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Release 1.0 User Manual

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1. Figure 1 83 Selection screen of commission projection User can select commission projection period from the list By default 3 years is selected CONFIDENTIAL 96 Copyright 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual iOS Simulator iPad iOS 7 0 11A465 Point Of Sale Enter c 2 SRI NGABEK Commiss Service Corner View New Business commission projection Tradition Business Comer v v Done Figure 1 84 Selection of Period commission projection vie w Projection User can reset the values related to the product using Reset button CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 97 OOA iOS Simulator iPad OS 7 0 11A465 Carrier F 2 SAI NGABEKTI Point Of Sale A 5 a Enter commission projection Analysis values View New Business commission projection Commission Projection Period 3 Years gt Service Corner Business Comer Traditional MyEducation 1DR Number Of Case Awards oy A Commission Analysis Commission Report X Cancel v Done view Projection If the agent wishes to remove a product then tap on the corresponding check sign CONFIDENTIAL 98 Copyright O 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual OLOLLO iOS Simulator iPad iOS 7 0 11A465 2 SRI NGAB Enter commission projection Analysis values View New Busine
2. CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 23 3 6 Calendar 3 4 Agent can select appointment type from the list On clicking Done appointment will be added successfully to the iPad local db 6 Agent can also mail on clicking mail icon Click on Calendar icon from vertical left menu Agent can view today s appointments and can also create appointments from calendar Agent has following options to view in Calendar a Scheduled Appointments Es Dashboard Calender Corporate Feeds Document Manager b Premium Due List c Greeting List d Proposals completed e License renewal list 2 DJAN KHIM SUJANTO Thursday June 26 2014 Saturday June 28 Add Appointment June 2014 Scheduled appointments 0 Tue Wed Thu Premium due list 0 3 4 5 ao AT Policies due for maturity list 0 17 18 19 A as ES Licence renewal list 0 Appointments 0 Today O Q No Appointments Collaboration Sales Corner Product Center Y Point Of Sale CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual Figure1 15 Calendar screen 3 7 Corporate Feeds 1 Click on Corporate Feeds icon from vertical left menu 2 Agnet can view today s feeds by default and if today s feeds are not available then feeds will appear in descending order by date Calender N Corporate Feeds Document
3. CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved 28 ASNToolBox iPad Application User Manual Mumbai Customer Information Figure1 20 Map Customer info based on the manully entered address screen CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 29 Mumbai Customer Information Contact Number 8903983909 Customer Id 151 Email ramesh r gmail com Customer Full Name Ramesh Customertatus o Figure1 21 Map Customer info details screen 3 10 Collaboration Click on Collaboration icon from vertical left menu List of contacts form ipad phone book appears on the screen if ipad phone book have contacts Agent can also have list of his Customers and leads assigned to him Agent has following tools a Voice recorder b Camera c Message d Mail e Facetime f connect through facebook and twitter All these tools will be visible to user based on the access rights given to him Agent can also set meeting ot call with leads or customer from here by clicking on appointment icon Agent can view voice recordings and photos by clicking on arrow icon on top left CONFIDENTIAL 30 Copyright O 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual Carrier gt Contacts gt Dashboard Contacts Recordings Calender Photos Anna Haro N Corporate Document Manager oo Collaborat
4. 0 0 8 iOS Simulator iPad iOS 7 0 11A465 Point Ot Sale Figure 1 78 Contest winners list CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 89 7 4 Commission Analysis This module enables ASN agent to analyze their commission earnings in the form of commission type and product type as different parameters ASN Agents can analyze commission in terms of two parameters for each analysis category 1 Commission type 2 Product Here commission type is default category 7 4 1 Commission type Agent has to select two parameters under commission type category 1 Commission type 2 Period List of values for commission type parameter 1 First year commission 2 Second year commission 3 Renewal commission 4 Overriding direct unit 5 Generation overriding commission 6 Total commission List of values for period type parameter 1 Current year 2 Previous year 3 Current year vs previous year 4 from date To date Select one option for commission type and period each For ex commission type First year commission and period Current year User can view commission analysis data either in graphical form or tabular form Commission analysis data in graphical form CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual Commission Type Product Type Commission Type First Year Commission gt Period Current Year gt Agent Nam
5. null null il ou Commission Projection 00835916 ANASTASIA SUMARTINI ER 00835755 AGENCY BE 14400000 null null Reports 00835755 AGENCY BE null null BP 84004999 null null Performance Analysis Figure 1 75 Winners list for other awards CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual 7 3 Contests ASN agents are motivated in the form of various contests from time to time 7 3 1 Contest Details Agent can view the contest details 0 6 iOS Simulator iPad iOS 7 0 11A465 Point Of Sale Y Service Corner Figure 1 76 Contest details CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved 87 LOOO iOS Simulator iPad iOS 7 0 11A465 2 SRI NGABEKTI Contest Details Winner List x H Point Of Sale Service Corner number of Rider Awards o Contest Y Commission Analysis Contest Documents n Projection A Commission Report Pertormance Analysis Figure 1 77 Contest details expanded When the agent taps on the document icon then corresponding contest document is displayed CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual 7 3 2 Contest Winner List Agents can view winner list of particular contest Agent can select the contest whose winner list is to be viewed from the contest list
6. Id Type Id Number Customer Name Policy No Ticket No Application No Policy Status Policy Enquiry gt SUGIYANTO SE 000002076732 TKT015626 00835926 1055081009671001 SUGIYANTO SE 000002076732 TKT015276 2 SRI NGABEKTI Me y Policy Number gt Figure1 37 policy enquiry view detail View Detail CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved e SRI NGABEKTI Corporate Feeds lt Back Policy Number 000002076732 FX Coverage Details Coverage Details Insured Data Policy Number 000002076732 Document Manager Plan Code Policy Holder Data 7 99 Policy Start Date 1M i Plan Name Collaboration Policy Payor Sum Assured Perencanaan Payment Frequency 2 Sales Corner Ticket No TKT011998 F5 Std Premium 568800 Product Center Insured Data y Y Date Of Birth 10 09 1967 Point Of Sale Place Of Birth JAKARTA Smoker Status N Service Comer Customer Id 28877 Insured Name SUGIYANTO SE Address Phone Number Save Lead Detail Service Request Figure1 38 policy enquiry detail 9 User can mail print and download summary or details of enquiry by clicking on mail print and download buttons respectively 5 2 Service Request 1 Click on Service Request icon from vertical left menu 2 New Service Request page appears CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual SRI NGABEKTI Cor
7. 6 1 1 Lead Selection This functionality enables the agent to select identify he lead prospect for which the need analysis has to be done 1 Identify the Lead Prospect 2 Select the Lead Prospect 3 Search the Lead Prospect 4 Display the Lead Prospect Information 5 The indicative details to be displayed for Lead are Customer ID Lead ID Lead Name DoB Sex Hand phone Number Email and Lead coordinate Addres for Communication 6 he indicative details to be displayed for Prospects are Name ID type ID Number Address Sex Hand Phone Number Email ID Date of Birth Age Marital Status and Occupation CONFIDENTIAL 56 Copyright 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual POS Wizard Quick Quote Generation Jocument Upload ead Selectior O Need Selec O Need Ana Q By Name 2 Select Search Type By Name By ID ghifahj 165 Davis Street Hillsborough CA q y Y Y Collaboration W Point Of Sale Select Lead and Go to Next Step Figure1 47 Lead Selection Screen 6 1 2 Need Selection This functionality enables the agent to select and priorities the customer needs On need selection screen user should be able see the list of Type of Products 1 Life Traditional 2 Life Unit Linked 3 Health User should be able to select one of the Type of Product The screen would vary depending on the product selected from different Type of Products Life Traditio
8. Commission Projection Commission Report Pertormance Analysis Target ALP SRI NGABEKTI a fl Figure 1 71 Additional business required in tabular form CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 82 ASNToolBox iPad Application User Manual Awards A sense of motivation and competition is created amongst ASN agents by means of awards for different business measures at different agent levels 7 2 1 List of On tap of award name the list of available awards should appear 2 DJAN KHIM SUJAN Awards BZ Point Of Sale Top 10 Personal Producer by Net Cases gt Service Comer Ed Business Corner Channel Top 10 Personal Producer by Net Cases jun18 null null weqwe null null jun123 null null t4wete4t UUU 6 09 null null Awards null null ol i NDARI Contest null null null null 00612131 5 3 null null ou AZID null null Commission Projection null null Commission 1 YULIA BUDIASIH JA 3 null null Reports Performance Analysis Figure 1 72 List of awards available CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 7 2 2 BP Winner user If a BP user is under top 20 winners rank in case of Top 10 personal producers category then his name will appear in a different color with hierarchy logo sticked on it DJAN KHIM SUJANTO Point Of Sale Top 10 Persona
