AAR DOWNLOAD CENTER (e-forms, software, dan lain2)

Disclaimer : Semua e-form dan software yang saya letakkan dalam senarai di page ini adalah untuk tujuan peribadi saya dan agent2 di bawah jagaan saya. Saya tidak akan bertanggungjawab di atas sebarang masalah berbangkit sama ada secara langsung atau tidak atas semua file2 yang di muat turun daripada page ini. Sekian...


e-Form Download

• PAMB
1. Alteration Request Form Prulink 
2. Alteration Request Form Investmenk Link dan Univ Life 
3. Ammendment Form
4. Change of Address Form
5. Claim Form - HB, PruMed, PruHealth
6. Claim Form - Personal Accident, AMR, WI
7. Medical Examination Form Adult
8. Medical Examination Form Child
9. Nomination Form
10. Payment : Autodebit Form
11. Payment : Credit Card Service Form
12. Payment : Premium Control List
13. Revival Application Form
14. Supplementary Proposal Form ( 4PAA, 5PAP, 6PAP, 7PAP ) 
15. Withdrawal of Cash Value Form
16. Deed of Absolute of Assignment
17. Oil Rig Questionnaire - Oil and Gas Questionaire
18. Foreigner Questionnaire

• PBTB
1. Alteration Request Form
2. Ammendment Form
3. Change of Address Form
4. Claim Form - HB, Medical Cover, Takaful Health
5. Claim Form - Personal Accident, AMR, WI
6. Claim Form - Death Claim PBTB
7. Customer Due Diligent Form (CDD Form Feb 2014)
8. Customer Contact Form - Orphan Client
9. Medical Examination Form
10. Nomination Form PBTB
11. Payment : Autodebit Form
12. Payment : Credit Card Service Form
13. Payment : Contribution Control List
14. Revival Request Form
15. Signature Declaration Form
16. Supplementary Proposal Form
17. Withdrawal of Cash Value Form
18. Oil and Gas Questionnaire
19. Foreigner Questionnaire
20. E-Credit Form PBTB

• Agency Admin
1. Agent Application Form - Sets
2. Change of servicing agent form (PAMB and PBTB)
3. AFS Application Form
4. Agent Expectation Letter (FULL TIME)
5. Agent Expectation Letter (PART TIME)

Prudential BSN Takaful Financial Report

• Financial Report 2015
• Financial Report 2014
• Financial Report 2013
• Financial Report 2012
• Financial Report 2011
• Financial Report 2010

Sales Support Tools Download

1. Premium Rates Guideline
2. Height and Weight Table
3. Testimoni for Market Survey : Tabung Adam UiTM
4. Mega Blitz - Survey Form (Sample)
5. Agent Production Monitoring Sheet - Template 2012
6. TRSA and NME Limit Guideline - Adult
7. TRSA and NME Limit Guideline - Juvenile
8. Benefit Summary - MG Unit ONLY
9. VB 2 - Daily Calling List Sheet
10. VB 2 - Monthly Calling List Bank
11. VB 3 - Financial Health Check Sheet for Fact Finding and Risk Assessment
12. Hibah Support System : Sample Letter for Seminar
13. Hibah Support System : Legacy Survey Questionaire
14. Hibah Support Support System : Seminar Selling Slide

Agency Development

1. Nota Exam Pre Contract Examination (PCE)
• Bahasa Melayu 
• English 
2. Nota Exam Certificate Examination in Investment-Linked Life Insurance (CEILLI)
• Bahasa Melayu
• English
3. Nota Exam Takaful Basic Examination (TBE)
• Bahasa Melayu (Bahagian A & C sahaja)
• English (Bahagian A & C sahaja)
4. Agent Expectation Letter (MG Klang)
5. SBU Minutes Meeting Template / Sample
6. SBU Minutes Meeting Template / Sample 2
7. Persistency Management Slide
8. 1MST Presentation Slide (2016)

Agent Planning Workshop Resources

1. Value Exercise Sheet

MEMO Template - Strictly For Agency Used ONLY

1. Cancellation From Inception Letter Template