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EPP REVAMP

DISCLAIMER:
This presentation is applicable to Etiqa Insurance & Takaful. The contents of this presentation remain the intellectual property of Etiqa and no part of this
presentation is to be reproduced or transmitted in any form or by means, electronic or mechanical, including photocopying, recording or any information storage
and retrieval system without permission in writing from the document owner. The contents of this presentation are confidential and its circulation and use are
restricted.
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Login & Reset Password

DISCLAIMER:
This presentation is applicable to Etiqa Insurance & Takaful. The contents of this presentation remain the intellectual property of Etiqa and no part of this
presentation is to be reproduced or transmitted in any form or by means, electronic or mechanical, including photocopying, recording or any information storage
and retrieval system without permission in writing from the document owner. The contents of this presentation are confidential and its circulation and use are
restricted.
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Login Page –
Please key in below URL in your search engine :
https://www.etiqapartner.com.my/AgencyPortal/Login.aspx

Please key in agent code Please key in password

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Account Locked –
Below message will prompt when u key in enter 3 times wrong password, the user
will be lock.

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2 user trying to login the same account–

System not allow & error message prompt as below.
Need to wait until 1st user logout application. Then this user only can login.

Note : Please do not share your username & password as it is p&c

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Self Reset Password –

Step 1 : Please key in your agent code

Please key in agent code

Click Forgot Username/password

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Self Reset Password –

Step 2 : Key in your agent code & i/c number for verification

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Self Reset Password –

Step 3 : After key in the information please click submit button & please wait for
verification process.

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Self Reset Password –

Step 4 : Successfully reset and system will prompt message as below

Note : Please make sure your email address is the latest

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Self Reset Password –

Step 4 (ii) : If wrongly key in agent code or IC number system will prompt message
as below

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Change Password –
Step 1 : Scroll to drop down button at the right and click profile

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Change Password –
Step 2 : Go to change password

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Change Password –
Step 3 : Key in the new password & confirm password then submit button

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Change Password –
Step 3 : Notification prompt on the updated password status

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AFYC & Performance Summary

DISCLAIMER:
This presentation is applicable to Etiqa Insurance & Takaful. The contents of this presentation remain the intellectual property of Etiqa and no part of this
presentation is to be reproduced or transmitted in any form or by means, electronic or mechanical, including photocopying, recording or any information storage
and retrieval system without permission in writing from the document owner. The contents of this presentation are confidential and its circulation and use are
restricted.
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Main Landing page with Banner Announcement

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After login, please scroll down until find the AFYC month/year to date graph and
FYCC in middle of landing Page

Please click this to flip the

graph from monthto date to
year to date
The banding based on your
FYCC ranking by club

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Agency Performance Summary

Scroll until the end of landing page then u will find the summary of performance
report and you may filter by based on your user matrix :
a) ARM
b) ADE
c) GAD and
d) AD

Click view button for more

details

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Proposal Enquiry

DISCLAIMER:
This presentation is applicable to Etiqa Insurance & Takaful. The contents of this presentation remain the intellectual property of Etiqa and no part of this
presentation is to be reproduced or transmitted in any form or by means, electronic or mechanical, including photocopying, recording or any information storage
and retrieval system without permission in writing from the document owner. The contents of this presentation are confidential and its circulation and use are
restricted.
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After login please click

i) Landing Page/ Home Hyperlink
ii)Search by Proposal No./Status/Policy No./Client IC/Name

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After that click New Business  Proposal Enquiry

Click on proposal status bar for search option.