9. Manager ww Collaboration Sales Corner ep Product Center Point Of Sale 3 Agnet can select feed type on clicking gt 4 Agent can also sort feeds by title and date 12 11PM Circulars Today s Circulars test Memos ASI ol sn files Circulars IT Standard Announcement News Socialization or SOCIAL culars 0061411 SIT THREE http 10 71 34 191 risdaaaaa 1ttp 10 71 34 191 ABC Circular 123 http 10 71 34 191 Circular test l http 10 71 34 191 SNToolBox asn f test circular health http 10 71 34 1 SNTool Si les culars Allian home x asn files Circulars Figure1 16 Corporate feeds screen Sort By Date Sort By Title 04 03 2014 09 52 55 03 27 2014 11 54 11 03 19 2014 16 29 20 2014 11 16 40 2014 11 34 12 2014 03 14 12 03 07 2014 10 55 10 2014 20 31 46 2014 00 00 00 CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved 25 3 8 Document Manager 1 Click on Document Manager icon from vertical left menu 2 By default Products related documents appears on the screen type Carrier gt Dashboard Calender N Corporate Feeds Document Manager Collaboration Ea Sales Corner Product Center Point Of Sale 3 Agent can select the documents type from the list of available document 5 Agent can also sort documnets by Name and date 12 35 PM 2 TATANG Products gt Sort By Date Sort By Name
10. RI Sales Corner Product Center Point Of Sale 3 3 Quick Update Notification Summary 100 ma 2 TATANG 30 Hey Premium due 345 575 57 6575 2014 02 05 575 345 575 57 6575 2014 02 05 575 Figure1 8 Notification Summary screen This functionality enables the agent to view Quick Updates 1 Click on any Quick Update from the list of available updates subject summary of all the quick updates under that subject appears CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 18 ASNToolBox iPad Application User Manual 11 33 AM 2 TATANG lt Back Quick Update Summary Fa yy Greeting List Customer 1 Po be 7413 N Neha 2014 02 02 Policy Numb 7413 DN C er Name Aniket 2014 02 03 7413 UMMAYA 2014 01 14 7413 Document Manager Name YULIAN A B 2014 01 28 Collaboration cy Numb 7413 Cu e YUNIARTI Birth Date 2014 03 12 Sales Corner Calender Corporate Feeds JA Product Center se Point Of Sale Figure 1 9 Quick Update Summary screen 3 4 Dashboard Dashboard enables the agent to view details for Production New Business and Service Request 1 Click on any item from the list of available Dashboard type summary of that type appears CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved Carrier F LA Quick Updates Production gt ashboard C D i Dashboard yn Credit 2 Production New Business Servi
11. 2014 Allianz Indonesia All Rights Reserved 36 ASNToolBox iPad Application User Manual Dashboard Calender Training Program Schedules M Collaboration Sales Corner Lead Management Training Program Schedules Financial Planning Tools Figure1 27 Training Program Schedules screen CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 37 Dashboard lt Back Program Information undue ogram Name Schedule Program Program Module Corporate Feeds rogram Duration re requisite Schedule Program M Collaboration Schedule Road Map Schedule Modu Duration Sales Corner Schedule Modu Lead Management Training Program Schedules Financial xam Name Planning Tools Figure1 28 Training Program Information screen 4 3 Hierachy Tap on hierarchy icon will display Hierarchy information on screen This feature is accessible to BP level agents only It provides 2 types of hierarchy information Overriding Generation and Overriding Direct Unit 1 View overriding generation Tap on Overriding Generation button will display screen with multiple generations for logged in user 1 Show Hide Generation Tap on Generation 1 Generation 2 etc buttons will show or hide selected hierarchy 2 View additional details for agent in hierarchy 3 Drill Down Tap on view more details for an agent will display all the unit and personal level agen
12. 2014 Allianz Indonesia All Rights Reserved 42 ASNToolBox iPad Application User Manual 2 Antonio My Savings BY y Collaboration Sales Corner Lead Management Training Program vestment Te fears fated Schedules 10 E Expected Retur 7 a Hierarchy Annual gt Financial Product Center a Merest El eriodical Investment IDR258 Point Of Sale Service Corner ned under Initial Investmer a Reset V Calculate Business Corner Figure1 33 Financial Planning Tools Calculation screen CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 5 Service Corner 1 Click on Service Corner icon from vertical left menu 2 Two sub modules appears 1 Enquiry 2 Service Request 5 1 Enquiry 1 Click on Enquiry icon from vertical left menu 2 User have option for policy enquiry proposal enquiry and agent enquiry User can select type of enquiry from the list of enquiry NEFA CD e SRI NGABEKTI Job Corporate Feeds Me y Policy Enquiry gt Policy Number gt Document Manager Collaboration Sales Corner PE Product Center Service Request UN p Copyright 2014 Allianz Indonesia 44 All Rights Reserved ASNToolBox iPad Application User Manual Figure1 34 select type of Enquiry 4 User can perform enquiry based on Policy number application number agent code license number Carrier F 100 e SRI NGABEKTI sob Os Cor
13. 4 Document upload AMIT TODO CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 74 ASNToolBox iPad Application User Manual 11 23 AM Quick Quote Generation Saved And Submitted Document Upload Dashboard Additional Document Upload Calender pon Upload Documents For SPAJ Number Q Search DN Rares Se Upload Document From BirthCretificate png Driving liscence png Document Manager KTPpng M VU Collaboration MarriageCertificate png Sales Corner Sim png Product Center Point Of Sale X Cancel Figure 1 64 Document Upload screen 7 Business Corner J Submit CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved 75 Business Corner module consists of following sub modules 1 Clubs 2 Awards 3 Contest 4 Commission Analysis ul Commission Report 6 Commission Projection 7 Performance Analysis Clubs ASN Agents are grouped and enrolled into different privileged member groups called as Clubs Club SRI NGABEKTI got gt Point Of Sale ClubDetails Member List Potential Club a r Ral Service Comer All Clubs gt EY ASN Champion Club 2014 Business Comer gsgsg ASN Premiere Club 2014 ASN Achiever Club 2014 Activity Club 2014 5 jun f waqwew Commission 1 Agent can view list of all the clubs Figure 1 65 List of Clubs screen 2 Agent can filter the clubs based on club type CONFIDENTIAL Copyrigh
14. 9 2 GETTING STARTED cccccccscsssssssssssscsnsceesescessnssscsnnacecesceesesensnsncccanacscesseessscussesecsansceesessessuscecsnsacsauscesseseasssseesensanseeess 10 2 1 DEVICE COMPATIBILITY coeire nenesie ennan annin aaae N se e DDR at suas do a dater telnet tnune 10 2 2 le lee Tee cocinada de oa di e ha ac dd ja a CA dc Ci EEEE E 10 2 FIRST TIME PASSWORD CHANGE civic a Cad A EDEA Ee 11 2 AGENERALFUNCMONALITIES svc cstscicewescacacestvssveindeituriantdesdanasanadbeesseavubebubeestscsceelesse suas abba ia de Ainara dvi 12 A tsnoietaeiieapansesoanosananenpavesaeUbslinh ele t eos een tenant donnee ere ohdnensguasner sixes 15 3 HOME MODULE COMMON FUNCTIONALITIES sscsssscssssecssscecsssccssccesssceessseeesescessseeesssecusseesesneecessececceesecseesssaeseoses 16 o O 3 2 NOTIFICATIONS 3 3 QUICK UPDATE 3 4 DASHBOARD 2 5 APPOINTMENTS dns BiG CALENDAR a iris 2 7 CORPORATE FEEDS cun 1 CLICK ON CORPORATE FEEDS ICON FROM VERTICAL LEFT MENU 2 AGNET CAN VIEW TODAY S FEEDS BY DEFAULT AND IF TODAY S FEEDS ARE NOT AVAILABLE THEN FEEDS WILL APPEAR IN DESCENDING ORDER BY DATE iii 25 3 8 DOCUMENT MANAGER 1 CLICK ON DOCUMENT MANAGER ICON FROM VERTICAL LEFT MENU 2 BY DEFAULT PRODUCTS RELATED DOCUMENTS APPEARS ON THE SCREEN sisi 26 SOMAR da tect O RN 26 2 ONG OMA BRATION A O OA 30 A SALES CORNER NN 32 BI SERVICE CORNER ii dsceacescascdecusedaeeosasdecenduceaescsanetes vlgasdae os saeneaeddusaceddvacesseacaddes
15. Member List Potential Club gt Agent Name David Amy Danny Walter rlet Jonhson Mary Jen GOPAL Ethan Hunt Tony Stark RAJ Leader Name Channel Danny BUSS Danny BUSS SWAMY BUSS Danny BUSS Danny BUSS Tony Stark Peter RAJGOPAL Peter Nick Fury RAJGOPAL Position BP BP BP BP BP BP BP BP BP BP BP list of members for default club e ASN SRI NGABEKTI Year to date net Cases Year to date net ALP 1131452 10 566570 110070 86100 83470 77020 63850 Figure 1 67 Default Club MemberList screen 1 Agent can view the list of members for different clubs 2 1 Tap on club type button and select a club type and view the list of club names for selected club type 2 2 Select club name and view the list of applicability level for that club 2 3 Select applicability level and view the list of members for the selected parameter CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 78 ASNToolBox iPad Application User Manual Point Of Sale ASN Champion C ASN Champion Club 2014 ASN Premiere Club 2014 ASN Achiever Club 2014 Figure 1 68 Member List screen 7 1 3 Potential Club This functionality enables the agent to know the additional business required to qualify for the aspired club 2 Agent can view the list of all the clubs CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Rese
16. Non taxable 115724304 Commission Reports Tax 77426282 17278 Total 100000 Performance Analysis Figure 1 90 Commission report summary CONFIDENTIAL 104 Copyright O 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual On selecting a kind of commission from summary a detailed screen will appear Carrier F gt 100 Allianz 2 DJAN KHIM SUJANTO 0 Point Of Sale lt Back First Year Commission 114390000 IDR Me h O No Policy No Client name Issue date Mode Due date Premium Service Comer Com Rate 1 000005835132 MASRI RAHMAWATI 17 02 2014 12 1000000 07 ES 2 000005835132 MASRI RAHMAWATI 17 02 2014 12 Business Corner 1000000 07 3 000017480573 SA ADAH 21 02 2014 12 500000 215 Awards Contest AT Commission Analysis Projection Commission Reports Performance Analysis Figure 1 91 Commission report detail On tapping a kind of eared commission details of earning appears The screen would be scrollable both horizontal and vertical Indicative fields for commission are For FYC SYC RNC No Policy Number Client name Issue date mode due date plan premium commission rate FYC SYC RNC Premium type For Overriding commission No Get from agent code Agent name designation policy no Premium commission rate amount premium type CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 105 AS
