VIP Anniversary PA GIO

Campaign 2.0Campaign Period: 3rd January – 28th February 2018

2 January 2018 1

VIP Anniversary PA GIO Campaign 2.0

Leads with offer letters will be distributed via ALPP

All cases must be submitted via iPOS

Transfer cases to be handled via ALPP with ease

Anniversary PA worth

RM 1,000,000coverage

VIP Anniversary PA GIO Campaign 2.0

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“Do you know…Only 14% of our life customer protected

with Personal Accident? Great opportunity!”

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“Accidental death/disability are the top 4-5 cause of claim

in AIA in 1st half 2017”

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AIA confidential and proprietary information. Not for distribution.

VIP Anniversary PA GIO CampaignCampaign Period: 3rd January – 28th February 2018

iPoS Campaign User Guide

iPoS Login

Select “Contact”

Go to “Contact”

Select “Campaign

Leads”

Look for “Campaign Leads”

Select “VIP

Anniversary PA

Campaign”

Look for campaign “VIP Anniversary PA Campaign”

Look for campaign “VIP Anniversary PA Campaign”

“Checked” all the

leads Click “import”

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2

Select those customers that you want to import to Contact

Warm Leads

Different category

of leads – Hot or

Warm

Successfully import Campaign Leads to Contact

Select “Existing

Contact”

Look for imported campaign leads in Existing Contact

Available to sort by

Campaign Name1

Select the customer2

Select customer that you are going to prepare SQS

Select “SQS”

Select “SQS” to prepare sales quotation

Select “AIA”

Fill up the

necessary details

Fill up the customer details as per requirement

Select “Campaign” to view the product offering

Select this product

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2

Select this tab

Successfully selected product and click “Done”

Select the “Sum Assured”

& Payment Mode

Select the plan sum assured and payment mode

Premium will be calculated automatically

Select “Contact”

Select “Contact” again once the PDS is generated

This “button” will be

“activated”

Scroll down the “Contact” until you see the “E-

Application” and select “PA”

Fill up all the details in

each section

Fill up the customer details as per requirement

Next step

Once all the requirement is filled up proceed to select

“Transfer”

Next step

Follow the on screen instruction when submitting case

online

Submit as per normal

Follow the on screen instruction when submitting case

online

Transfer Leads

How to transfer the Leads? Only for Agency Leader

Transferring of leads are non-reversible once you

confirmed the transfer

Click “here” to go

into the transfers

lead page

A-Life Lady360 (SIO)

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Click on the

“transfer”

button to

proceed

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1

A-Life

Lady360

A-Life

Lady360

A-Life

Lady360

A-Life

Lady360

A-Life

Lady360

A-Life

Lady360

A-Life

Lady360

A-Life

Lady360

A-Life

Lady360

Click on the drop down

list and select the Life

Planner name you wish

to transfer your lead(s)

to

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A-Life

CLady360

(SIO)

Tick to select the

lead(s) you wish to

transfer

2A-Life

Lady360

How to track the Leads?Only for Agency Leader

“Transferred Lead Details”

page:

Life Planner (LP)’s

name who receive the

lead(s)

The date the lead(s) are

transferred

The lead(s) expired date

NB submission date if

the LP close the case

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A-Life

Link

(SIO)

2

A-Life

Cancer360

(SIO)

A-Life

Ladyr360

A-Life

Lady360

A-Life

Lady360

A-Life

Lady360

Click “Transferred

Lead Details” to

monitor your lead(s)

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Thank you