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Click ‘Search’ > Details of proposal will show at bottom > Click ‘View’ > New Tab
will appeared
Eg : EFT1000331592

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New Tab – Details of Proposal is shown at top and additional details at bottom with
click (+) to view
1) Client Information
2) Payment Details
3) Product Information
4) Pending Requirement and Letters

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1 - Under Client Information you able to view

a) Person Covered Details
b) Certificate Owner Name
c) Beneficiary

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Continue – b) Certificate Owner Name

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Continue – c) Beneficiary

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2 - Under Payment Details you able to view and details as below

a) Enrollment History
b) Billing Status
c) Auto Credit Information

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Continue – b) Billing Status

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Continue – c) Auto Credit Information

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Under Product Information able to view

a) Plan Details
b) Fund Details

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Under Pending Requirement and Letters

a) Underwriting Requirements
b) Letter
c) Submitted Service Request

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E - Letter

DISCLAIMER:
This presentation is applicable to Etiqa Insurance & Takaful. The contents of this presentation remain the intellectual property of Etiqa and no part of this
presentation is to be reproduced or transmitted in any form or by means, electronic or mechanical, including photocopying, recording or any information storage
and retrieval system without permission in writing from the document owner. The contents of this presentation are confidential and its circulation and use are
restricted.
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To view letter > Click = ‘New Letters’ or ‘E Letter’ (in left)

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New screen of letter and shown all the letter upfront

a) Choose and select type of letter

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Click on the proposal number (ex: EFT1000187145) > New tab will appear

New Tab/page

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Select Pending Requirement and choose letter

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History of letter shown and only latest letter able to Print > Select ‘View’

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Draft letter is shown > To save as PDF Click Top Right (save icon)

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Once save letter will be able to save/print

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Document Upload

DISCLAIMER:
This presentation is applicable to Etiqa Insurance & Takaful. The contents of this presentation remain the intellectual property of Etiqa and no part of this
presentation is to be reproduced or transmitted in any form or by means, electronic or mechanical, including photocopying, recording or any information storage
and retrieval system without permission in writing from the document owner. The contents of this presentation are confidential and its circulation and use are
restricted.
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1) To Upload Service Request Document > Click = ‘Document Upload’ menu (left side)

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Click at Document Upload Service

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Click Menu & Submenu for document to be upload

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System display list of document can be upload for each submenu

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System display list of document can be upload for each submenu

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Key in Proposal / Policy no or ID no and click Verify

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Mandatory for agent to read and accept the Declaration By Agent statement

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After validation, system show minimum policy information & click Choose File

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After select the file, click Open

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System display the uploaded file & click Add File

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Click Upload File (able to delete the file before upload)

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System display the history and able to view the uploaded document

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2) Enquiry on Service Request Uploaded / Submission

Click at Document Upload Enquiry

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Select preferred enquiry, eg: Policy number & Click Search

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System display minimum information, Click at SR no. for service request details

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Service request details screen, able to view the uploaded document

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For Proposal number, also can view the uploaded document at Proposal Enquiry
> Pending Requirement and Letters > Submitted Service Request

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3) Any incomplete/ rejection of service request, Ops team will update at service
request details screen & for Incomplete status only agent will receive the email
notification.

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To upload document for Incomplete service request status > Document Upload
Enquiry > search by proposal/policy or status etc

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Click at SR No. for details & important to select the correct SR no. before upload
any pending/incomplete document otherwise it will create as new case.

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At Service Request Details screen, view the remark entered by Ops team & click at
Upload Document hyperlink

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Follow the same steps of document upload ie choose file, add & upload file

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After upload, details can be seen at Service Request History & Document
Submission History

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EPP REVAMP
Phase 2

DISCLAIMER:
This presentation is applicable to Etiqa Insurance & Takaful. The contents of this presentation remain the intellectual property of Etiqa and no part of this
presentation is to be reproduced or transmitted in any form or by means, electronic or mechanical, including photocopying, recording or any information storage
and retrieval system without permission in writing from the document owner. The contents of this presentation are confidential and its circulation and use are
restricted.
 4 ciri terbaru ini adalah seperti beikut:

Modul e Surat Tawaran Bersyarat (e Letter Counter Offer Letter)

a. Setiap Surat Tawaran Bersyarat (COL) yang dikeluarkan oleh pihak EFTB akan disalurkan terus kepada Para Wakil yang
berkenaan melalui modul ini. Para Wakil boleh memuat turun Surat Tawaran Bersyarat ini untuk diberikan kepada
Pelanggan.
b. ‘Surat Peringatan Surat Tawaran Bersyarat’ juga akan diberikan kepada Para Wakil melalui modul yang sama.