17. AL CLUB 7 2 AWARDS O 7 2 2 BP WINNER USER 7 23 BP WINNER USER CAN SEE HIS HERARCO A ais 85 724 COMME PAW ARDS A A LL ONES ira dais Fit A O ace CONTEST WINNER LIST a A e cli ees VA CONMISSON AS asda dd dd pS A AN PZ PRODUCT TP Esc cc ill a al tl a in il 7 5 COMMISSION PROJECTION paisa a nen TT E E P E FL OP TIONS TO CHOOSE PERIOD ota ie e OTAN deci Eve 101 TS FROMIDARE TO DATE SEERE MON ova dni dida di 101 TS REPORT SUI oo A ii A A EEE EETA E S Ea did 103 PRE AR o DEIS ot A a A E AR A E 105 Lel PERFORMANCE IIS re A A AA AA A S AAA 106 Tf A SELECTION OF PARAMETERS osooni rore A a ae 106 1 7 2 REPORT GENERATED FOR PERSONAL cocino AAA AAA Aia Arica 110 1 1 3 REPORT GENERATED FOR HIERARCHY coccion AAA naa iii 111 CONFIDENTIAL 5 Copyright O 2014 Allianz Indonesia All Rights Reserved List of Figures 1 1 Login page 1 2 Change Password 1 3 Home Page 1 4 Mail screen 1 5 print screen 1 6 logout screen ku Rk ok 2 1 1 de 1 Lio 2 2 1 Le La Le 1 Zi 1 1 6Confidential 10 LA 12 13 14 15 16 17 18 19 20 21 25 23 24 25 26 27 28 29 30 31 32 7 profile screen 8 Notification Summary screen 9 Quick update screen List of Dashboard type screen Dashboard summary screen Dashboard summary table view Add appointment screen Add appointment screen Calendar screen Corporate feed screen Document manager screen Map address selection
18. ASN Tool Box iPad Application Release 1 0 User Manual November 2014 CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved About this Document Purpose This manual presents the functional capabilities of the ASNToolBox Application and contains the procedures that are needed for using ASNToolBox app Intended Audience This manual is intended for agents who intend to view information before it is displayed on ASNToolBox Ipad Application Organisation of this Document Information in this document has been organised as follows Table Organisation of the Document Chapter Description Introduction Describes application features types of users roles and their authorities Getting Started Describes generic login logout mail print functionalities Understanding the ASN ToolBox app Describes the various modules in Home module Common Functionalities Common Functionalities Home Describes how manage the information about the User Agents Corporate Feeds Documents Maps and Collaboration Tools with create update view and search functionalities Sales Corner Describes Agent can view training program schedules can calculate savings using my savings tool for their sales activities and it also enables user to view bonus commissions which they earned because of receiving agents under them Lead Management Describes Agnet can create view update prospects locally o
19. Copyright O 2014 Allianz Indonesia All Rights Reserved 110 ASNToolBox iPad Application User Manual Carrier F 11 35 AM 2 DJAN KHIM SUJANTO Point Of Sale l Performance Analysis KA O Selected Parameters for report Service Comer DJAN KHIM SUJANTO Business Corner c 00835766 Sa SPRING oS Violet Year to date Current Year Vs Previous Year Club varun 1020054 3556794 Contest 2230550 279564 PR bhishek 3205200 Commission Analysis 2379456 7 ol 1020052 ou Commission gt Projection 1378794 3020410 ES Commission Reports Current Year Previous Year Measure SLP Performance Analysis Figure 1 95 Hierarchy level 1 summary screen in chart form 7 7 3 Report Generated for hierarchy After drilling into next level the screen would appear as depicted below This drill down is possible until five generations including level one On tapping Back button previous hierarchy is shown CONFIDENTIAL 111 Copyright 2014 Allianz Indonesia All Rights Reserved Carrier Point Of Sale Doll Service Comer E Business Corner Awards Of Contest AN Commission Analysis a Commission Projection Commission Reports Performance Analysis ed Parameters for report Agent Name Abhishek Deepti Varun Policy Number Plan Voilet Voilet Voilet Voilet Voilet Figure 1 96 Hierarchy level 2 onwards 11 42 AM DJAN
20. ENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 73 Alli an Zz i NAME CODE OF PRODUCT MYEDUIDR MY EDUCATION TYPE OF PRODUCT Unit y Traditional POLICY NO DFG APPLICATION FOR LIFE INSURANCE SPAK NO DFGH YCAMPAIGN CODE HOG PT Asuransi Allianz Life Indonesia Complete using BLACK COLOR INK BOLD and WRITING DOES NOT COME OUT FROM BOX clear and tick in the appropriate box Note on SPAJ which is not completed fully will not be processed H Candidate Participant P olicyholder Couple of Policyhalder Contributing Payment Beneficiary shall be a United States of America citizen or relating to the United States of America itis required to complete Form FATCA Full Name im accordance with ID AMIT Place of Birth DFGH Date of Birth 14 05 1992 AA Date month year State Code of Place of Birth GDFS State Code of identity issuer SDFG Type of Identity Y KTP O SIM o Passport o KIMS o KITAS o Birth Certificate O Lifetime Resident Identity Card Identity No sdig Vald through 09 06 2018 LL O date month ye ar Nationality t Yi Indonesian 1 Nor indonesian mention the nationality Sex Male o Female Marital Status y Married o Unmarried o Widow Widower Religion q Musim 1 Hindu 7 Catholics py Christian y Buddha 1 Others Name of Agency Company DFGS Type of Business of Agency Company GDFS Position Specially PNS TNUPOLRI inene Figure 1 63 SPAJ form screen 6
21. KHIM SUJANTO os Performance Analysis A Bal Measure Previous Year 3794 Premium Mode Policy Status Inforce Inforce Inforce Inforce CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved 112
22. Map Activity Entity selection Map customer info based on the manually entered address Map customer info detail screen Collaboration screen Collaboration connect to social media screen Lead Management Lead Report Lead Search Training program schedule Training program information Hierarchy overriding generation Hierarchy overriding direct unit Hierarchy overriding generation1 Financial planning tool TATA CONSULTANCY SERVICES 1 33 Financial planning tool calculation 1 34 Select Type of Enquiry 1 35 Policy Enquiry 1 36 Enquiry Summary View 1 37 Policy Enquiry View Detail 1 38 Policy Enquiry Detail 1 39 New Service Request 1 40 New Service Request with Request Detailss 1 41 Enter New Service Request Detail 1 42 Required Document 1 43 Saving Request 1 44 View Saved Request 1 45 POS Normal Flow 1 46 POS Normal Flow Navigation Path 1 47 Lead Selection Screen 1 48 Need Selection Screen 1 49 Need Analysis Screen 1 50 Product Selection Screen 1 51 Product Search Screen 1 52 Product Comarision Screen 1 53 Benefit Illustration Screen 1 54 Illustration Generation Screen 1 55 e_Submission Screen 1 56 Lead Selection Screen 1 57 e_Submission Screen 1 58 Benefit Illustration Screen 1 59 PolicyHolder Detail Screen 1 60 Illustration Generation Screen 1 61 Add Detail 1 62 Saved and Submitted Screen 1 63 SPAJ Form Screen 1 64 Document Upload Screen CONFIDENTIAL Copyright 2014 Allianz Indonesia Al
23. N agents should be able to see their business performance in terms of dashboard Also the supervising agent otherwise called as leaders BP should be able to monitor the performance of their sub ordinate agents The screen displays various parameters depending on performance of individuals performance can be evaluated 2 DJAN KHIM SUJANTO Performance Analysis BA D Y Parameter for report View Report Service Comer ES i Select gt Business Corner Point Of Sale Product Select gt Measure Values Select gt Count Values Select gt Awards 6 Values Select gt PR Select gt Select gt AT Commission Analysis Tl ou Commission Projection ES Commission Reports v vV Done View Report Performance Analysis Figure 1 92 Parameters selection screen Broadly there are five basis for proceedings 1 Level 2 Product 3 Measure 4 Period 5 Report type At any instance user would be able to reset selection by tapping Reset button CONFIDENTIAL 106 Copyright 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual Level is broadly classified under 1 Personal 2 Unit level 3 Group level Personal is applicable for both BE and BP whereas Unit amp group level are BP only Products are Violet amp Life Measure are broadly classified as 1 Values 1 1 SLP 1 2 ALP Gross 1 3 ALP Net 1 4 Premium Paid 1 5 Submission SLP 1 6 Su
24. Products uct Spec Alz Agency amp BUSS _v2 0 Internal Opus Claim forms NTool es Inac Protection Plus Product Service request forms Agency forms Manuals Figure1 17 Document Manager screen 3 9 Map 1 Click on Map icon from vertical left menu 2 By default Agent training centers within 20 miles will appear on map depending on the user s current location 3 User can select the range from the range selection option on the screen CONFIDENTIAL 26 Copyright O 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual 4 Agent can select the adress for which he wants to see entities activities from the first drop down Current Address Home Address Lead Address Customer Address Office Address Mumbai Figure1 18 Map Address selection screen 5 Agent can select activities entities from the second drop down CONFIDENTIAL 27 Copyright O 2014 Allianz Indonesia All Rights Reserved Current Address Agent Training Center 6 Agent Training Center Lead Information Appointments Insurance Examination Center Customer Information Figure1 19 Map Activity Entity selection screen In case of lead addres and customer address agent has option to select location services like Allianz offices doctor panel diagnostic Centers and clinics from second drop down Agnet has option for mail message iMessage and facetime in Lead Information and Customer Information
