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iAMP User Guide

Version 1.0

24.9.2010

AIA.COM.HK

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Introduction

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iAgency Management Platform (iAMP) Overview


It is a tool for communicating with your prospects and clients, and in addition, organizes your daily appointments and schedules. Key Features :
Message Board
communicate with your team organize emails with your contacts

Email Integrations Sales Builder

My Network manage prospect and client data


schedule activities and tasks

Sales Tools financial calculator, e-Card, download library Production Enquiry Lead Management
policy inquiry, MDRT Corner lead import & assignment

Benefits :
Understand Your Customers Better

Increase Sales Success Rate


Stay connected with your customers
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iAgency Management Platform (iAMP) Overview (Contd)


Collect data and perform simple Fact Findings

Prospect

Existing Client

Update data and perform simple Fact Findings

Work through FHC results and provide recommendations for Client/Prospect

Make appointment to follow up

Follow up and close sales or make another appointment

Close Sales

Prospecting or meeting an existing customer to gather or update personal data as well as analysis of current situation and need.

Check and follow up an activity with prospects and clients. Anytime & Anywhere!!!

Update client info, conduct simple calculations to analyze their protection needs

Specific targeting of client groups through target marketing research.

Conduct a review with mentors through an instantly collated activities report and production report.

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Recommended Hardware and Software Configurations


PC workstation / Notebook Intel Core 2 Duo Processor 2.0Ghz or Higher 2GB Memory, 40GB Hard Disk 1.5GB Free Hard Disk Space Ethernet & Internet Connection CD-ROM, Keyboard, Mouse & Monitor Windows XP, or Windows 7 Adobe Reader 7.0 or above IE 7.0 or above 1024 * 768 screen resolutions (Best View)

Hardware

Software

Laptops

OS \ Browser

Apple Safari

Google Chrome

Opera Mobile 10

iPhone 3G / 3GS / 4 iPod Touch


Android 1.5 or above

Windows 6.x

Mobile
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Symbian OS9.4 Series 50 5th Edition


4

Major Contents
1. General Features ............................................................................................... 7
Login .............................................................................................................................. 8 Navigations .................................................................................................................... 9 Email Box ..................................................................................................................... Report Queue ............................................................................................................... 10 14

Change Password ........................................................................................................

15

My Profile ...................................................................................................................... 16

2. Homepage .......................................................................................................... 17
Overview ....................................................................................................................... 18

Customer Mode ............................................................................................................. 19


Normal Mode Overview ................................................................................................ 20 Message Board ............................................................................................................. 21

3. My Network ........................................................................................................ 22
Contacts ........................................................................................................................ 23 Target Marketing ........................................................................................................... Prospect Mapping ......................................................................................................... 40 42

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Major Contents (contd)


4. Sales Builder ...................................................................................................... 43
Sales Target ................................................................................................................. Activity Management .................................................................................................... Performance Review .................................................................................................... Financial Calculator ...................................................................................................... Download Library .......................................................................................................... 44 45 52

5. Sales Tools ......................................................................................................... 59


60 61

E-Card ........................................................................................................................... 62

6. Production Inquiry .............................................................................................. 63


Policy Inquiry ................................................................................................................. 64

MDRT Corner ................................................................................................................ 66

7. Mobile ................................................................................................................... 67
General Features .......................................................................................................... 68
Contacts ........................................................................................................................ 69 Activities ........................................................................................................................ 70 Message ........................................................................................................................ 71 Policy Inquiry .................................................................................................................. 72
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iAMP General Features

01

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iAMP General Features - Login

Step 1: Open the AIA Public Web Site and click on the Login Button.

Step 2: Click Login on the Agency Corner page to enter the site.

Step 3: Input your Agent Code/login ID and password, then press the Submit button.

Step 4: Under the Agency Corner Main Menu, select iAMP. Icon to open the iAMP home page.

Step 5: The disclaimer message will pop up on the first login, or after your password is reset\changed. Click on I Agree to proceed.

Hints: For first time access or when the blocked pop up message is displayed, right click and select Always Allow Pop-ups from This Site.

