would like to provide more context and information regarding this matter
As we work strictly on a referral base and we don't any incoming business, if you have been nominated for a promotional gift, you might be contacted by our sales team and offered a policy with Platinum Life. All our business is conducted telephonically and underwriting is only done at claims stage, all details are captured in the call and an active policy contract is sent out. After receipt of the contract, you have a legal 30 day review period to go through it and can let us know at any time should you not wish to continue. If all details are not provided, we are unable to issue out a policy
You are welcome to contact us if you have any further questions or feedback regarding this
Kind Regards
Simone Venter
Client Relationship Specialist & Client Care Supervisor
Platinum Life's reply11 Feb 2022, 10:45
Official
Dear Johnny,
I have received your review and would like to provide more context and information regarding this matter
As we work strictly on a referral base and we don't any incoming business, if you have been nominated for a promotional gift, you might be contacted by our sales team and offered a policy with Platinum Life. All our business is conducted telephonically and underwriting is only done at claims stage, all details are captured in the call and an active policy contract is sent out. After receipt of the contract, you have a legal 30 day review period to go through it and can let us know at any time should you not wish to continue. If all details are not provided, we are unable to issue out a policy
You are welcome to contact us if you have any further questions or feedback regarding this
Kind Regards
Simone Venter
Client Relationship Specialist & Client Care Supervisor
I have received your review and would like to provide more context and information regarding this matter
As we work strictly on a referral base and we don't any incoming business, if you have been nominated for a promotional gift, you might be contacted by our sales team and offered a policy with Platinum Life. All our business is conducted telephonically and underwriting is only done at claims stage, all details are captured in the call and an active policy contract is sent out. After receipt of the contract, you have a legal 30 day review period to go through it and can let us know at any time should you not wish to continue. If all details are not provided, we are unable to issue out a policy
You are welcome to contact us if you have any further questions or feedback regarding this
Kind Regards
Simone Venter
Client Relationship Specialist & Client Care Supervisor