25. Prospect 10 Display the Lead Prospect Information 11 The indicative details to be displayed for Lead are Customer ID Lead ID Lead Name DoB Sex Hand phone Number Email and Lead coordinate Addres for Communication 12 he indicative details to be displayed for Prospects are Name ID type ID Number Address Sex Hand Phone Number Email ID Date of Birth Age Marital Status and Occupation CONFIDENTIAL 66 Copyright 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual POS Wizard Quick Quote Generation Saved And Submitted Document Upload O Add Details Benefit Illu tyryer Anna Haro Driving Licence Anna Haro yertyerty D 1001 Leavenworth Street Sausalito CA Daniel Higgins David Taylor i Male H 345344 Hank M Zakroff anna haro mac com 01 01 1959 J John Appleseed 55 years K Married Servies Comer Kate Bell atio 121 v Select Lead and Go to Next Step Business Comer Figure 1 56 Lead Selection Screen 6 2 2 Add Details This functionality enables the agent to select product without any need selection and analysis me On add details screen user should be able see the list of Type of Products TR lt D Life Traditional lt a Life Unit Linked 4 Health User should be able to select one of the Type of Product The screen would vary depending on the product selected from different Type of Products Life Traditional Life Unit Link
26. Schedules Figure1 24 Lead Management screen 4 Agent can view Prospects Reports Prospects report can be seen based on all the sources like self allainz converted and not converted prospects and month to date CONFIDENTIAL 33 Copyright 2014 Allianz Indonesia All Rights Reserved Calender NN Corporate Feeds Leads View Prospects Reports Source All gt Not Converted gt Agent Name Antonio Document Manager O Q M Collaboration Sales Corner Lead Management 2h Training Program Schedules Hierarchy Financial Planning Tools Prospect Created Report gt Agent ID Figure1 25 Lead Report screen 675124 Antonio 90 B Month to Date gt 95 5 Can perform serach based on prospect id or name 100 a CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved 34 ASNToolBox iPad Application User Manual Calender Leads View Prospects Reports O New Prospect Corporate Feeds Document Manager M ww Collaboration Sales Corner FN Lead Management Training Program Schedules Hierarchy Financial Planning Tools Figure1 26 Lead Search screen 6 User can connect with the prospects using various collaboration tools like Message facetime mail from the prospect s details page of the 4 2 Training Program Schedules Tap on Training Program Schedules icon from vertical left menu will display training schedule l
27. bmission ALP 1 7 Outstanding proposals SLP 1 8 Outstanding proposals ALP 2 Count Values 2 1 Case Gross 2 2 Case Net 3 3 Outstanding Proposal Case 3 Values 3 1 Current year Persistency 3 2 13t Month Persistency 3 3 25 Month Persistency Only one measure can be selected at once If changed then previously selected measure will disappear and select will replace existing text Period Daily month to date year to date Report type Current year Previous year Current Vs Previous Year CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 10 31 AM 100 2 DJAN KHIM SUJANTO sob Point Of Sale Performance Analysis BX eter for report View Report Service Comer Unit Level gt Business Corner Product Violet gt Measure Values SLP gt Count Values Select gt Awards Values Select gt Contest Year to date gt Current Year Vs Previous Year gt AT Commission Analysis FA ou Commission Projection Commission Reports vV Done View Report Performance Analysis Figure 7 Parameters selected screen Performance cannot be calculated for values on daily basis CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 108 ASNToolBox iPad Application User Manual Percentage can t be calculated daily oK Figure 1 93 Warning when values is selected with period is daily Reset button at the bottom of screen escapes all
28. ce Request Calender Notifications e reque Premium due Document Manager M Ww Collaboration Appointments 0 Today Sales Corner No Appointments Outstanding pr Product Center Personal BB unit Agency Point Of Sale Figure1 10 list of Dashboard type screen 2 On selecting dashboard type from list below screen appears based on the type selected CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual Carrier F gt Quick Updates hboard OS Commission Credit I Greeting List Customer Greeting List Family 7 License Renewed Corporate Feeds Notifications Pending Proposals Service request pending Premium due New Leads Assigned Collaboration Appointments 0 RI Sales Corner No Appointments Product Center Point Of Sale 11 44 AM TATANG New Business gt 06 Apr 2013 07 Apr 2014 New Business 50 50 50 10 10 10 0 0 gt gt Year to date ALP for 2013 M Pending M Completed Submitted Figure1 11 Dashboard summary screen 3 the graph 4 This Dashboard is also available in table form also by clicking on 100 gt e EI Agent can see the details of the dashboard by clicking on any of the bars of CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 21 A Dashboard Calender N Corporate Feed
29. cial Planning Tools Product Center Point Of Sale Service Corner En Business Corner Figure1 31 Hierarchy Overriding Generation1 screen 4 4 Financial Planning Tool 1 Tap on Financial Planning Tool icon from vertical left menu it will display My Savings financial tool 1 Calculate My Savings 1 Enter Initial Investment Periodical Investment Investment Term Expected Return and Periodicity 2 Tap on calculate button at bottom right corner 3 It will display calculated values for following fields 4 ACCUMULATED AMOUNT of Periodical Investment 5 INVESTED AMOUNT under Periodical Investment 6 INTEREST EARNED under Periodical Investment X ACCUMULATED AMOUNT of Initial Investment 8 INTEREST EARNED under Initial Investment 9 TOTAL under INVESTED AMOUNT CONFIDENTIAL 41 Copyright 2014 Allianz Indonesia All Rights Reserved 10 TOTAL under INTEREST EARNED 11 TOTAL under ACCUMULATED AMOUNT 2 Reset calculated values Tap on reset button at bottom left corner will reset all input and output values to Carrier F Dashboard Calender Corporate Feeds 10 DA 7 Document Manager Annual Collaboration Sales Corner Lead Management Training Program Schedules TG 7 Financial Planning Tools initial state O Reset My Savings Annual Half Yearly Quaterly Monthly Figure1 32 Financial Planning Tools screen CONFIDENTIAL Copyright
30. deccs elle sata added eee 44 6 POINT OF SALES POS MODULE A O 6 1 1 LEAD SELECTION 61 2 NEED SELECTION rniii nisa da lada a o EAA a NAA LD o CA a di 613 INEEDANASIS RE EE E a A di a aE GT PRODUCT SELECTION ceruri rinne iener rrini e rA A E E EaU A 00 bo di A 6 1 6 BENEFIT ILLUSTRAMON reei arrari A di at AAEN AAA a EAA a ein Naaa EES 6 17 MLUSTRATIONIGENERATION 2 422444 ienn niea ana E aE NEN AAAA suas do RAR a i RR 6 13 E SUBMISSION moi eean a EEE aa AE EEEE EAE AAAA TENANE AEA EEEREN dei a aS THIS SCREEN WILL PROVIDE THE DIFFERENT FORM BASED ON THE PRODUCT SELECTED AND PROVIDE FOLLOWING FUNCTIONALITY TO USER arccosiosanoanasao todo rndnaa EENDERS o ao eo dia Tasa veseesh jeesindaateadisnaanseseeasessssussuindaveeiawcessi 64 6 2 QUICK FOW cta 6 2 1 LEAD SELECTION 6 2 2 ADD DETAILS 6 2 3 BENEFIT ILLUSTRATION 6 2 4 ILLUSTRATION GENERATION 6 29 E SUBMIS O Niutin ani A Rd ie THIS SCREEN WILL PROVIDE THE DIFFERENT FORM BASED ON THE PRODUCT SELECTED AND PROVIDE FOLLOWING FUNCTIONALITY TO A ON 71 4Confidential TATA CONSULTANCY SERVICES 63 SAVED AND SUBMITTED sesiunea r a aa EE op a suds EAA E Eanan Na eaa EEEE 72 6A DOCUMENT UPLOAD oreroraa dc oda dc da o a 0 9 DD a A se 74 7 BUSINESS CORNER csssssssscssesssssssssssnacscesceesesenssencccanecsesessessnssecnccsaneceessscessneseacanacaneesessussceseacueansceceeseasesenessnansansoeees PU A I Pill CLUBES A A AAA AAA AA 7 1 2 MEMBER LIST 7 1 3 POTENTI
31. e DJAN KHIM SUJANTO Agent Code 0083576 C nission An sR Commission Type Commission Type First Year Commission Period Current Year Report Generated on 25 06 2014 Time 12 33 600000 400000 200000 Figure 1 79 Commission type analysis in graphical form Tap on list button to view the commission analysis data in the tabular form CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 2 DJAN KHIM SUJANTO a Point Of Sale Commission Type Service Corner Commission Type First Year Commission Business Comer Period Current Year gt DJAN KHIM SUJANTO on Analysis Re First Year Commission ent Year Report ted on 014 Time Month amp Year Commission Amount january201 4 FirstPayment january2014 SecondPayment february2014 FirstPayment Commission Reports february2014 SecondPayment Pertormance Figure 1 80 Commission type analysis in tabular form 7 4 2 Product Type Parameter values for product type category is 1 Product type 2 Period type List of parameter values for product type is as under 1 Traditional MyEducation IDR MyFuture IDR Endowment Retirement 60 My Protection IDR 2 Unit Linked AlliSya Maxi Fund Plus IDR SmartLink New Flexi Account IDR AlliSya Protection IDR SmartLink Maxi Fund Plus IDR SmartLink New Flexi Account USD CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 92 ASNToolBox iPad Application U
32. ed and Health Those products belonging to particular product type appear on the screen User is able to select product and riders CONFIDENTIAL 67 Copyright O 2014 Allianz Indonesia All Rights Reserved 2 Quick Quote Generation Saved And Submitted Document Upload Calender O Lead Selection Add Details Benefit Illustratior porate Feeds Life Traditional gt You can select only one product and one or more riders for it My Education IDR Endowment My Future IDR Endowment Retirement 60 My Protection IDR Whole Life X Cancel J Add Details and Go to Next Step Figure 1 57 E Submission screen 6 2 3 Benefit Illustration User is able to enter details required for illustration generation Here product detailscan be modified according to customer requirement The screen would vary depending on the product selected from different Type of Products Life Traditional Life Unit Linked and Health Agent can modify policyholder and can add family member spouce flexifamily member base on type of product and product selected CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved 68 ASNToolBox iPad Application User Manual Document Manager TIST wU Collaboration Sales Corner Product Center Bervice Corner usiness Comer Quick Quote Generation Saved And Submitted Lead Selectior Ox Illustration Insured s Particulars 4 Policyholder s Particulars Product Details O Wit