Customer Mode

Normal Mode
8

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iAMP General Features - Navigations


1 2

2
4

Switch Language Change the display language to English/Traditional Chinese/Simplified Chinese After switching language, the current page will be refreshed. User Name
Show the name of the account being used and their agent code. Main Menu

Lists the modules available for your usage


5

5 1 Header

Quick Links Shortcut to frequently used functions. The search bar is for quick access to contact information. Calendar Display the current month as well as scheduled activities for the current day

Home Page - Return to Home Page


Email Box - Retrieve email from the registered email account Report Queue - Check the status of submitted reports. Contact Us Link to Contact Us on AIA corporate web site. Change Password Change your login password.

Selecting a date in the calendar will enable you to view the appointment and activity on the selected date. Mark activity status as Cancelled and it will be removed from the list. Mark activity status as Completed and it will be removed from the list.

My Profile Change personal profile information.


Close Close the iAMP system window.

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iAMP General Features Email Box


Link your email history to your contact folder to easily track communications with your customers. 1. Setup Email Account
1 Under My Profile, input a valid email address and password to link your registered email account. Input your email providers IMAP and SMTP IP. Close and reopen the iAMP window to reflect the changes. 2 The email link will be displayed in the header. The number in brackets indicates the number of unread emails.

Note: Only email providers with IMAP addresses are supported

Web Mail Protocol


Yahoo IMAP SMTP Yahoo HK IMAP SMTP

Address
imap.mail.yahoo.com smtp.mail.yahoo.com smtp.mail.yahoo.com.hk

Remarks
Subscription fee is required. No IMAP services available

GMail
Hotmail

IMAP
SMTP IMAP SMTP

imap.gmail.com
smtp.gmail.com smtp.live.com

No IMAP services available

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iAMP General Features Email Box (contd)


2. Email Box Navigations
1
2 3 2 Folder Select the folder from the dropdown box to view emails within that folder

5 6

3 Search Input text to search content of emails in the selected email folder displayed at [2]. Click on the icon to confirm the search. Advance Search Click on the icon for advanced search using specific criteria.

Main Function Buttons New Create new email. Check Check and download emails from the registered email account. A maximum of 50 emails will be retrieved per click.

Reply Reply to the selected email.


Reply All Reply email to all recipients of the highlighted email in the inbox.

Forward Forward emails to other recipients.


Delete Move the selected emails to the Trash folder. Emptying the trash folder will permanently delete the emails
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iAMP General Features Email Box (contd)


4
Email List Unread Email Email with attachment Email with High Importance Private Email Click on the selected email to display its contents in the content frame.

Email Content Frame Displays the selected emails content in the content frame.
Indicates that the email address exists in the contact database. Click to view the contact detail. Indicates that the email address does not exist in the contact database. Click to create the contact profile and input details. Click to add a new activity. The sender/recipient will be an activity participant by default if they exist in the contact database Indicates that the email is private. Click to change it to a business email . Indicates that the email is normal priority, click to change it to high priority . Click to link an email to other contacts.

Double click on the selected email to open it in a separate popup window.


Click on a column header to sort it. Click again to reverse the order sequence.

Resize Click on the bar to resize the inbox/content frame size.


5

Select the contact by clicking the checkbox and then click Save to keep changes.

The email will be linked to the selected contact and will be displayed in their email history.

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iAMP General Features Email Box (contd)


3. Create New Email
4 1 Click on the New button to start writing a new email

1
3

Input recipient email addresses in TO/CC/BCC textbox. Separate multiple addresses by using a semi-colon ;.

OR
Select a recipient by clicking on the icon to choose multiple recipients from the contact database. 2 Only contacts with registered email addresses will be shown. Select a recipient by clicking the checkbox and then clicking on the TO / CC / BCC button to add the recipient into the field of choice. Click CONFIRM to return to the email content page. There must be a minimum of 1 recipient in the TO field. Every email is required to have a subject line. 3 Click on the BROWSE button to select an attachment from your local hard disk. Click on the button to confirm. Click on the SEND button to send the email. Click on the SAVE button to save the email into the draft folder.

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13

iAMP General Features Report Queue


Click on Report Queue in the header to check the status of your request..

1 2

1
2 3

Click on the status to open the report if the status is Completed. Click on the icon to remove your request from the queue. Click on the REFRESH button to refresh the status.

