total 100 samples

Occupation
a. Student 29
b.Self employed 30
c. Service 37
d.retired 2
e. Other (please specify) 2

Income category
a. 2 to 3Lac /p. a 31
b. 3 to 5 Lac/p. a 32
c. 5 to 7Lac/p. a 23
d. 7 to 10Lac /p. a 9
e. above 10Lac /p. a 5

How many members are there in the family?

a. 2 to 4 64
b. 4 to 6 30
c. above 6 6
d,e 0
5. Rank these factors according to your preference while purchasing the
insurance policy?
Factors Rank (1 to 4)
Child’s education
Retirement
Child’s marriage
Medical illness
Other (Please specify)

6. Do you have life insurance policy?

a. Yes 92
b. No 8

7. If yes, which company?

a. LIC 72
b. ICICI 12
c. HDFC 5
d. Kotak Mahindra 4
e. Tata AIG 2
f. Max Newyork 2
g. Birla Sunlife 1
h. Bajaj Allianz 2
i. Other (Please specify) 0

8. Which insurance product you have taken? 78

a. Life plan 54
b. Health plan 19
c. Child plan 2
d. Retirement plan 3
e. Other (Please specify)

9. What is total policy sum assured?

a. 50,000 8
b. 1 Lac 24
c. 2 Lac 39
d. other (please specify) 29

11. How did you come across the policy?

a. Advertisement 22
b.Friend & relatives 40
c. Direct selling agent 33
d.Other (Please specify) 5

Main concern while taking the insurance policy?

a. Tax benefits 29
b. Security 57
c. Investment/Savings 13
d.Other (Please specify) 1

Which criteria do you apply for selecting an insurance company?

a. Policy scheme 33
b. Brand 11
c. Services 24
d. Reliability 32
e. Relationship (agent)
f. Other (Please specify)

In buying an insurance policy, your decision was influenced by: -

a. Family 51
b. Friends & Neighbors 23
c. Professionals & Trade unions 16
d. Brand advertisement 8
e. Other (Please specify) 2

Does this policy satisfy your financial needs?

(Please rate on the scale 1 to 10 with 1 being the least)

Please express your opinion for the services offered by the company
a. Highly satisfied 6
b. satisfied 74
c. Neutral 19
d. Not satisfied 0
e. Highly unsatisfied 1

Which mode do you prefer to pay the premium?

a. Monthly 22
b. Quarterly 19
c. Half yearly 18
d. Annually 41

If given a chance would you like change the company or product?

a. Yes 15
b. No 85
Total no. of samples: 23

Occupation
a. Student 14
b.Self employed 5
c. Service 4
d.retired
e. Other (please specify)

Income category
a. 2 to 3Lac /p. a 5
b. 3 to 5 Lac/p. a 8
c. 5 to 7Lac/p. a 3
d. 7 to 10Lac /p. a 4
e. above 10Lac /p. a 3

How many members are there in the family?

a. 2 to 4 8
b. 4 to 6 11
c. above 6 5
d,e

5. Rank these factors according to your preference while purchasing the

insurance policy?
Factors Rank (1 to 4)
Child’s education
Retirement
Child’s marriage
Medical illness
Other (Please specify)

6. Do you have life insurance policy?

a. Yes 21
b. No 2

7. If yes, which company?

a. LIC 14
b. ICICI 2
c. HDFC 2
d. Kotak Mahindra 3
e. Tata AIG 2
f. Max Newyork
g. Birla Sunlife
h. Bajaj Allianz
i. Other (Please specify)
8. Which insurance product you have taken?
a. Life plan 16
b. Health plan 4
c. Child plan 3
d. Retirement plan
e. Other (Please specify)

9. What is total policy sum assured?

a. 50,000 2
b. 1 Lac 13
c. 2 Lac 5
d. other (please specify) 3

11. How did you come across the policy?

a. Advertisement 7
b.Friend & relatives 9
c. Direct selling agent 4
d.Other (Please specify) 3

Main concern while taking the insurance policy?

a. Tax benefits 6
b. Security 11
c. Investment/Savings 6
d.Other (Please specify)

Which criteria do you apply for selecting an insurance company?

a. Policy scheme 9
b. Brand 4
c. Services 2
d. Reliability 7
e. Relationship (agent) 1
f. Other (Please specify)

In buying an insurance policy, your decision was influenced by: -

a. Family 11
b. Friends & Neighbors 9
c. Professionals & Trade unions 3
d. Brand advertisement
e. Other (Please specify)

Does this policy satisfy your financial needs?

(Please rate on the scale 1 to 10 with 1 being the least)

Please express your opinion for the services offered by the company
a. Highly satisfied 3
b. satisfied 13
c. Neutral 7
d. Not satisfied
e. Highly unsatisfied

Which mode do you prefer to pay the premium?

a. Monthly 4
b. Quarterly 12
c. Half yearly 1
d. Annually 6

If given a chance would you like change the company or product?

a. Yes 5
b. No 18
asing the