iamp user guide - english - v1.0

8/2/2019 iAMP User Guide - English - V1.0

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AIA confidential and proprietary information. Not for distribution.

AIA.COM.HK

iAMP User GuideVersion 1.0

24.9.2010


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AIA confidential and proprietary information. Not for distribution. 1

Introduction

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iAgency Management Platform (iAMP) Overview

It is a tool for communicating with yourprospects and clients, and in addition,

organizes your daily appointments andschedules.

Key Features :

Message Board communicate with your team

Email Integrations organize emails with your contacts

My Network manage prospect and client data

Sales Builder schedule activities and tasks

Sales Tools financial calculator, e-Card, download library

Production Enquiry policy inquiry, MDRT Corner

Lead Management lead import & assignment

Benefits :

Understand Your Customers Better

Increase Sales Success Rate

Stay connected with your customers


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Prospect

ExistingClient

Collect dataand performsimple FactFindings

Update dataand performsimple FactFindings

Work through FHCresults and providerecommendationsfor Client/Prospect

Makeappointmentto follow up

Follow upand closesales ormakeanotherappointment

CloseSales

Check and follow up

an activity withprospects andclients.

Anytime &Anywhere!!!

Update client info,

conduct simplecalculations to analyzetheir protection needs

Specific targeting of

client groups throughtarget marketingresearch.

Conduct a review with

mentors through aninstantly collatedactivities report andproduction report.

Prospecting or meeting

an existing customer togather or updatepersonal data as well asanalysis of currentsituation and need.

iAgency Management Platform (iAMP) Overview (Contd)

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Recommended Hardware and Software Configurations

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Hardware

PC workstation / Notebook

Intel Core 2 Duo Processor 2.0Ghz or Higher

2GB Memory, 40GB Hard Disk1.5GB Free Hard Disk SpaceEthernet & Internet ConnectionCD-ROM, Keyboard, Mouse & Monitor

Software

Windows XP, or Windows 7Adobe Reader 7.0 or above

IE 7.0 or above1024 * 768 screen resolutions (Best View)

Laptops

OS \ Browser Apple SafariGoogleChrome

OperaMobile 10

iPhone 3G / 3GS / 4

iPod Touch

Android 1.5 or above

Windows 6.x

Symbian OS9.4 Series 505th Edition

Mobile


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Major Contents

1. General Features ............................................................................................... 7

Login .............................................................................................................................. 8

Navigations .................................................................................................................... 9

Email Box ..................................................................................................................... 10

Report Queue ............................................................................................................... 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 ........................................................................................................... 40

Prospect Mapping ......................................................................................................... 42


7/74AIA confidential and proprietary information. Not for distribution.

Major Contents (contd)

4. Sales Builder ...................................................................................................... 43

Sales Target ................................................................................................................. 44

Activity Management .................................................................................................... 45

Performance Review .................................................................................................... 52

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

Financial Calculator ...................................................................................................... 60

Download Library .......................................................................................................... 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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AIA confidential and proprietary information. Not for distribution.AIA confidential and proprietary information. Not for distribution. 7

01iAMP General Features

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9/74AIA confidential and proprietary information. Not for distribution. 8

iAMP General Features - Login

Step 1: Open the AIA Public WebSite 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 IDand password, then press the Submitbutton.

Step 4: Under the Agency CornerMain Menu, select iAMP. Icon toopen the iAMP home page.

Step 5: The disclaimer message willpop up on the first login, or after yourpassword is reset\changed. Click on IAgree to proceed.

Hints: For first time access or whenthe blocked pop up message isdisplayed, right click and selectAlways Allow Pop-ups from This Site.

Customer Mode Normal Mode



iAMP General Features - Navigations

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Header

Home Page - Return to Home Page

Email Box - Retrieve email from the registered email accountReport Queue - Check the status of submitted reports.

Contact Us Link to Contact Us on AIA corporate web site.

Change Password Change your login password.

My Profile Change personal profile information.

Close Close the iAMP system window.

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Switch LanguageChange the display language to

English/Traditional Chinese/SimplifiedChineseAfter switching language, the current pagewill be refreshed.

User Name

Show the name of the account being usedand their agent code.

Main Menu

Lists the modules available for your usage

Quick LinksShortcut to frequently used functions.The search bar is for quick access tocontact information.

