MY AIA ASSIST REFRESHER PART 1

Which is not a feature of MY AIA?

• Manage Payment

• Viewing all clients

• My AIA Registration

• Policy Servicing

Launch Date of My AIA Assist in CSC and Vibe

• August 5

• August 2

• August 10

• August 1

Upon logging in, an SMS will be sent to your mobile number. Enter the valid OTP. How many digits is the OTP?

• 4

• 5

• 6

• 8

Upon entering the OTP and clicking SUBMIT, you will be redirected to the ________ page.

What is the threshold for entering incorrect credentials before the account gets disabled?

• None. Keep trying!

• More than 6

• 6

• 5

In the Policy Servicing Screen, you will see statuses of the recent transactions. What does BLUE TAGS mean?

• Pending - In Review

• Pending Document

• Returned

• In Queue

In the POLICY SERVICING page, how can we search for the client's record?

• Transaction Number or Reference Number

• Alpha Search

• Policy Owner and Policy Number

• Policy Owner or Policy Number

What page allows the CSA to navigate through the client's profile as a user?

• Policy Servicing

• All Clients Page

• Policy Details

• Client's profile can be seen in every page

While navigating inside the client's profile, when you see there is NO PROFILE or NO ACCOUNT under the "My AIA Statuses", what does it prompt you to do?

• Review Client Profile

• Create My AIA Account

• Advise customer to create an account

• Report to the My AIA Project Team

Inside the Policy Details page, the Manage Policy Tab can update everything EXCEPT....

• Update Gender

• Update DOB

• Update ID

• Update Name