33. eports Performance Analysis Agent Code 00078789 00834337 00714211 00003874 00612131 00835766 Agent Name MADE SWASTA ANSYE WULANDARI ZAFARUDDIN HADIMAJA WAYAN UTHANA ANASTASIA SUMARTINI DJAN KHIM SUJANTO Bob Smith Job Lulla Bob Smith Job Smithy Bob Smith Leader Name Position AGENCY ANASTASIA SUMARTINI ALLIANZ STAR NETWORK AGENCY AGENCY SPRING John S John Poppy John S John Po John Scully Figure 1 74 BP user with hierarchy Channel Year to date Persistency net Cases null null null null null null null null null null null 57485 CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 85 7 2 4 Other Awards If the user selects any other awards then only list of winners will appear 2 DJAN KHIM SUJANTO Point Of Sale asn award 27 gt Service Comer Rank Leader Code Leader Name Position Channel Year to date Year to date Persistency a net ALP net Cases Business Comer 00848532 AGENCY BE rent 0 nu null 00835766 AGENCY BE nine null null 00604953 VITA M AMANDA BP Ai null null 31770000 0 14556700 8 00835500 AGENCY BP null null 00835553 SPRING BP null null aaa 6 35766 AGENCY BE Lu 8288 nul null ee 00835755 AGENCY BE en aui null Commission ERT 9 ALLIANZ STAR 13053700 Anal 485 alysis 00848532 NETWORK BE 0 11563165 0
34. hdrawal Topup Spouse Flexicare Family Generate Benefit Illustration X Cancel lt Back Save vV Generate Quote and Go to Next Step Figure 1 58 Benefit Illustration screen CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved Cancel Policyholder Details Auntie gt Select gt Figure 1 59 PolicyHolder details screen Illustration generated based on the product selected The screen would vary depending on the product selected from different Type of Products Life Traditional Life Unit Linked and Health CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved 70 ASNToolBox iPad Application User Manual 11 12 AM n illustrations N Corporate Feeds Rupali rm ve 32 Map Male Document tr 07 05 2014 Manager iM lod Annually Collaboration Q3 Product Center 07 05 2014 ve 20140228ASNT Point Of Sale 1 0 o Reset o Ganar Agent Signature Agreed By Client E Generate Illustration Business Comer Figure 1 60 Illustration generation screen 6 2 5 E submission This screen will provide the different form based on the product selected and provide following functionality to user 1 To capture application data and image of documentary evidences 2 To save application details 3 To submit the application 4 To check validity of the documentary evidences 5 To access saved and submitted applications CONFIDENTIAL Copyright 2014 Allia
35. ils 3 To submit the application 4 To check validity of the documentary evidences 5 To access saved and submitted applications CONFIDENTIAL 64 Copyright O 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual Calender N Corporate Feeds POS Wizard Quick Quote Generation Saved And Submitted Lead Selection Need Selection Need Analysis Produc Revamping Conventional Agent Closing form lllustration Proposal D Agent Closing wv Cosaboration Copy of policy Holder id Copy of insured ID Copy of Deposit Slip if client pay the premium in cash Point Of Sale 2 Document Upload tion Quote Gene Copy of Credit Card when client pay the premium with credit card debit Service Corner X Cancel Business Comer Figure 1 55 E Submission screen 6 2 Quick Flow Navigation path for the module Validate Login Home Page PoS Quick Quotation Generation 1 Lead Selection Add Details Product Selection KR U N Product Comparision Benefit Illustration ul 6 Illustation Generation CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved 65 7 E Submission 6 2 1 Lead Selection This functionality enables the agent to select identify he lead prospect for which the need analysis has to be done 7 Identify the Lead Prospect 8 Select the Lead Prospect 9 Search the Lead
36. ion Sales Corner Product Center Point Of Sale Carrier gt Contacts gt Dashboard Phone Book Calender x Anna Haro MD Corporate Fee Document Manager Point Of Sale Customer Figure1 22 Collaboration screen 100 CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 31 Figure1 23 Collaboration connect to social media screen 4 Sales Corner 1 Click on Sales Corner icon from vertical left menu 2 Four sub modules appears 1 Lead Management 2 Training Program Schedules 3 Hierarchy 4 Financial Planning Tool 4 1 Lead Management 1 Click on Lead Management icon from vertical left menu Agent can create New Prospect on clicking New Prospect icon He can create prospect either from iPad phone book contacts or can add manually CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 32 ASNToolBox iPad Application User Manual Antonio Leads View Prospects Reports New Prospect Dashboard From Existing Contact Calender Anna Haro N 1001 Leavenworth Street Sausalito CA USA 1001 Leavenworth Street Sausalito CA USA ov P201404030002 56578980 03 04 2014 Corporate Feeds Hank M Zakroff 1741 Kearny Street San Rafael CA 1741 Kearny Street San Rafael CA Document sebas P201404080003 gt 444gfbffff uw 08 04 2014 Collaboration Sales Corner 0 Management Training Program
37. ist It has following features Schedule list can be shared printed and saved with buttons at top right corner 1 Search schedules based on class name 1 Tap on search bar This will focus on search bar and display keyboard on screen to enter search term 2 Enter search term a class name CONFIDENTIAL 35 Copyright O 2014 Allianz Indonesia All Rights Reserved 3 4 Tap on search button on keyboard Available results will be displayed on screen 2 Sort schedules in ascending or descending order 1 Tap on a column header with up or down arrow to sort schedules in ascending or descending order 3 View schedule details 1 Tap on any row with schedule information will navigate to screen with selected schedule details Schedule details can be shared printed and saved with buttons at top right corner 4 View program details 1 Tap on any program name underlined text will navigate to screen with selected program details Program details can be shared printed and saved with buttons at top right corner 5 View class details 1 Tap on any class name underlined text will navigate to screen with class details It provides options to contact with PIC via email and message It provides option to view shortest route from device s current location to class and exam center Class details can be shared printed and saved with buttons at top right corner CONFIDENTIAL Copyright
38. l Producer by Net Cases gt Service Comer Rank Agent Code Agent Name Leader Name Position Channel Year to date Persistency E net Cases E SUSANAWATI 7 i Business Corner 00685450 MAHARGONO AGENCY BE null null KETUT raat SUADNYANA AGENCY BE null null 00848532 KETUT YUSUF AGENCY BP null null 00078789 MADE SWASTA AGENCY BE null null 1977 ANSYE ANASTASIA 00834337 WULANDARI SUMARTINI BF i 4 ZAFARUDDIN ALLIANZ STAR Contest pan HADIMAJA NETWORK HE null null null null ee 00003874 I WAYAN UTHANA AGENCY BE null null Commission Analysis 00612131 ANASTASIA AGENCY BE null null SUMARTINI A ce DJAN KHIM 5 CUIR 00835766 SUJANTO SPRING BP null Soa null Projection 00005795 TURUT nul B THEODORA E RE AGENCY BE null null eat 00835755 YULIA BUDIASIH VITA M AMANDA BP null null Reports Performance Analysis Figure 1 73 If winner is BP under 20 rank CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual 7 2 3 BP Winner user can see his hierarchy ASN BP user when taps on his name then agent reporting to him will appear along with their ranks following user s cell DJAN KHIM SUJANTO nd Point Of Sale Top 10 Personal Producer by Net Cases Service Comer E Business Corner Rank Contest AT Commission Analysis A dl Commission Projection E Commission R
39. l Rights Reserved List of Table 8Confidential TATA CONSULTANCY SERVICES 1 Introduction ASN Tool Box is a stepping This application has two parts 1 2 An ipad based application which can be used by the User Agents on the tour to check their itinerary browse through timetables coordinate exams input marks play backing tracks for Rock and Pop record candidate performances and upload them to ASN Tool Box Admin Console central server for quick processing of certificates A web based application which receives the marks and feedback of the candidates from the Examiners Android tablet and helps the Academic team to resolve referrals check results randomly quality checking listen to candidate recordings change marks if required and release them to ASN Tool Box Admin Console Online for further processing Moreover it also enables ASN Tool Box Admin Console s wide Examiner community to logon and check their exam result upload status search for candidates listen to recordings and view marks provided by them to the candidates ASN Tool Box Admin Console s Operations team can also logon to this application to view Examiner Itinerary and timetable download status and help examiner on the field with their tasks This user guide provides the details and working steps and procedures for the ASN Tool Box iPad application LE Features of the ASN Tool Box iPad Application The following are the main features of the ASN Tool B
40. n device and also view prospect report Service Corner Describes Agent can perform enquiries based on proposals policies and agents Can create service request for policies like change address change premium etc Product Literature Management Describes Agent can subscribe url for Product published from admin console Can view product details as cubbuzz or in slide mode Point Of Sale Describes Agent about Allianz policies premium and facilitate Allianz agent to generate illustrations perform need analysis selection of product for the lead and sumbit policies forms electronically Business Corner Describes Agent with business involved on Personal Unit and group level Clubs Contest Awards are defining perks and achievements Commission Analysis Commission Projection Commission Report are for individual commission gained and projected amp 2Confidential TATA CONSULTANCY SERVICES Performance Analysis combined together achieve the objective CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved Contents Te DEVICE COMPATIBILIIY cs ARR nn AR ane de ooo iaa etre tete 9 1 INTRODUCTION cccccccsscsscesscssceessssssceesssssecensossceceesscaseesscecaeesesssscacescosccecsecsaueesscecaescesceceeesuscescessecscuseesscesaeseuscasoees 9 diets FEATURES OF THE ASN TOOL BOX IPAD APPLICATION ci ciesvivivecceaeecececsancecevsususuunsuueseseccainduunsecececqucdedes seveseveveres