CalendarDisplay the current month as well asscheduled activities for the current day

Selecting a date in the calendar willenable you to view the appointmentand activity on the selected date.

Mark activity status as Cancelled

and it will be removed from the list.

Mark activity status as Completedand it will be removed from the list.

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Under My Profile, input a valid email address and password to link yourregisteredemail account. Input your email providers IMAP and SMTP IP.

Close and reopen the iAMP window to reflect the changes.

The email link will be displayed in the header. The number in bracketsindicates the number of unread emails.

iAMP General Features Email Box

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Note: Only email providers with IMAP addresses are supported

Web Mail Protocol Address Remarks

Yahoo IMAP imap.mail.yahoo.comSubscription fee is required.

SMTP smtp.mail.yahoo.com

Yahoo HK IMAPNo IMAP services available

SMTP smtp.mail.yahoo.com.hk

GMail IMAP imap.gmail.com

SMTP smtp.gmail.com

Hotmail IMAPNo IMAP services available

SMTP smtp.live.com

1. Setup Email Account

Link your email history to your contact folder to easily track communications with yourcustomers.

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iAMP General Features Email Box (contd)

Main Function ButtonsNew Create new email.

Check Check and download emails from the registered emailaccount. 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 theinbox.

Forward Forward emails to other recipients.

Delete Move the selected emails to the Trash folder. Emptying the

trash folder will permanently delete the emails

2. Email Box Navigations

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SearchInput text to search content of emails in the

selected email folder displayed at [2].Click on the icon to confirm the search.

Advance SearchClick on the icon for advanced searchusing specific criteria.

Folder

Select the folder from thedropdown box to view emailswithin that folder

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ResizeClick on the bar to resize the inbox/contentframe size.

Indicates that the email address exists in the contactdatabase. Click to view the contact detail.Indicates that the email address does not exist in the contactdatabase. Click to create the contact profile and input details.Click to add a new activity. The sender/recipient will be anactivity participant by default if they exist in the contactdatabaseIndicates that the email is private. Click to change it to a

business email .Indicates that the email is normal priority, click to change it tohigh priority .Click to link an email to other contacts.

Email Content FrameDisplays the selected emails content in the content frame.

Select the contact byclicking the checkboxand then click Saveto keep changes.

The email will belinked to the selectedcontact and will bedisplayed in theiremail history.

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Unread Email

Email with attachmentEmail with High ImportancePrivate Email

Click on the selected email to display itscontents in the content frame.

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

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

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3. Create New Email

Click on the New button to start writing a new email

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 choosemultiple recipients from the contact database.

Only contacts with registered email addresses will be shown.Select a recipient by clicking the checkbox and then clickingon the TO / CC / BCC button to add the recipient into thefield 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.

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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iAMP General Features Report Queue

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Click on Report Queue in the header to

check the status of your request..

Click on the status to open thereport if the status is Completed.

Click on the icon to remove yourrequest from the queue.

Click on the REFRESH button to

refresh the status.

Click on the CLOSE button toclose 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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iAMP General Features Change Password

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.

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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Input your original password

Input your new password.

Re-enter your new password.

Press Save button to confirm.

Change your password at any time by clicking on ChangePassword in the Header. Use your new password the nexttime you log in to Agency Corner.

Reminder: You are required to change your

password every 90 days

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iAMP General Features My Profile

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Change your personal information

Configure Your Email Account for Accessing WebMail

Customize the display format of your contact naming

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02Home Page

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Home Page - Overview

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

The home page will be displayed differently according to the display mode selected in

the Agency Corner Home Page.

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

Normal Working Mode Customer Mode


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Click on Select Customer in theheader.

Input Login Password and click on theicon to confirm.

Input / Select Customer and click onthe icon to open existing contactprofileORClick on the icon to create a newcontact profile.

Home Page Customer Mode

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To open a specific customer profile:

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Home Page Normal Mode Overview

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Hot NewsDisplays the latest news and promotional items.Click on the image to view details.

Message BoardA place for leaving short messages for otherteam members.

To Do Items

Today ActivitiesShows scheduled activities and activities thatare yet to be confirmed.Click on the icon to mark as complete onthe activity or click on to cancel the activity.Click on the activity to view details.

Follow-Up ItemsShows outstanding items that need to befollowed up.Click on the icon to mark the item ascomplete or click on to ignore the items.Click on the activity to view the detail.