Click on the CLOSE button to close the window.

The reports which can be submitted to the queue include: Import Contact Result Log Activity Statistic Report Production Statistic Report Lead Performance Statistic Report

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14

iAMP General Features Change Password


Reminder: You are required to change your password every 90 days
1 2 3 4 Change your password at any time by clicking on Change Password in the Header. Use your new password the next time you log in to Agency Corner.

Password Rules:
1. Your new password must be different from your previous password and Login ID.

2. Your new password must be different from your last 13 passwords.


3. Password should be created using 8 alphanumeric characters (A-Z, a-z, 0-9). No spaces are allowed 4. All new passwords must have at least 4 different digits. 1 2 3 4

Input your original password


Input your new password. Re-enter your new password. Press Save button to confirm.

5. Your are not allowed to change your passwords more than once a week (7 days).
6. Password should be changed every 90 days.

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15

iAMP General Features My Profile

1 1 Change your personal information

2 2 3 3

Customize the display format of your contact naming

Configure Your Email Account for Accessing Web Mail

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Home Page

02

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17

Home Page - Overview


The home page will be displayed differently according to the display mode selected in the Agency Corner Home Page.
Normal Working Mode Customer Mode

It is for managing contacts, schedules, performance reviews at home or office.

and

It is for performing sales service activities when facing customers to avoid exposing confidential information.

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Home Page Customer Mode


1 To open a specific customer profile: 1 Click on Select Customer in the header. Input Login Password and click on the icon to confirm.

Input / Select Customer and click on the icon to open existing contact profile OR Click on the icon to create a new contact profile.

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19

Home Page Normal Mode Overview


3 To Do Items
1 3

Today Activities Shows scheduled activities and activities that are yet to be confirmed. Click on the icon to mark as complete on the activity or click on to cancel the activity. Click on the activity to view details. Follow-Up Items Shows outstanding items that need to be followed up. Click on the icon to mark the item as complete or click on to ignore the items. Click on the activity to view the detail.

Hot News Displays the latest news and promotional items. Click on the image to view details. Message Board A place for leaving short messages for other team members.

Whats New Shows the newest unread service alerts since your last login. It shows the number of alert received for each category and user can click to directly access to the to-do list. Click on the icon to customise the alert settings.

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20

Home Page - Message Board


It provides a messaging platform for communication between manager and team.
7 1 6 7

Shows the number of replies on the message. Click to view the all replies.
Click on the REFRESH button to check for new message. Click on the ADD button to add a reply.

2 3 4

1
2 3 4 5

Name of Sender.

For agent, the default recipient is your direct supervisor. For manager, select one of the option - Direct Team agents - Whole Team (both upline and downlines) - Custom input specific agent name or agent code within your hierarchy.

Message Content.
Message Creation Timestamp.

Reply details.
Click to respond to the message, click on the POST button to post the reply.

Latest messages are shown in descending order by default. Click on OLDER POST at the bottom of the page to retrieve older messages.
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My Network

03

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22

Contacts - Search
Manage all areas of customer information to maximize customer loyalty and enhance the growth potential of each customer through cross-selling and up-selling.

1 2 4 5 6 7

1 Input the search criteria for searching specific contacts The search criteria is not case-sensitive. You can also input partial names to search (Input %

before and after the text for wildcard search, eg. Chan% or %Andy)

Select other contact detail information for searching in the dropdown box. 2 3

Click on SEARCH button to display the search result.


Click on RESET button to remove the searching criteria. Click on the ADD button to create a prospect record. Click on the IMPORT button to import a prospect from an Excel file.

5 7 In the search result, click on the column header to sort. Click again to reverse the order. 6 8 Click on the icon to view the contact detail.

Download the template for uploading by clicking on the icon.

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23

Contacts Import Prospect


Step 1: Prepare Import File
Download the template uploading by clicking on the in the contact search page. for icon Step 2: Import File

Click on the UPLOAD button in the contact search page. 4 Click on the BROWSE button to select be imported from your local hard disk. the file to 5 6

5 6 1 7 2 Check the field definition on the DEFINITION sheet. 8

Click on the UPLOAD DOCUMENT button to confirm the upload.