41. nal Life Unit Linked and Health CONFIDENTIAL 57 Copyright O 2014 Allianz Indonesia All Rights Reserved for POS Wizard Quick Quote Generation Saved And Submitted Document Upload Dashboard Lead Selection Need Select Life Traditional Calender N ucatic Drop Priority 1 Here owl Corporate Feeds Drop Priority 2 Here Drop Priority 3 Here Document Manager M A Collaboration Sales Corner P Product Center X Cancel Se V Select need and go next step Figure 1 48 Need Selection screen 6 1 3 Need Analysis This functionality enables the agent to perform need analysis The screen would vary depending on the product selected from different Type of Products Life Traditional Life Unit Linked and Health 1 Details of at least one need are mandatory to proceed with this flow CONFIDENTIAL 58 Copyright 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual 6 19 PM POS Wizard Quick Quote Generation Saved And Submitted Dashboard Lead Selection Need Selection Need Analysis Details for at least 1 Need is mandatory to proceed with this flow Calender NS Priority 1 Education Reset Corporate Feeds Document Manager M A Collaboration IDR gt Sates Corner RP 10 MILLION lt RP 25 MILLION gt Qi Di 234252345 Product Center VW ribut t RI 42342223 X Cancel lt Back Save Figure 1 49 Need Anaysis Screen 6 1 4 Product Selec
42. nz Indonesia All Rights Reserved POS Wizard Quick Quote Generation Saved And Submitted Document Upload O Lead Selection Add Details O Benefit Illustration Agent Closing form Upload Document lllustration Proposal Agent Closing Copy of policy Holder id K Gallery uy Copy of insured ID LLE Gallery Copy of Deposit Slip if client pay the premium in cash Hr Gallery Copy of Credit Card when client pay the premium with credit card debit K Gallery Marriage Certificate if client buy spouse rider Gallery X Cancel Sav Validate lusiness Corner Figure 1 61 E Submission screen 6 3 Saved and Submitted AMIT TODO CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual 2 nd Submitted Document Upload Dashboard Calender MD Corporate Feeds Document Manager Collaboration Sates Corner Product Center Point Of Sale Save healthAllisya 2014 09 03 44 36 0000 defect557check 2014 06 09 03 0000 illustration My Education pdf 2014 06 09 11 20 45 0000 2014 06 09 03 38 08 0000 healthallisya pdf xxcbvv 2014 06 09 12 28 44 0000 09 03 26 46 0000 03 28 20 0000 5030001552 03 49 23 0000 Figure 1 62 saved and Submitted screen View Details View Details View Details View Details View Details View Details View Details View Details Delete Delete Delete Delete Delete CONFID
43. om SRI NGABEKTI Figure1 44 view saved request 10 User can view submitted request from the Submitted Request tab CONFIDENTIAL 54 Copyright 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual 6 Point Of Sales POS Module Point of sales Module is designed to understand the insurance requirements of customer and recommend product s that matches their requirements The objective of this regulation is to ensure that the agent sells right product to the customer based on their actual need s to prevent mis selling of insurance products User can access this module using following flow 6 1 Normal Flow 6 2 quick Flow 6 3 Saved and submitted 6 4 Document Upload 6 1 Normal Flow Given below is the process that an ASN agent has to follow for the normal PoS Customer E gt LoB Need Selection Selection Identification Product 4 Need Need Selection Analysis Prioritization i Illustration peladas Figure1 45 POS Normal Flow LoB Selection here refers to Type of Product Selection CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 55 Navigation path for the module Login Home Page PoS Figure1 46 POS Normal Flow m Lead Selection Need Selection Need Analysis AR Win Product Selection ul Product Comparision 6 Benefit Illustration 7 Illustation Generation 8 E Submission
44. ount Benefit 123123 RP 25 MILLION lt RP50 MIL 15 IDR RP 25 MILLION lt RP50 MIL 55 2 Benefits MAA aan A NA Figure 1 51 Product Search Screen ument Upload My Education IDR Endowment SmartLink Flexi Account IDR View Dotails Add View Details Add View Details Add Y Done and go CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 6 1 5 Product Comparision User can comapre two products Minimum 2 products to be selected for comparison amer gt t lt Back Comparision Dashboard Comparision Parameters My Education IDR Endowment SmartLink Flexi Account IDR o Document Manager M Collaboration Pi Product Center Y Point Of Sale Figure 1 52 Product Comarision Screen 6 1 6 Benefit Illustration User is able to enter detailsrequired for illustration generation Here product detailscan be modified according to customer requirement The screen would vary depending on the product selected from different Type of Products Life Traditional Life Unit Linked and Health Agent can modify policyholder and can add family member spouce flexifamily member base on type of product and product selected CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 62 ASNToolBox iPad Application User Manual POS Wizard Quick Quote Generation Saved And Submitted Document Upload E N oni O Lead Selec
45. ox application which will be discussed in the sections below Home Common Functionalities Sales Corner Service Corner Point Of Sale Product Literature Management Lead Management Business Corner CONFIDENTIAL Copyright 2013 Allianz Indonesia All Rights Reserved 2 Getting Started Access to ASN Tool Box is limited to authorised users only To gain access a User ID and password is required 2 1 Device Compatibility The ASN Tool Box application supports following devices e ipad 2 and ipad 3 2 2 Logging On If you are logging on to the application 1 Tap on The ASN Tool Box login page opens gt 12 19 PM 100 Forgot Password Figure 1 1 Login Page CONFIDENTIAL 10 Copyright O 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual 2 Enter your User ID 3 Enter your Password 4 Click on Login button to log on to the application 2 3 First Time Password change When user login for the first time in ASNToolBox app it is required to change the default password Carrier F 4 11 06 AM Cancel Change Password Nev rd must have haracter and maximum of 16 character It mr a uppercase alphabet character low se e ara gits and non alphanumeric charac Show Password Save Password Figure 1 2 Change Password 1 Change the password 2 After successful password change user will be redirected to login page 3 After login Home page ap
46. pears CONFIDENTIAL 11 Copyright 2014 Allianz Indonesia All Rights Reserved 10 45 AM SHINTA 308 Quick Updates Production gt FA Y Commission Credit 2 06 Apr 2013 07 Apr 2014 ool Greeting List Customer Greeting List Family 4000000 0 License Renewed 2000000 0 Notifications ALP in IDR No of Cases 1000000 0 u o Pending Proposals Service request pending Gross ALP Gross Cases Premium due 4000000 0 New Leads Assigned 3000000 0 Appointments 0 2000000 0 ALP in IDR Sales Comer No Appointments 10000000 Product Center Outstanding proposal ALP 13 Months Persistency Personal i ma Agency Point Of Sale Figure 1 3 Home Page 2 4 General Functionalities On most of the screens Mail Download and print functionality is provided These functionalities take the screen shot of the page and send it through mail and printer In case of download that screenshot is saved into sand box of the application 1 Mail CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual Cancel Dashboard Summary Dashboard Summary Production gt 06 Apr 2013 07 Apr 2014 4000000 0 2000000 0 ALP in IDR No of Cases 1000000 0 Gross ALP Gross Cases 4000000 0 3000000 0 ALP in IDR Figure 1 4 Mail screen 2 Print CONFIDENTIAL 13 Copyright 2014 Allianz Indonesia All Rights Reserved Ca
47. porate Feeds Me A Policy Enquiry gt Policy Number gt Policy Enquiry Document Manager Proposal Enquiry M ww Collaboration Agent Enquiry Point Of Sale Service Comer Enquiry Service Request Figure1 35 policy enquiry 5 By default policy Enquiry is selected 6 On selecting enquiry type and enquiry based on summary view appears 7 User can select one from the list of enquiries in summary view CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved Corporate Feeds Collaboration Sales Corner Product Center Point Of Sale Sal Service Comer Service Request 000002076732 Customer Name Policy No Ticket No Application No Policy Status Agent Code Id Type Id Number Customer Name Policy No Ticket No Application No Policy Status Policy Enquiry gt SUGIYANTO SE 000002076732 TKT015626 00835926 1055081009671001 SUGIYANTO SE 000002076732 TKT015276 Figure1 36 enquiry summary view 2 SRI NGABEKTI Me y Policy Number gt 8 User can see the details of enquiry by clicking on View Detail CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 46 ASNToolBox iPad Application User Manual Corporate Feeds Collaboration Sales Corner Product Center Point Of Sale Sal Service Comer Service Request 000002076732 Customer Name Policy No Ticket No Application No Policy Status Agent Code
48. porate Feeds j New Request Saved Request Submitted Request Select Change Type Enter Request Details Application Type Select One gt Document Manager Request Type Select Request gt Collaboration A Location Select Location gt Document Source Sales Corner Select Document Source gt Special Case Y True False Product Center VW Application Date 2014 06 10 vo Point Of Sale Remark Service Comer X Cancel Service Request Figure1 39 new service request 3 User can select application type service request type location special case and document source and can fill remarks and application date CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved SRI NGABEKTI Corporate Feeds j New Request Saved Request Submitted Request Select Change Type Enter Request Details Application Type Financial Change gt Document Manager Request Type Change Payment Frequency gt Collaboration Location Jakarta gt Document Source Sales Corner Mailing Room gt Special Case Y True Product Center ai Application Date 2014 06 10 Point Of Sale Remarks Remark Service Comer X Cancel v Done enter request detail Service Request Figure1 40 new service request with required details 4 On filling all the required details Done Enter Request details button appears 5 On clicking Done Enter Request details button new form for selected application t