Whats NewShows the newest unread service alerts sinceyour last login. It shows the number of alert

received for each category and user can clickto directly access to the to-do list.Click on the icon to customise the alertsettings.

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Shows the number of replies on the message.Click to view the all replies.

Click on the REFRESH button to check for newmessage.Click on the ADD button to add a reply.

For agent, the default recipient is your directsupervisor.

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

Home Page - Message Board

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

1 Name of Sender.

Message Content.

Message Creation Timestamp.

Reply details.

Click to respond to the message, click on the POSTbutton to post the reply.

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

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03My Network

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Contacts - Search

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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.

In the search result, click on the column header to sort. Clickagain to reverse the order.

Click on the icon to view the contact detail.

Manage all areas of customer information to maximize customer loyalty and enhancethe growth potential of each customer through cross-selling and up-selling.

Click on SEARCH button to displaythe search result.

Click on RESET button to removethe searching criteria.

Click on the ADD button to create a

prospect record.

Click on the IMPORT button to import a prospectfrom an Excel file.

Download the template for uploading by clicking onthe icon.

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Contacts Import Prospect

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Step 2: Import File

Click on the UPLOAD button in the contact searchpage.

Click on the BROWSE button to select the file tobe imported from your local hard disk.

Click on the UPLOAD DOCUMENT button toconfirm the upload.

The file will process in the background. Checkon the status in the report queue.

In the report queue, click on the status to checkwhether the status is Completed or Failed.

The result log will indicate whether the documenthas been imported or the reason it fails to upload.

Step 1: Prepare Import File

Download the template foruploading by clicking on the iconin the contact search page.

Check the field definition on theDEFINITION sheet.

Check the country code to be usedfor the Country field.

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Contacts Common Navigations

Click on the tabs to switch acrossdifferent sections.RED background indicates thecurrent section.

Click on the icon to return to thecontact search page.

Click on the icon to go back to

the previous page.

Click on the icon to go to thenext page.

If you change or update anyinformation, it will be automaticallysaved when you switch pages.

Click on the icon to expand thesection OR Click on the icon tocollapse the section.

Click SAVE button to save thechanges on the current screen.

Click RESET button to clear theinput before saving.

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Common Navigations across the Contact Details Pages

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Contacts Create New Prospect

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Input the prospects information.

Gender and Surname are mandatory in order tocreate the record.

Input either the contacts phone # or emailaddress. If neither is present, the followingwarning message will be displayed.

Click on the ADD button on the contact search page. Click SAVE to save the changes.

After the prospect record is saved, thefollowing will be enabled forediting/viewing.

Assign User Group:

Click on the user groupdropdown box; a popup will bedisplayed.

Click on the checkbox to assignthe prospect to a specific group

OR

Create a new group for theprospect by inputting the Group

Name and clicking the SAVEbutton.

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Contact Upload Photo

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Click SAVE to save the changes.

Click CLOSE to close the upload window andrefresh the contact screen.

Click REMOVE PICTURE to remove the contactphoto at any time.

Click on the image to open the upload screen.

Click on the BROWSE button to select animage from your hard disk and click on theSAVE button to confirm. The selectedimage will be displayed. Move the square

box to crop the image.

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Contact - Detail

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Shows the contacts basic information which

can be updated by an agent. Surname andgender are required to create the record

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It shows the latest enforced policyinformation. If there is no enforced policy,

the last active policy information is shown

Policies under a contact file means thatthe 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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Shows the contact information which can be updated bythe agent.

Add multiple addresses / phone # / emails /emergency content by clicking on the ADD button.

Click on the REMOVE link to remove theinformation.

There must be at least one phone # or emailaddress selected as the primary contacting means.

If the contact is a Client, the latest client address andcontact 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 createthe name into the contact profile as newprospect.

If the referral name exists in contact profile, clickon the icon to view the contact detail or clickon the icon to remove the linkage of thereferral with the contact.

Contacts Detail (Contd)

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Contact - Family

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

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

After inputting the familys information, click the

save button to save the updated information.

For the family member name, input the name asfree text, or pick the name from the contactdatabase by clicking on the icon, select thecontact and then click the OK button.

If free text is used, click on the icon to create thename into the contact profile as new prospect. Ifthe name exists in contact profile, click on theicon to view the contact details.

If family members are added and mapped withexisting contact records, the related family memberAlerts, 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 recordwith each other automatically.

Click on the icon to remove the family memberand the relationshipwill be lost in both contacts.