Modul Carian Maklumat Sijil (Certificate Enquiry Module)

a. Modul ini membolehkan Para Wakil untuk membuat carian maklumat sijil-sijil Takaful pelanggan anda dengan cepat dan
mudah. Carian maklumat sijil boleh dibuat mengikut No. Sijil, Status Sijil, Nama Pelanggan atau No. Kad Pengenalan
Pelanggan.

Kalkulator Persistensi Rolling Block (Persistency Calculator Rolling Block)

a. Para Wakil boleh mengawas selia Kadar Ketegaran Tahun Pertama (Rolling Block) di dalam modul terbaru ini. Para Wakil
dapat menyemak secara terperinci senarai sijil-sijil yang perlu dikuatkuasakan semula (reinstate) untuk memperbaiki
Kadar Ketegaran Tahun Petama dari keadaan sedia ada ke tahap yang lebih baik.
b. Modul ini juga membolehkan Para Wakil memantau Kadar Ketegaran Tahun Kedua perniagaan mereka dan juga
memperbaiki Kadar Ketegaran tersebut dengan menguatkuasakan semula sijil-sijil berkaitan yang telah lapsed.

Produksi FYCC
a. Para Wakil boleh melihat Produksi FYCC mengikut kelayakkan Kelab (Achievers, Producers, President & Chairman) pada
skrin pertama dan pada skrin kedua Wakil boleh melihat Produksi FYCC mengikut kelayakkan MDRT, COT dan TOT.
b. Untuk kelayakkan Kelab, hanya 10% FYCC sahaja diambil kira untuk Ad Hoc Top Up dan Regular Top Up Rider.
Manakala, untuk pengiraan MDRT, Produksi FYCC untuk Ad Hoc Top Up dan Regular Top Up Rider diambil kira 100%.
c. Produksi FYCC yang dipaparkan di dalam EPP ini hanya sebagai garis panduan untuk mencapai kelayakkan Kelab atau
MDRT. Keputusan muktamad bergantung kepada laporan kelayakkan yang akan dikeluarkan oleh pihak FTA nanti.
Modul e Surat Tawaran Bersyarat (e Letter Counter Offer Letter)
To view letter > Click = ‘New Letters’ or ‘E Letter’ (in left) select type of letter :
Counter Offer/Counter Offer Reminder

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Modul Carian Maklumat Sijil (Certificate Enquiry Module)

i) Landing Page/ Home Hyperlink
ii)Search by Proposal No./Status/Policy No./Client IC/Name

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Kalkulator Persistensi Rolling Block

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Kalkulator Persistensi Rolling Block (Persistency Calculator Rolling Block
Selected Persistency Calcalutor Indicator automatic appear with details all policy.
FYCC PRODUCTION
Main Landing page with Banner Announcement
After login, please scroll down until find the AFYC month/year to date graph and
FYCC in middle of landing Page

Please click this to flip the Please click this to flip the
graph from monthto date to graph from monthto date to
year to date year to date

The banding based on

your FYCC ranking by
club
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EPP REVAMP
Phase 3

DISCLAIMER:
This presentation is applicable to Etiqa Insurance & Takaful. The contents of this presentation remain the intellectual property of Etiqa and no part of this
presentation is to be reproduced or transmitted in any form or by means, electronic or mechanical, including photocopying, recording or any information storage
and retrieval system without permission in writing from the document owner. The contents of this presentation are confidential and its circulation and use are
restricted.
New enhancement on Etiqa Family Takaful EPP landing page
Balanced Scorecard – KPI 1/KPI 3/KPI 4

Key Performance
Indicator Details

Whole Quarter
Balanced Scorecard – KPI 1/KPI 3/KPI 4
Kalkulator Persistensi Rolling Block + Current Year Persistency &
Collection Efficiency

New additional Current

Year Persistency &
Collection Efficiency
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Thank you

Talent Optimization
(TO)
67 2018