The file will process in the background. Check on the status in the report queue. In the report queue, click on the status to check whether the status is Completed or Failed. The result log will indicate whether the document has been imported or the reason it fails to upload. 7

9 2 3 Check the country code to be used for the Country field.

9 3
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Contacts Common Navigations


Common Navigations across the Contact Details Pages
2 1 3

Click on the tabs to switch across different sections. RED background indicates the current section. Click on the icon to return to the contact search page.

3
4

2 3

Click on the icon to go back to the previous page. Click on the next page. icon to go to the

If you change or update any information, it will be automatically saved when you switch pages. 4 Click on the icon to expand the section OR Click on the icon to collapse the section.

Click SAVE button to save the changes on the current screen.


Click RESET button to clear the input before saving.

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25

Contacts Create New Prospect


Click on the ADD button on the contact search page. 3 Click SAVE to save the changes. After the prospect record is saved, following will be enabled editing/viewing. the for 4 4

4
3 1

5 Input the prospects information. Gender and Surname are mandatory in order to create the record. Input either the contacts phone # or email address. If neither is present, the following warning message will be displayed.

Assign User Group: 5 Click on the user group dropdown box; a popup will be displayed. 6 Click on the checkbox to assign the prospect to a specific group OR Create a new group for the prospect by inputting the Group Name and clicking the SAVE button.

7
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26

Contact Upload Photo


1
Click on the image to open the upload screen. 3 Click SAVE to save the changes. 4 1

Click CLOSE to close the upload window and refresh the contact screen.

Click on the BROWSE button to select an image from your hard disk and click on the SAVE button to confirm. The selected image will be displayed. Move the square box to crop the image. 3 2

Click REMOVE PICTURE to remove the contact photo at any time.

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27

Contact - Detail
1

Shows the contacts basic information which can be updated by an agent. Surname and gender are required to create the record
If the contact is listed as a Client, the latest client information from the legacy system will be displayed for reference.

2 3

It shows the latest enforced policy information. If there is no enforced policy, the last active policy information is shown Policies under a contact file means that the contact is the owner, insured or payer of the policy.

If the policys OPT OUT indicator is YES, then it cannot be changed to NO. Input contacts personal information. (optional)

Input contacts working information (optional)

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28

Contacts Detail (Contd)


6
6 7

Shows the contact information which can be updated by the agent. Add multiple addresses / phone # / emails / emergency content by clicking on the ADD button. Click on the REMOVE link to remove the information. There must be at least one phone # or email address selected as the primary contacting means. If the contact is a Client, the latest client address and contact phone number from the legacy system will be displayed for reference. Input other information: Campaign Referral will be displayed if the contact is generated from campaign leads. Personal referral input free text or select from contact profile by clicking on the icon.

If free text is used, click on the icon to create the name into the contact profile as new prospect. If the referral name exists in contact profile, click on the icon to view the contact detail or click on the icon to remove the linkage of the referral with the contact.

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Contact - Family
Adding a contacts family members will allow you to view the contact profile as a household unit.

1 1 2 4 3 2 3

After inputting the familys information, click the save button to save the updated information.

For the family member name, input the name as free text, or pick the name from the contact database by clicking on the icon, select the contact and then click the OK button.
If free text is used, click on the icon to create the name into the contact profile as new prospect. If the name exists in contact profile, click on the icon to view the contact details. If family members are added and mapped with existing contact records, the related family member Alerts, Activities, FHCs , Proposals and policies will be shown as well. If the name is mapped with an existing contact, both records will generate the relationship record with each other automatically.

The system will maintain 5 empty rows for adding family member records whenever a record is added.

Click on the icon to remove the family member and the relationship will be lost in both contacts.
30

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Contact - Alert
Shows outstanding to-do items on the contact profile as a reminder to follow up when viewing the contact profile.
Click on the column header to sort the specific column. Click again to reverse the order. Click on the row to view the details.
Family members activities will be shown if they exist.

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31

Contact - Opportunity
Record and keep track of all opportunity progress for the contact.
1 2

Input opportunity detail and click the SAVE button.


Click RESET to remove the information. Click on the icon to view / edit the remarks on the opportunity.

2 3

The system will maintain 5 empty rows for adding new family member records. Click on the icon to add an activity related to the opportunity. Click on the icon to delete the opportunity record.