49. r n An Product Type ya Maxi Fund Plus IDR Period Month amp Year Commission Amount january2013 FirstPayment 3029490 january2013 SecondPayment 3029490 june2013 FirstPayment june2013 SecondPayment Figure 1 82 product type analysis in chart form JANTO CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 7 5 Commission Projection ASN agents should be able to see the projection of base commission earnings so as to understand the number of cases and the amount of premium to be brought in as business to earn an aspired level of commission Agent can select up to 5 products from the list of products on the left side having categories Traditional Unit Linked and Health Product selection is done by tapping on checkbox On selecting 6 product then the first product selected will be replaced with the recent product selection but the order of products selected will be arranged in the first in first service basis 0060 iOS Simulator iPad iOS 7 0 11A465 Carrier F 7 03 PM 2 SRI NGABEKTI Point Ot Sale x y x en Enter commission projection Analysis values View New Business commission projection Commission Projection Period 3 Years gt Service Comer gt Business Comer Traditional MyEducation IDR L Reset Number Of Case ER ETS ur 5 F gt Ae Commission Analysis nk Maxi Fund Plus Commission Report X Cancel v Done view Projection Pertormance
50. rner gt Required Documents Y D062dfsfa Product Center ai 7 Point Of Sale bol Bol Service Comer lt Back X Cancel Service Request Copy KTP SIM Passport Pemegang Polis Copy Hasil Medis Form Permohonan Perubahan Polis Financial Surat Kuasa Penerimaan Pembayaran Buku Polis Asli Duplikat Figure1 42 required documents 7 User can save the form and make the changes later and submit For saving policy number is mandatory SRI NGABEKTI Select a Picture Select a Picture Select a Picture Select a Picture Select a Picture v Done submit request CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 52 ASNToolBox iPad Application User Manual Saved Successfully oK Figure1 43 saving request 8 User can also submit the form without saving also on sucessful submission user will receive ticket number for that request 9 User can view and edit saved request from the Saved Request tab CONFIDENTIAL 53 Copyright O 2014 Allianz Indonesia All Rights Reserved Corporate Feeds New Request Policy Number Application Type Saved On Document Manager 8 Special Case oo M Location wU Collaboration Document Source Sales Corner Product Center aj 7 Point Of Sale Service Comer Service Request Saved Request Submitted Request 123456789098 Financial Change 06 10 2014 true Jakarta Mailing Ro
51. rrier F Quick Updates Production gt Comm n Credit 2 06 Apr 2013 07 Apr 2014 Printer Options Gr ng List Calender N Corporate Feeds Greeting List y 3 0 0 0 Printer Notifications Pending Pre ce req Document Manager Premium due vw Ne Collaboration igned Appointments 0 Today Sales Corner No Appointments Product Center Personal Agency Point Of Sale Figure 1 5 Print CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual 2 5 Logout To log out of the application click Logout from the appears 10 45 AM Quick Updates Production gt Dashboard Comr ed 2 06 Apr 2013 07 Apr 2014 Greeting List Calender Greeting List Family o Corporate Feeds Notifications Map Pending Prop Service reque Document Manager Premium due O O 1 uw Ne Collaboration Appointments 0 Today gt Sales Corner No Appointments 1000000 0 Outstanding Product Center Outstanding DM Personal BB unit Point Of Sale Figure1 6 Logout settings icon The Login page Change Password 13 Months Agency CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 15 3 Home Module Common Functionalities Home Module is designed for managing common functionalities and it consists of ten sub sections as follows 1 My Profile 2 Dashboard 3 Notifications 4 Quick Update
52. rved 79 ClubDetails Member List Potential Club All Clubs gt ASN Champion Club 2014 gsgsg ASN Premiere Club 2014 ASN Achiever Club 2014 Activity Club 2014 5 jun f Figure 1 69 Potential Club screen 2 Agent can filter the clubs based on club type 2 1 Select on club type button to view list of club types 2 2 Select a club type to view the list of club names for the selected club type 3 Agent can view additional business required for the aspired club 3 1 Select a club name to view list of applicability level for that club 3 2 Select an applicability level and view the additional business required for the selected parameter 3 3 By default additional business required is displayed in graphical form CONFIDENTIAL 80 Copyright 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual SRI NGABEKTI A td E bi Service Corner Point Of Sale Awards o A Commission Analysis ee Required Business AS Commission Report Pertormance Analysis Figure 1 70 Additional business required graphical form 7 6 To view additional business required in tabular form tap on list button CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved Point Of Sale Service Corner ES Business Comer 5B Target New Recruit Club Year to Date 500 Target Awards Required Business oy Contest Commission Analysis
53. s 5 Appointments 6 Corporate Feeds 7 Document Manager 8 Calendar 9 Map 10 Collaboration 3 1 My Profile This functionality enables the user to update his photo and view his personal details like 1 Agent Details Personal Details Residential Address KR U N Agent Office Address ul Addres for Communication 6 Contact Details 7 Bank Details 8 License Details 9 Spouse Details 10 Passport Details CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual 11 01 AM 2 TATANG TATANG d lt E Agent Details Personal Details lt Y o Residential Address lt E Agent Office Address lt Address For Communication B E 38 Contact Details O o S Bank Details Collaboration License Details RI Sales Corner Spouse Details SS Passport Details lt Product Center Point Of Sale Figure1 7 My Profile Screen 3 2 Notifications This functionality enables the agent to view Notifications Oe Click on any notification from the list of available notification subject summary of all the notification under that subject appears CONFIDENTIAL 17 Copyright 2014 Allianz Indonesia All Rights Reserved Carrier F gt lt Back 1 Calender Y Corporate Feeds E z gt o ES Document Manager e Q S Collaboration
54. s 03 ZAS Map a D Document Manager O Q ww Collaboration Sales Corner Product Center Point Of Sale Gal Quick Updates Commission Credit Greeting List Customer Greeting List Family License Renewed Notifications Pending Proposals Service request pending Premium due New Leads Assigned Appointments 0 No Appointments 11 53 AM New Business gt 06 Apr 2013 07 Apr 2014 Product Product1 Product4 ProductO Product3 Product2 Submitted 60 60 60 60 60 100 2 TATANG 0 Nx an En Completed Pending 50 50 50 50 50 Figure1 12 Dashboard summary Table view screen 3 5 Appointments 1 When agent login for the first time there will appointments on the Home page screen 2 Agent can create appointments on clicking No Appointments CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved not be any ASNToolBox iPad Application User Manual Message Currently there are no appointments Do you want to add appointment Figure1 13 Add Appointmsents screen 3 On clicking Yes Appointment creation page appears Carrier F 12 21 PM CD x Cancel Dashboard Meeting Meeting Task Call Reminder Calender 7 2014 12 21 PM Document iT 2014 1 21 PM Manager Collaboration Sales Corner ds Product Center Point Of Sale Figure1 14 Add Appointmnet screen TATANG 100 ma
55. ser Manual SmartLink Flexi Account IDR 3 Health AlliSya Care IDR SmartHealth Maxi Violet IDR SmartHealth Maxi Violet USD List of parameter values for Period is 1 Current year 2 Previous year 3 Current vs previous year 4 From date To date User has to select one option for each Product type and period type For ex Product type AlliSya Care IDR and period type Previous year User can view commission analysis data in graphical form and tabular form Commission analysis data in graphical form CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 93 Point Of Sale 2 Service Corner Business Comer Contest Commission Analysis Commission Projection TX A Commission Reports Pertormance 1 30 PM 2 DJAN KHIM SUJANTO Commission Type Product Type BA Od Product Type AlliSya Maxi Fund Plus IDR Period Previous Year gt Agent Name Agent Code ion Analysis R Product Type AlliSya Maxi Fund Plus IDR Period Report Ge 150000000 100000000 Figure 1 81 product type analysis in chart form Tap on list button to view the commission analysis data in tabular form CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual Point Of Sale Business Comer 131 PM 2 DJAN KHIM Product Type Product Type AlliSya Maxi Fund Plus Period Previous Year gt Agent Ne Agent Code Comr
56. ss commission projection Point Of Sale Commission Projection Period 3 Years gt Service Comer Traditional Business Comer MyProtection IDR Unit Linked _ Commission Analysis An ouu Commission Projection Commission Report X Cancel J Done view Projection Figure 1 85 On tapping cancel button If the agent wishes to remove all the products then click on Cancel button on bottom left corner OOO iOS Simulator iPad iOS 7 0 11A465 Message Do you want to cancel the changes made Figure 1 85 Prompt to warn loss of selection CONFIDENTIAL 99 Copyright 2014 Allianz Indonesia All Rights Reserved After selecting products and entering corresponding values business commission projection can be viewed by tapping on Done view Projection 0 0 0 iOS Simulator iPad iOS 7 0 114465 2 SRI NG Point Of Sale ES be z E R gt AR a Enter commission projection Analysis values View New Business commission projection Comm Year 1 Service Corner Product f Modal Total Comm Comm Comm Prem Comm Prem Commission All the calculations are s to premium payment Report Performance Analysis Figure 1 86 Screen with calculation CONFIDENTIAL 100 Copyright 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual User would be able to conclude his earning based on period and payment received The commission earned twice a month can be extrac