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Contact - Alert

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Shows outstanding to-do items on the contact profile as a reminder to follow up whenviewing the contact profile.

Click on the column header to sort thespecific column. Click again to reversethe order.

Click on the row to view the details.

Family members activities will be shown

if they exist.


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Contact - Opportunity

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Record and keep track of all opportunity progress for the contact.

The system will maintain 5 empty rows for adding new familymember records.

Input opportunity detail and click theSAVE button.

Click RESET to remove the information.

Click on the icon to view / edit theremarks on the opportunity.

Click on the icon to add an activity

related to the opportunity.

Click on the icon to delete theopportunity record.

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Contact - COI

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Lets you cultivates well-known, influential people that leads you to more sales

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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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Contact - Activity

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Keep track of all your activities involving the contact and their family members.

Click on the column header to sort aspecific column. Click again toreverse the order.

Click on the row to view / editactivity details.

Click on the ADD ACTIVITY buttonto create a new activity with theselected contact as a participant.

Family members activities will beshown if applicable.

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Contact - Campaign

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Keep track of the contact status for the campaign activities.

Click on the column header to sort aspecific column. Click again to reversethe order.

Click on the campaign name to view thecampaign details.

Update the contact status and feedbackfor the campaigns that have yet to expire.

Click on the icon to create anopportunity for the campaign.

Click on the icon to view the leaddetails.

Click on the icon to create an activitywith the contact.

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

Click on the icon to open the FHC record forviewing / editing.

Click on the ADD button to generate a newFHC record.

Click on the icon to upload attachmentslinked to the FHC record.

Click on the icon to view the uploadedattachment.

Click on the icon to remove the uploadedattachment.

Family FHC records will be displayed if theyexist.

Contact - FHC

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Keep track of all financial health check transactions with your contact and his/her familymembers.

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

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

Click on the icon to remove the transactionand the attachment.

Click on the SAVE button to save the input.

Click on the RESET button to remove the datacaptured before save.

Family member proposal records will bedisplayed if applicable.

Contact - Proposal

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Keep track of all proposals generated for your contact and his/her family members.

The system maintains 5 empty rows for adding records at all

times.

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Displays all AIA policies of the contactwhom are either the insured, owner orpayer on the policies.

Capture other policies on the contactfrom other service providers.

The system will keep maintaining 5

empty rows for adding other policieswhenever a record is added.

Click on the SAVE button to save theinput.

Click on the RESET button to removethe data captured before save.

Family members policies will bedisplayed if applicable.

Contact - Policy

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Shows all related policies on your contact and his/her family member profiles.

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Only policies where you are the current 1st or 2nd producer orservicing agent of the policies will be shown.

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Click on the row to open the email.

Click on the icon to delete the email.

Click on the NEW EMAIL button to send

email to the contact.

Contact Email History

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

The section is only enabled when your email account

has been registered in My Profile.

Unread Email.Email with attachmentEmail with High Importance.Private Email.

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

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Target Marketing

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Advanced search tool to identify up selling / cross selling opportunities from your

customer database. Easily identify and differentiate high value customers andexecute target promotions to retain the customer.Search from templates with preset criteria(Optional and can be skipped by directly define searchcriteria 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 savethe criteria you made for future use.

Customize search criteria:

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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 withadditional criteria using the OR condition.

At least one criteria must be selected forperforming the search.

Select Output Format Select BY CUSTOMER to sort by contact

name. Select BY POLICY to sort by policy

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Target Marketing (Contd)

Perform one of the action on the selected list.

Send E-Card

Add Activity

Send Email

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Print LabelAdd to Group4

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Prospect Mapping Inquiry

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The system will automatically map your prospect with policy client record if theprospect is a client and has issued policies. You can view your mapped transactions

and undo the mapping on any clients.

Input criteria to search specific records.

The search box is not case sensitive.

You can search for partial names (Input % beforeand after the text for wildcard search, eg. Chan% or%Andy)

Click on the SEARCH button to display thesearch result.

Click on the RESET button to remove thesearching criteria input.

In the search result, Click on the columnheader to sort a specific column. Click again toreverse the order.

Click on the policy # to view the policysummary.

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 tocreate the contact record in your contact profile OR click onthe MAP button to select the prospect record from yourcontact profile for mapping.

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04Sales Builder

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Sales Target

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Plan and commit to your sales targets for the year.

