WorksheetsProcess and Procedures
Total questions: 10
Worksheet time: 2mins
What are the (3) possible ways to process an application for NFTF?
PRUONE CC Initial and Recurring, PRUONE via Teamviewer (Other than CC), and Manual Editable Forms
PRUONE via CC Initial and Recurring, PRUONE via MumuApp (Other than CC), and Manual Editable Forms
PRUONE CC Initial and Recurring, PRUONE via Teamviewer (Other than CC), and Manual Forms via BOA
What are the 'additional' needed photos or documents to be included in the New Business Applications for NFTF?
Client's selfie with ID, Proof of Video Conference w/ Client, Signed Attestation form, Photo of client in the act of signing, and ACI
Client's selfie with ID, Proof of Video Conference w/ Client, Signed Attestation form, Photo of client in the act of signing, and ADA Form
Client's selfie with ID, Proof of Video Conference w/ Client, Signed Attestation form, Photo of client in the act of signing
SInce we can do a Non-Face-to-Face Application, we can now insure clients abroad. True or False?
True
False
What is the normal email format for New Business Follow Ups?
NB APP#/PN PLO APE send to dragonstonestaff7@gmail.com, CC: BM and UM
NB APP#/PN PLO APE send to dragonstonestaff1@gmail.com, CC: BM and UM
NB APP#/PN PLO send to dragonstonestaff7@gmail.com, CC: BM and UM
What is the document needed when the New Business Application was done face-to-face?
Agent's Confidential Information
Agent's Report Template
Attestation Form
How do we request Letter of Authorization (LOA) via email for clients who will undergo Medical Examination?
Send email to dragonstonestaff7@gmail.com with the necessary details, CC: BM and UM
Send email to dragonstonestaff1@gmail.com with the necessary details, CC: BM and UM
Send email to PHINewBusiness@prulifeuk.com.ph with the necessary details
We can now accept e-signature for BDO ADA. True or False?
True
False
Agents can use their Personal Bank Accounts to do an online payment for their Client's Policy with Pru. True or False?
True
False
What is the proper way of sending the client's proof of Initial payment when it was done via OTC?
Subject: INITIAL PAYMENT - APE / Send to phinewbusiness@prulifeuk.com.ph / CC: dragonstonestaff7, BM and UM
Subject: App# - PLO/PLI - APE / Send to dragonstonestaff7@gmail.com / CC: phinewbusiness@prulifeuk.com.ph, BM and UM
Subject: App# - PLO/PLI - APE / Send to phinewbusiness@prulifeuk.com.ph / CC: dragonstonestaff7, BM and UM
We can now accept all banks for Auto Debit Arrangement as long as we will submit the physical form to BOA. True or False?
True
False
