Aon Malaysia Call Script
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Questions and Answers

What is required to change the firm name in the system?

  • A document proving the firm's establishment
  • A payment for processing fees
  • A verbal request
  • A Bar Council No Objection letter (correct)
  • Why might you be unable to proceed to the next page in the system?

  • Missing mandatory fields (correct)
  • Not receiving a verification email
  • Exceeding the maximum character limit
  • Not having a user account
  • What must you do to remove a Legal Assistant from the list?

  • Click 'Delete' next to their name (correct)
  • Email the management team
  • Inform a supervisor directly
  • Submit a form online
  • What is the purpose of adding previous work history?

    <p>To help insurers understand your coverage</p> Signup and view all the answers

    What is involved in adding a Partner or Consultant to the list?

    <p>Emailing with a Bar Council approval letter</p> Signup and view all the answers

    What defines Non Admitted Staff?

    <p>Staff not mentioned in the Legal Practitioner section</p> Signup and view all the answers

    How can you edit the details for a Partner or Consultant?

    <p>By sending an email with a Bar Council approval letter</p> Signup and view all the answers

    What does the 'Add Firm Details' option allow you to do?

    <p>Include previous firms you have worked at</p> Signup and view all the answers

    What should you do if you cannot find your firm in the directory?

    <p>Request details from the Malaysian Bar's Membership Department.</p> Signup and view all the answers

    What does Column Q in the Firm Master List Excel document contain?

    <p>The email address registered with the firm.</p> Signup and view all the answers

    How can you reset your password if you forget it?

    <p>Click on 'Forgot Password' and follow the email instructions.</p> Signup and view all the answers

    Who should you contact to change the email address registered with your firm?

    <p><a href="mailto:[email protected]">[email protected]</a> for assistance.</p> Signup and view all the answers

    Which field is editable by you on the platform?

    <p>Partner in charge of insurance matters.</p> Signup and view all the answers

    What information can be found in the Bar Council No Objection letter?

    <p>The firm code.</p> Signup and view all the answers

    Why is changing the email address not allowed directly on the platform?

    <p>To ensure the right partner receives important communications.</p> Signup and view all the answers

    What action is needed if a firm is not in the Firm Master List?

    <p>Request the firm to send an email with the No Objection Letter.</p> Signup and view all the answers

    What is the duration for which claims loading is applicable after notifying a claim?

    <p>5 years</p> Signup and view all the answers

    What is the maximum percentage of the claim amount that can be applied as claims loading?

    <p>25%</p> Signup and view all the answers

    If a firm receives a settlement of RM100,000, what would be the claims loading in 2025 if the base premium for two lawyers is RM2,014?

    <p>RM5,000</p> Signup and view all the answers

    When must a claim or circumstance be notified to Marsh to ensure proper handling?

    <p>Immediately upon knowledge of the claim</p> Signup and view all the answers

    Which broker will be responsible for handling notifications under the Mandatory PII policy from January 1, 2025?

    <p>Aon</p> Signup and view all the answers

    What is the total premium a firm must pay if their base premium is RM2,014 and the claims loading is RM5,000?

    <p>RM7,014</p> Signup and view all the answers

    If a firm does not notify a claim, who should they contact to begin the notification process?

    <p>Marsh</p> Signup and view all the answers

    What is the year by which claims loading will no longer be applicable if a claim is notified in 2022?

    <p>2027</p> Signup and view all the answers

    What is Aon primarily known for?

    <p>Acting as an intermediary between clients and insurers</p> Signup and view all the answers

    When was Aon established in Malaysia?

    <p>1967</p> Signup and view all the answers

    What is the 2025 premium for the Mandatory Professional Indemnity (PI) insurance?

    <p>RM1,007</p> Signup and view all the answers

    How much less is the 2025 premium compared to the 2024 premium?

    <p>15%</p> Signup and view all the answers

    What should a caller do if they did not receive their login details?

    <p>Provide their name, firm name, and email address of the partner in charge</p> Signup and view all the answers

    If the firm name cannot be found in the 'Firm Master List', what does Aon suggest?

    <p>The caller should provide the correct details via email</p> Signup and view all the answers

    Which two locations does Aon have offices in Malaysia?