1 Your own sales targets are shownby default for editing

(*For managers) To enquiresubordinate records, input theiragent code or click on the toselect from a list

Click SEARCH button to confirmthe search.

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Annual target will be auto-calculated when youadjust 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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Switch to Last/Next Month/Week/Day

Reset to todays date

Choose a specific date to view.

Create New Activity

Change to Month / Week / DayCalendar View

Switch to view team members workschedule

Activity Management - Work Schedule

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

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Navigations:

Shows the summary of your scheduled and completedactivities.

Display scheduled activities by category. Clickon the highlight to view the detailClick and drag to move your activity to anotherdate/time.

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Activity Management Work Schedule (Contd)

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Add New Activity

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 addto participant list.

Click on the icon to choose participantsfrom contact list.

Click on the to remove from theparticipant list.

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 thechanges.

Click on the DELETE button to remove theactivity from the calendar.

Activity Date, Time and Objective are required to create theevent.

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Summary of to-do items that require closure. It provides professional customer serviceand 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

Activity Management - To Do List

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Click on to print thecurrent screen to your localprinter.

Click on the to customize

the alert period.

Click on the to performadvance search on own alertor your reporting downlinealerts.

Click on the checkbox tosubscribe and receive emailalerts every day.

Place your mouse pointerover the count to view thedetails.Click on the count to gointo the detailed list of theselected category.


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Activity Management - To Do List (Contd)

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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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Activity Management - Opportunity

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Summary of opportunities

Select criteria and click SEARCH button.

Click the ADD button create new

opportunity.

Click on the icon to view or update theopportunity details.

Click on the icon to view the campaign

detail if the opportunity is created from acampaigning activity.

Click on the icon to create activity forthe opportunity.

Click on the icon to delete theopportunity.

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

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Activity Management Campaign Activities

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Alert on campaign activities :

Pending to Assign Leads assigned to you (if you are manager) andpending for assignment to your team members

New Leads New Leads assigned to you.

Clawback AlertYour leads will be lost in 7 days if you do not take action!

Clawback LeadsYour leads are now lost as you did not take action on

it.

Click on the campaign name to view thecampaign details.

Click on the icon to view the leads assignedin the campaign.

Click on the icon to view the lead details.

Click on the Pending to Assign to performassignment.

Click on the icon to mark read on the alert.

1. Select the leadsto assign.

2. Select agent in your

team to assign.

3. Input no of leads assign tothe selected agent,

4. Click SAVE button.


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Activity Management - Dashboard

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Single view of your own performance or your teams performance.


Click on the icon to print currentscreen to your local printer.

Click on the chart to view the enlargedchart in a popup window.

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Performance Review Prospect Analysis

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Generate your prospect list for evaluation with your leader.



Click on the appointment date to viewthe activity detail or click on the iconto create an activity for the prospect .

Click on the name to view the contactdetail.

Any activities with my prospect in the next 2 weeks?

Any prospects I havent met in the last 2 months?

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Performance Review Client Analysis

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Evaluate any clients that have potential insurance needs in the coming future.



Click on the appointment date to viewthe activity detail or click on the iconto create activity for the prospect .

Click on the name to view the contactdetail.

Click on the policy number to view thepolicy detail.

Click on the icon to view thecoverage detail on the policy. Click on

the icon to collapse the detail.

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Performance Review COI Analysis

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Determine your Centre of Influence (COI) by summarizing the number of referrals thathave been made by each contact.

Select criteria and click SEARCHbutton.

Click on the icon to print the currentscreen to your local printer.

Click on the count to view the name ofthe referral.

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Performance Review Activity Summary

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Review your own and/or teams activities performance over the year.

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Performance Review Activity Analysis

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Analyze yourself and your teams activity effectiveness at different periods of time


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

Click on the SUBMIT EXPORT Requestbutton to generate the excel report. Get thereport from the report queue after it has been

executed.

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Performance Review Production Statistics

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Click on the icon to print current screen to yourlocal printer.

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

Analyze your teams as well as your own productivity against the target.

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Performance Review Production Statistics (contd)

Click the Detail button

can view the details of theProduction Statistics

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05Sales Tools

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Financial Calculators

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It can calculate your: Budget

Calculate the net income which can be usedfor investments.

Life Protection NeedsCalculate your Life Insurance needs to protectyour family.