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32

Contact - COI
Lets you cultivates well-known, influential people that leads you to more sales
1
Leads referred by that contact.

2
1

The contacts referee

Click on the column header to sort a specific column. Click again to reverse the order.

Click on the name to view the contact detail.

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33

Contact - Activity
Keep track of all your activities involving the contact and their family members.
1 Click on the column header to sort a specific column. Click again to reverse the order. Click on the row to view / edit activity details. Click on the ADD ACTIVITY button to create a new activity with the selected contact as a participant. Family members activities will be shown if applicable.

1 2

3
2 3 4

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34

Contact - Campaign
Keep track of the contact status for the campaign activities.
1 Click on the column header to sort a specific column. Click again to reverse the order. Click on the campaign name to view the campaign details. Update the contact status and feedback for the campaigns that have yet to expire. Click on the icon to create an opportunity for the campaign. Click on the details. icon to view the lead

2 1 3 2 3 4 4

Click on the icon to create an activity with the contact.

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35

Contact - FHC
Keep track of all financial health check transactions with your contact and his/her family members.
1 Click on the column header to sort a specific column. Click again to reverse the order.

2 3 1 2 4 4

Click on the icon to open the FHC record for viewing / editing.
Click on the ADD button to generate a new FHC record. Click on the icon to upload attachments linked to the FHC record.

Click on the attachment.

icon to view the uploaded

5 5

Click on the attachment.

icon to remove the uploaded

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Family FHC records will be displayed if they exist.

36

Contact - Proposal
Keep track of all proposals generated for your contact and his/her family members.
1 Click on the column header to sort a specific column. Click again to reverse the order.

2 1

3 2

Input proposal information and click on the icon to upload proposal in PDF format.

5 4 3 The system maintains 5 empty rows for adding records at all times. Click on the icon to remove the transaction and the attachment. Click on the SAVE button to save the input.

4
5

Click on the RESET button to remove the data captured before save.
Family member proposal displayed if applicable. records will be

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37

Contact - Policy
Shows all related policies on your contact and his/her family member profiles.
1 Displays all AIA policies of the contact whom are either the insured, owner or payer on the policies. Capture other policies on the contact from other service providers. The system will keep maintaining 5 empty rows for adding other policies whenever a record is added. Click on the SAVE button to save the input.

1 1

Click on the RESET button to remove the data captured before save.
3 Family members policies displayed if applicable. will be

Only policies where you are the current 1st or 2nd producer or servicing agent of the policies will be shown.
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Contact Email History


It displays all emails attached to the contact, including emails received and sent by the contact.
2

Click on the row to open the email.

1 2 3

The section is only enabled when your email account has been registered in My Profile.
Unread Email. Email with attachment Email with High Importance. Private Email. 1 Click on the column header to sort a specific column. Click again to reverse the order.

Click on the

icon to delete the email.

Click on the NEW EMAIL button to send email to the contact.

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39

Target Marketing
Advanced search tool to identify up selling / cross selling opportunities from your customer database. Easily identify and differentiate high value customers and execute target promotions to retain the customer.
1
1

Search from templates with preset criteria


(Optional and can be skipped by directly define search criteria without selecting from template)

Select a template from the dropdown box Click the SEARCH button to confirm Click the RESET button to remove the template and criteria being selected. Click the SAVE TEMPLATE button to save the criteria you made for future use. 2 Customize search criteria: Select the related information from the dropdown box. Click on the icon to add the criteria. Select the criteria and click on the icon to remove the criteria. Add criteria in second or third box to search with additional criteria using the OR condition. At least one criteria must be selected for performing the search. Select Output Format Select BY CUSTOMER to sort by contact name. Select BY POLICY to sort by policy
40

3
3

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Target Marketing (Contd)


Perform one of the action on the selected list.

Add to Group

Print Label

Add Activity

Send Email

Send E-Card

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41

Prospect Mapping Inquiry


The system will automatically map your prospect with policy client record if the prospect is a client and has issued policies. You can view your mapped transactions and undo the mapping on any clients.
1 Input criteria to search specific records. 1 The search box is not case sensitive. 2 3 You can search for partial names (Input % before
and after the text for wildcard search, eg. Chan% or %Andy)

2 Click on the SEARCH button to display the search result. 5 6

3 Click on the RESET button to remove the searching criteria input.


4 In the search result, Click on the column header to sort a specific column. Click again to reverse the order. 5 Click on the policy # to view the policy summary.