57. t 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual Point Of Sale Service Corner 2 ASN Activity Club 2014 Business Comer may 21 ASN Premier Club Activity Club 2014 Figure 1 66 List of club types screen 7 Click on the club and select a particular applicability level to view Club details for the selected parameter Point Of Sale lt Back Activity Club 2014 Club Name Activity Club 2014 Club Sub Name Personal Production Target Net 150000000 Target Cases 25 Target New Recruit Target Manpo Average Number of Rider Contest Rider Ratio 5 e Club Start Date 05 04 2014 Commission Analysis Club End Date 31 12 o Membership fee No Commission Projection Benefit Remarks Free RFP Certification Program cS Commission General Remarks ok Report Other Criteria Every month consistent submit 2 ca Pertormance Analysis Figure 1 65 Club details screen CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved 1 Tap on MemberList tab to view the Champion Club Point Of Sale 2 Service Corner Business Comer R Club y Awards Of Contest aS ha Commission Analysis OU Commission Projection m Commission Report Pertormance Analysis ClubDetails ASN Champion Club Rank Agent Code 1 00706496 00706420 00706495 00706499 00706497 001 001 007 001 0010104 00706493
58. ted by selecting month and payment number of user s choice User would be able to see his earnings up to one year only Report can be generated based on 4 categories 1 2 3 4 Point Of Sale Service Comer Current Year gt Current Year Business Corner Previous Year Current year Previous year Current Vs Previous year Date range 2 Commission Report 1st Payment 1st Payment Current Vs Previous Year Date Range Awards May ol June e Commission Analysis Commission Projection Commission Reports Performance Analysis Figure 1 87 Selecting period for report generation 1st Payment 1st Payment 1st Payment 1st Payment DJAN KHIN 2nd Payment 2nd Payme 2nd Payment 2nd Payment 2nd Payment 2nd Payment 100 aro Selecting date range as period gives a set of months falling between two dates selected This range could be up to one year CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved 101 Carrier F Point Of Sale Service Comer Date Range gt May 2013 Business Corner June 2013 July 2013 st 2013 Awards November 2013 Commission December 2013 Analysis January 2 Projection February 2014 March 2014 Performance Analysis Commission Report May 2013 ist Payment 1st Payment 1st Payment 1st Payment 1st Payment ist Payment ist Payment 1st Payment 1st Payment 1st Pa
59. the selection made on parameters Done View Report button leads user to the Personal Level Summary Screen CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved 109 Carrier F nu llianz Point Of Sale Selected Parameters for report Service Comer Business Corner Contest AF Commission Analysis Projection Commission Reports Performance Analysis Agent Name A Code Leader Name Product Period Report Type Agent Name Simon Ekta Abhishek Deepti Wahid 11 22 AM Performance Analysis DJAN KHIM SUJANTO 00835766 SPRING Violet Year to date Current Year Vs Previous Year SLP Current Year 3020410 1020052 3205200 2230550 2244300 DJAN KHIM SUJANTO e SLP Previous Year 1378794 2379456 279564 3556794 4579454 Figure 1 94 Hierarchy level 1 summary screen in tabular form By default the hierarchy level one summary appears in tabular form but can also be change in graphical form FA Hierarchy image indicates that the user is BP and can be drilled down to his hierarchy Records without image show a BE s personal and on tapping gt it will show details of commission earned A maximum of eleven subordinates can be accommodated in scrollable table This illustration can also be obtained in chart form screenshot attached below This graphical representation is scrollable to all sub ordinates CONFIDENTIAL
60. tion Document Upload Quote Generation RP 10 MILLION lt RP 25 MILLION Done and go to next step Product Selection enables the agent to view details for Products s that matches their need analysis User can select product and riders User can select one product and more than one rider from same product The screen would vary depending on the product selected from different Type of Products Life Traditional Life Unit Linked and Health User should be able to perform the following at a product rider level View Product Info Share Product Info Download Product Info Print Product Info Search Products N DO OU B WN Compare Products CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 59 POS Wizard Quick Quote Generation Saved And Submitted Document Upload print O Lead S tion Need Selection O Need Analys sh Compare Priority 1 Education 123123 RP 25 MILLION lt RP50 MIL 15 IDR RP 25 MILLION lt RP50 MIL X Cancel lt Back v Done and go to next step Figure 1 50 Product selection Screen CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual Quick Quote Generation Dashboard O Need Ser Calender Priority 1 Education Document Manager poration F1 Sates Corner P Product Center Point Of Sale Saved And Submitted mi re de Compare Y SmartLink Flexi Acc
61. tion Need Selection Need Analysis Product Selection Quote Generation E Subr Corporate Feeds Illustration Insured s Particulars A Policyholder s Particulars Document Manager Product Details gt Mi mes hp MYFREOIDR null 7 ba IDR Sales Corner Annually p 28 gt Product Center vu 11 241 007 5 000 000 Maximum No limit ELR 500 000 M 500 000 Maxim No limit 111 866 Rider Details gt Service Comer Generate Benefit Illustration X Cancel vV Generate Quote and Go to Next Step Business Comer Figure 1 53 Benefit Illustration screen 6 1 7 Illustration Generation Illustration generated based on the product selected The screen would vary depending on the product selected from different Type of Products Life Traditional Life Unit Linked and Health CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved Illustrations Rupali 32 Male Roots tr 07 05 2014 Managor iM lod Annually Collaboration g3 Product Center 07 05 2014 Build ID 20140228ASNT Point Of Sale Versior 1 0 Reset Service Comer Agent Signature Agreed By Client E Generate Illustration Business Comer Figure 1 54 Illustration generation screen 6 1 8 E Submission This screen will provide the different form based on the product selected and provide following functionality to user 1 To capture application data and image of documentary evidences 2 To save application deta
62. ts under selected agent 2 View overriding direct unit CONFIDENTIAL 38 Copyright O 2014 Allianz Indonesia All Rights Reserved ASNToolBox iPad Application User Manual Tap on Overriding Direct Unit button will display all direct level agents for logged in user Carrier F gt 100 Wikia 2 Antonio Job Collaboration Overriding Generation Overriding Direct Unit Eq a Sales Corner Management Show Generation 1 Generation 2 Generation 3 Generation 4 Generation 5 2 Training Program Schedules sia Financial Planning Tools Product Center Point Of Sale Service Comer a Business Corner Figure1 29 Hierarchy Overriding Generation screen CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved Carrier F Collaboration Sales Corner Overriding Generation Lead Management po v Training Program Schedules Si Hierarchy Financial Planning Tools Product Center Me Point Of Sale Service Corner a Business Corner Overriding Direct Unit 2 Antonio HM Figure1 30 Hierarchy Overriding Direct Unit screen CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 40 ASNToolBox iPad Application User Manual 2 Antonio 308 Collaboration Overriding Generation Overriding Direct Unit E y Sales Corner Show Generation 1 Management con s A Training Program Schedules Si Hierarchy D J Finan
63. yment Figure 1 88 Selecting date range SUJANTO Submit Cancel 2nd Payme 2nd Payr 2nd Payment 2nd Payment If tried violating range a warning appears to inform unavailability of schedule CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 102 ASNToolBox iPad Application User Manual Month range can not be more than one year OK Figure 1 89 Warning prompt for input beyond one year 7 6 3 Report summary When a period is selected by tapping payment number button report summary appears The Summary contains two sections 1 Selected details Comprising of basic details and parameters for which report has been generated 2 Report Summary This section comprises of earnings generated as on FYC SYC RNC Overriding Commissions Adjustments tax This report can be generated in IDR only CONFIDENTIAL 103 Copyright 2014 Allianz Indonesia All Rights Reserved 2 DJAN KHIM SUJANTO lt Back A r y Point Of Sale DJAN KHIM SUJANTO 00835766 E re at Dec 19 2004 Business Corner Su o SPRING Service Comer 2nd Payment Feb 2014 nt number 260130500493 O Jun 23 2014 5 44 35 PM ol Contest New commission and bonus earnings First year comm n 114390000 Second year commission commission AT Commission Analysis verriding direct unit commission 2351452 5 Atl Generation overriding cor Commission Projection Adjustments Adjustment
64. ype appears CONFIDENTIAL Copyright 2014 Allianz Indonesia All Rights Reserved 50 ASNToolBox iPad Application User Manual 2 SRI NGABEKTI Corporate Feeds f New Request Saved Request Submitted Request Select Change Type Enter Request Details Financial Change POLICY AMENDMENT REQUEST FORM FINANCIAL Policy Amendment Request Wi Document Form Financial Policy Numbe Manager must be o f1 oo Address Details M This form is especially used for the Unit Link Product Collaboration Type Of Change Statement Of Policy Holder Sales Corner OFC No the undersigned please fill in with capital letters Required Documents Product Center aj 7 Point Of Sale Service Comer lt Back X Cancel Save v Done submit request Service Request Figure1 41 enter new service request details 6 For each form some additional documents are required which can be attached by clicking on Required Documnets tab User can select document photos from the photo gallery or can take photo with the help of camera CONFIDENTIAL Copyright O 2014 Allianz Indonesia All Rights Reserved Corporate Feeds New Request Saved Request Submitted Request Select Change Type Enter Request Details Financial Change Documents prefixed by are mandatory Policy Amendment Request D004 Form Financial Address Details Collaboration Type Of Change Statement Of Policy Holder Sales Co

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