Accident and Health NeedsCalculate how much insurance should youneed to cover the Health and Accident needs.

Retirement NeedsCalculate how much you need to reserve for

Retirement.

Education FundingCalculate how much you need to reserve foryourfamilys Education funding.

Saving NeedsCalculate the target amount, return rate,duration or contribution amount required foryour investment.

Mortgage CalculatorCalculate the monthly mortgage repaymentfor your properties.

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

Click on the tabs to switch to different calculators. Red highlightindicates 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 yourcalculation.

Click on the RESET button to remove the entered values.

It provides a quick & simple way to advise your customer on budgeting and other basicneeds without going through the comprehensive fact finding and financial needs

analysis process.

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Download Library

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For downloading company documents including forms, brochures, user guide etc

Input search criteria and clickthe SEARCH button.

Click on the filename to openthe file.

Click on the icon to save thedocument to your local harddisk.

Click on the icon to forwardthe attachments to yourcustomers.

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 promotionalmaterials or messages if your customer is under the PD(P)O / UEMO Opt-out list

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Select e-CardSelect 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 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 verifywhether you should send out your e-card to that contact.

Click on the Confirm checkbox if you would like to receive anacknowledgement 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.

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

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

e-Card

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

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Input e-Card ContentEmail subject and message body are required.E-cards are sent out immediately by default. To specifya particular sending date and time, click on thecheckbox and input the date/time.

Please make sure the content of theemail does not include anymarketing or promotional materials

or messages if your customer isunder the PD(P)O / UEMO Opt-outlist

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06Production Inquiry

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Policy Inquiry

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It shows details and information of all the policies (regardless of the policy status) youprimarily serve. Managers can also enquire the policies of subordinates within his

jurisdiction.Input search criteria to find the policy of interest

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

In the search result list, click on the column header to sort aspecific 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:

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

Change the dropdown box for other criteria selections Your own policies are shown by default Remove the agent code to search all pol icies 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)

Summary Summarize policy information Detail link to iAES for details Notes for your own remarks related to the policyClick on the icon to return to the policy

search page

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Policy NotesShows your own notes for the policy in descending

order.

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

Click on the icon to remove the selected notes.

Print Policy SummaryClick on the icon to print the policy

summary in PDF format.

Select the output language and click onthe GENERATE button.

Policy Inquiry (Contd)

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MDRT Corner

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It provides latest Million Dollar Round Table Membership information and yearlyMDRD Requirements, in order to support your eligibility in becoming MDRT members.

The balances to go section informs you the remaining balance needed to achieveMDRT status.

Shows last years MDRT

members.Click on the image to enlarge thepage.Click on the icon to scroll to

the next page or to theprevious page.

Shows the current years MDRT

requirements.

Shows the remaining balanceneeded to qualify for MDRT.

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07Mobile

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Mobile General Features

Login using same login id andpassword used with OnlineAgency Portal.

Select the language to use on thispage, as you cannot changelanguages once you log in.

Click on the icon in the main menuto access the specific function.

The red count indicate numbers ofnew task / activity yet to becompletedon current day

Login Page

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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

Setting Change personal settings.

Access your contacts and policieswherever you are and keep youractivities up to date !!


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Mobile Contacts

Back topreviouslevel

Edit

Switch toother sections

DeleteRecord

Retrievenext 20records

Click on the row togo to the detailpage

Create NewRecord

Logout

Return toHomePage

InputName tosearch


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Mobile Activities

Tab on the day toshow theactivities of theselected day

Indicate the daywith activities

Create NewActivity

Switch acrossView ofMonth/Day /Week

No of activities.Click to expand /collapseactivities details

Back topreviouslevel

Edit

DeleteRecord

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Mobile Message Board


Create NewMessage

Number of replyClick to view / postreply

Input reply andclick POST button.

Input reply andclick POST button.

Return topreviouslevel

For Manager:- Direct Team (Direct Downline)-Whole Team (Include downlineand sub-downline)- Custom (agent within hierarchy,including downlines and uplines)

For Agent:-Post message to direct supervisoronly.

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Mobile Policy Inquiry


Search ownor

downlinesp

olicies

Click on therow todetail page

Click to expand /collapse thesection.

Back to SearchPage.

Click to view /add your ownremark on the

policy.

Input remark andclick on thePOST button.

Display yourown notes indescendingorder.

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The End

iamp user guide - english - v1.0

Documents