If the record is mapped, click on the UNMAP link to remove the linkage of the contact with the policies.

If the record is unmapped, click on the CREATE button to create the contact record in your contact profile OR click on the MAP button to select the prospect record from your contact profile for mapping.

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| 43

Sales Builder

04

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43

Sales Target
Plan and commit to your sales targets for the year.
1
1 4
2

Your own sales targets are shown by default for editing (*For managers) To enquire subordinate records, input their agent code or click on the to select from a list Click SEARCH button to confirm the search. Annual target will be auto-calculated when you adjust the monthly target. The selected year and last years actual sales will be displayed. Adjust your monthly FYP and case count targets No changes on previous years/months can be made. Your commit target cannot be smaller than the assigned target. Click on the SAVE button to confirm the changes. Click on the RESET button to delete changes. Click on the button to print the current screen to your local printer.

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44

Activity Management - Work Schedule


Manage your appointments, tasks, company events and training in a monthly, weekly or daily calendar view.
1
1

Navigations:
Switch to Last/Next Month/Week/Day
Reset to todays date Choose a specific date to view. Create New Activity

Change to Month / Week / Day Calendar View

Switch to view team members work schedule

2 3 Shows the summary of your scheduled and completed activities.

Display scheduled activities by category. Click on the highlight to view the detail Click and drag to move your activity to another date/time.
45

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Activity Management Work Schedule (Contd)


Add New Activity
1 1 2 3 4 Select Activity Category

Select Date and Time; click on Full Day if it is a full day activity.
Input Participants (Optional) Input free text and click on the icon to add to participant list. Click on the icon to choose participants from contact list. Click on the to remove from the participant list.

2 3

5 4

Input Activity Objective and Location Click on the checkbox and input the time for receiving email reminder prior activity. Click on the SAVE button to save the changes. Click on the DELETE button to remove the activity from the calendar.

7 5

Activity Date, Time and Objective are required to create the event.

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46

Activity Management - To Do List


Summary of to-do items that require closure. It provides professional customer service and increases productivity through effective use of individual information.
To Do List contains 4 sections. It includes:
Summary Consultant View Customer View Activities Appointment Tasks Events Training Policy Services Underwriting Notification (U/N) Service Notification (S/N) Premium Due Overdue Cancellation Request Dishonour AutoPay Maturity Customer Services Birthday List Anniversary List Prospect Mapping Exception
Place your mouse pointer over the count to view the details. Click on the count to go into the detailed list of the selected category.

Click on to print the current screen to your local printer. Click on the to customize the alert period. Click on the to perform advance search on own alert or your reporting downline alerts.
Click on the checkbox to subscribe and receive email alerts every day.
47

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Activity Management - To Do List (Contd)

Click to mark read / unread. Read Unread

Click to view details: - Add Remarks - Mark as Complete or change the deadline date. - Create activity with the contact for follow up. - Send email to contact for follow up.

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48

Activity Management - Opportunity


Summary of opportunities
4 1

1
2 3

Select criteria and click SEARCH button. Click the ADD button create new opportunity. Click on the icon to view or update the opportunity details.

Click on the icon to view the campaign detail if the opportunity is created from a campaigning activity.
Click on the icon to create activity for the opportunity.

Click on the opportunity. 4

icon to delete the

Click on the icon to print current screen to your local printer.

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49

Activity Management Campaign Activities


Alert on campaign activities :
Pending to Assign Leads assigned to you (if you are manager) and
pending for assignment to your team members
2. Select agent in your team to assign.

New Leads New Leads assigned to you. Clawback Alert Your leads will be lost in 7 days if you do not take action! Clawback Leads Your leads are now lost as you did not take action on
it.
1. Select the leads to assign.

3. Input no of leads assign to the selected agent,

4. Click SAVE button.

Click on the campaign name to view the campaign details. Click on the icon to view the leads assigned in the campaign. Click on the icon to view the lead details.