    <p>Bangsar South and Penang</p> Signup and view all the answers

    In addition to insurance brokerage, what other solutions does Aon provide?

    <p>Health, Reinsurance, and Wealth Solutions</p> Signup and view all the answers

    What should you do to proceed without purchasing Cyber?

    <p>Check the box at the bottom of the page</p> Signup and view all the answers

    What is the consequence of answering 'No' to the Declaration for D&O?

    <p>You cannot proceed to purchase D&amp;O</p> Signup and view all the answers

    Where can you find more information about Office?

    <p>By clicking on the 'here' link at the top of the Office page</p> Signup and view all the answers

    What happens if you answer 'No' to any of the underwriting questions?

    <p>You cannot proceed to purchase Office</p> Signup and view all the answers

    What is the status of the Aon marketing consent checkbox?

    <p>It is optional and unticked by default</p> Signup and view all the answers

    Which boxes are mandatory to tick before proceeding?

    <p>Both the first and second box</p> Signup and view all the answers

    How can you proceed after answering the underwriting questions?

    <p>By checking the box to proceed without purchasing</p> Signup and view all the answers

    What action should you take to find out more about Directors & Officers?

    <p>Click the hyperlinked word on the Directors &amp; Officers page</p> Signup and view all the answers

    Study Notes

    Aon Malaysia Overview

    • Aon is an insurance broker and intermediary between clients and insurers.
    • Established in Malaysia for 57 years, since 1967.
    • Has two offices in Malaysia: main office in Bangsar South, KL, and a branch in Penang.
    • Offers various solution lines, including Health Solutions, Reinsurance Solutions, and Wealth Solutions.

    2025 Premium Information

    • The Mandatory PI base premium for 2025 is RM1,007 per lawyer.
    • This premium represents a 15% decrease from the 2024 premium of RM1,185.45, negotiated with insurers.

    Login Details and Dashboard Access

    • If login details are not received, provide the caller's name, firm name, and partner's email responsible for PII renewals.
    • Discrepancies in registered email addresses require emailing Aon with the correct details.
    • If the firm is not located in the directory, gather the caller's contact info for further investigation.
    • To reset a password, use the 'Forgot Password' feature on the platform.
    • Start the mandatory PI application by clicking 'Apply'.

    Firm Details Management

    • The Partner in Charge of insurance matters can be edited through the platform.
    • Firm address details are also editable.
    • Email address changes need to be requested via email to Aon; this is a security measure.
    • The firm's code can be found in the Bar Council No Objection letter.
    • Inaccurate firm names can be changed by emailing the request along with the supporting Bar Council document.
    • Ensure all mandatory fields are completed to proceed with the application.
    • Add a Legal Assistant by selecting 'Add Another Practitioner'.
    • For adding, editing, or removing Partners, email Aon with the Bar Council approval letter.
    • Changes to Partners must reflect Bar Council records as per requirements.
    • Remove a Legal Assistant by clicking 'Delete' next to their name.
    • Adding previous work history helps insurers evaluate coverage under prior firms' policies.

    Non-Admitted Staff and Claims

    • Non-Admitted Staff refers to personnel not listed in the current Legal Practitioner section.
    • Claims loading applies for five years from notification of a claim, capped at 25% of the claim amount.
    • Example calculation shows a claim of RM100,000 resulting in a claims loading of RM5,000 or RM10,070, with the lower amount payable.
    • Notify claims through the current broker, Marsh, and not Aon, as Aon will handle renewals from 2025.

    Directors & Officers (D&O) Information

    • Further details on Directors & Officers can be accessed via a hyperlinked section on the relevant page.
    • If a 'No' answer is given on the Declaration, the user cannot proceed with D&O purchases.

    Office Insurance Information

    • Additional information regarding Office insurance is available via a linked section.
    • Similar to D&O, answering 'No' to any underwriting question prevents proceeding with Office purchases.

    Completing Statements

    • Aon marketing consent is optional and not required to proceed with payments.
    • Mandatory checks are required on the first and second boxes during statement completion.

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    Description

    This quiz covers the essential elements of a call script for Aon Malaysia. It includes the introduction, greeting, and key information about Aon as an insurance broker. Test your knowledge of proper call handling and communication techniques in a professional setting.

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