Click on the Pending to Assign to perform assignment.

Click on the

icon to mark read on the alert.

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50

Activity Management - Dashboard


Single view of your own performance or your teams performance.
2 1 1 2 3

Select criteria and click SEARCH button.


Click on the icon to print current screen to your local printer. Click on the chart to view the enlarged chart in a popup window.

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51

Performance Review Prospect Analysis


Generate your prospect list for evaluation with your leader.
Any activities with my prospect in the next 2 weeks? Any prospects I havent met in the last 2 months?
2 1 2 Select criteria and click SEARCH button.

Click on the icon to print current screen to your local printer.


Click on the appointment date to view the activity detail or click on the icon to create an activity for the prospect .

Click on the name to view the contact detail.

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52

Performance Review Client Analysis


Evaluate any clients that have potential insurance needs in the coming future.
2 1 1 2 3 Select criteria and click SEARCH button.

Click on the icon to print current screen to your local printer.


Click on the appointment date to view the activity detail or click on the icon to create activity for the prospect .

4 4 5 3 5

Click on the name to view the contact detail.


Click on the policy number to view the policy detail. Click on the icon to view the coverage detail on the policy. Click on the icon to collapse the detail.

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Performance Review COI Analysis


Determine your Centre of Influence (COI) by summarizing the number of referrals that have been made by each contact.
2
1 1 2 Select criteria and click SEARCH button. Click on the icon to print the current screen to your local printer. Click on the count to view the name of the referral.

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Performance Review Activity Summary


Review your own and/or teams activities performance over the year.
2 1 Select criteria and click SEARCH button. Click on the icon to print current screen to your local printer.

1 2

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Performance Review Activity Analysis


Analyze yourself and your teams activity effectiveness at different periods of time
2 1 1 2 Select criteria and click SEARCH button. Click on the icon to print current screen to your local printer. Click on the SUBMIT EXPORT Request button to generate the excel report. Get the report from the report queue after it has been executed.

3 3

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Performance Review Production Statistics


Analyze your teams as well as your own productivity against the target.
1 2 1 2 3 Select criteria and click SEARCH button. Click on the local printer. icon to print current screen to your

Click on the SUBMIT EXPORT Request button to generate the excel report. Get the report from the report queue after it has been executed.

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Performance Review Production Statistics (contd)

Click the Detail button can view the details of the Production Statistics

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Sales Tools

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Financial Calculators
It provides a quick & simple way to advise your customer on budgeting and other basic needs without going through the comprehensive fact finding and financial needs analysis process.
2 1 It can calculate your: Budget
Calculate the net income which can be used for investments.

Life Protection Needs


Calculate your Life Insurance needs to protect your family.

Accident and Health Needs


Calculate how much insurance should you need to cover the Health and Accident needs.

3 4 1 Click on the tabs to switch to different calculators. Red highlight indicates the calculator being used. Click on the to print the current screen to your local printer. Click on the CALCULATE button to generate result for your calculation. Click on the RESET button to remove the entered values.

Retirement Needs
Calculate how much you need to reserve for Retirement.

Education Funding
Calculate how much you need to reserve for your familys Education funding.

Saving Needs
Calculate the target amount, return rate, duration or contribution amount required for your investment.

Mortgage Calculator
Calculate the monthly mortgage repayment for your properties.

2
3 4

Cost of Delay
Calculate the cost of delay value if your customer has yet to take action

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Download Library
For downloading company documents including forms, brochures, user guide etc
1

Input search criteria and click the SEARCH button.


Click on the filename to open the file. Click on the icon to save the document to your local hard disk. Click on the icon to forward the attachments to your customers.

3 2 3

Click on the column header to sort a specific column. Click again to reverse the order
Please make sure that the content of the email does not include any marketing or promotional materials or messages if your customer is under the PD(P)O / UEMO Opt-out list

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e-Card
Send an e-Card to your customers on special events to gain customer loyalty, reactivate existing customers, and create new opportunities.
5 4

Select e-Card
Select a category from the dropdown box and the e-card will load. Click on the icons to scroll and find your favorite e-card image.

Select recipients
2

Input the customers name and email address or select from your contact database by clicking on the icon. Please note if your contacts OPT-OUT indicator is marked, you should verify whether you should send out your e-card to that contact. Click on the Confirm checkbox if you would like to receive an acknowledgement email when the e-card is sent to each of your customers. Click on the icon to remove the selected recipient Click on the icon to add additional row for recipient input.

Input e-Card Content


Email subject and message body are required. E-cards are sent out immediately by default. To specify a particular sending date and time, click on the checkbox and input the date/time.

Click on PREVIEW E-CARD button for preview the e-card layout.


Please make sure the content of the email does not include any marketing or promotional materials or messages if your customer is under the PD(P)O / UEMO Opt-out list

Click SUBMIT button to confirm sending out the e-card emails.

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Production Inquiry

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Policy Inquiry
It shows details and information of all the policies (regardless of the policy status) you primarily serve. Managers can also enquire the policies of subordinates within his jurisdiction.
1
1 Input search criteria to find the policy of interest
Change the dropdown box for other criteria selections Your own policies are shown by default Remove the agent code to search all policies within your reporting line Input a specific agent code to search within their policies (Managers only) The search box is not case-sensitive Partial name searches are allowed (Input % before or after the text to perform a wildcard search e.g. Chan% or %Andy)

2 3 5 4

Click the SEARCH button to confirm the search or reset button to remove the criteria input.

In the search result list, click on the column header to sort a specific column. Click again to reverse the order. Click on the icon of the selected policy to open the policy summary page. In the policy summary page, there are 3 major sections:
Summary Summarize policy information Detail link to iAES for details Notes for your own remarks related to the policy

3
4 5
Click on the search page icon to return to the policy

Click on the section header to switch between sections. Red highlight indicates the section being used.

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Policy Inquiry (Contd)


Print Policy Summary Click on the icon to print the policy summary in PDF format. 1 Policy Notes Shows your own notes for the policy in descending order.

Select the output language and click on the GENERATE button.


1

Click on the ADD button for adding new notes and then click SAVE button.

Click on the

icon to remove the selected notes.

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MDRT Corner
It provides latest Million Dollar Round Table Membership information and yearly MDRD Requirements, in order to support your eligibility in becoming MDRT members. The balances to go section informs you the remaining balance needed to achieve MDRT status.
1 2

Shows last years MDRT members. Click on the image to enlarge the page. Click on the icon to scroll to the next page or to the previous page.

2 Shows the current years MDRT requirements.


3

3 Shows the remaining balance needed to qualify for MDRT.

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Mobile

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Mobile General Features


Login Page Home Page
Contacts Create and view prospect & client information. To Do List
Check and follow up on servicing alerts.

Activities Create and update your activity schedules.


Policy View policy details Campaign Activities Follow up on newly assigned leads.

Dashboard

View your cash flow & opportunities summary.

Message Board Communicate with your team


Login using same login id and password used with Online Agency Portal. Select the language to use on this page, as you cannot change languages once you log in. Click on the icon in the main menu to access the specific function.
The red count indicate numbers of new task / activity yet to be completed on current day

Setting Change personal settings.

Access your contacts and policies wherever you are and keep your activities up to date !!

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Mobile Contacts
Return to Home Page
Logout Edit Input Name to search Back to previous level

Create New Record

Switch to other sections

Click on the row to go to the detail page

Retrieve next 20 records Delete Record

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Mobile Activities

Switch across View of Month/Day / Week

Create New Activity

Edit

Back to previous level

Indicate the day with activities

Tab on the day to show the activities of the selected day

No of activities. Click to expand / collapse activities details Delete Record

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Mobile Message Board


For Manager: - Direct Team (Direct Downline) -Whole Team (Include downline and sub-downline) - Custom (agent within hierarchy, including downlines and uplines) For Agent: -Post message to direct supervisor only.

Create New Message

Number of reply Click to view / post reply

Return to previous level

Retrieve next 20 records


Input reply and click POST button.
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Input reply and click POST button.

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Mobile Policy Inquiry


Click to view / add your own remark on the policy. Search own or downlinesp olicies

Back to Search Page.

Input remark and click on the POST button.

Click on the row to detail page

Display your own notes in descending order.

Retrieve next 20 records

Click to expand / collapse the section.

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The End

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