RECRUITMENT

PROCESS

TWO SUMMIT LIFE INS. AGENCY INC.

ROOKIE ONBOARDING
PROGAM PART 1 (ROP1)
ROP1 (ROOKIE ONBOARDING PROGRAM PART 1)
NEW PROCESS

 Go to JoinPru:
https://www.joinpru.com.ph/coding-roadmap/signup

Note:
- New Recruit must choose NO on existing PruExpert Account
- Code: Rookie Onboarding Program 1

 Your Username (pluk gmail) and Password in JoinPru are the same in PruExpert LMS

Log in to: https://prulifeuk.litmos.com.au/

 Complete in order the Rookie Onboarding Program Learning Path

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ROP1 (ROOKIE ONBOARDING PROGRAM PART 1)
 ROP DASHBOARD showing 100% and recruit's email address

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LICENSURE EXAMINATION
LICENSURE EXAMINATION
IIAP (Insurance Institute for Asia and the
Insurance Commission (FTF) Pacific, Inc.)

 Traditional and Variable  Traditional ONLY

 Php1,010/License  Php1000 (as of Jan 9, 2023)
 Registration via JoinPru.com.ph  Registration through June Malabana

 Requirements: (1 pdf file)

- Admission Form (with signature of accredited trainer)
ACE (Agents Computerized Exam- - Valid Gov’t ID
Online) - Vaccination Card
- Copy of OR
- Excel file (format from IIAP)
 Traditional and Variable
 Php1,010/License  For retake – Php500
 Registration through Jenifer Ballesteros Requirement – Bring original copy of Result
Stub

RECRUITMENT
DEBRIEFING SESSION
DEBRIEFING REQUIREMENTS
Checklist for Debriefing & Coding

Please submit to your Noah and Ailyn the ff:

1. BYB Interview Sheet (with Wet/E-Sign of Recruit)

2. Clear Copy of valid Gov’t ID
3. Clear Copy of Proof of SSS
4. Clear Copy of Proof of TIN
5. Screenshot of WhatsApp Profile (with visible number of Recruit)
6. PLUK Gmail of Recruit
7. Corporate Photo/Formal Photo
8. Screenshot of Fund Transfer of PM Snack amount of PHP 150
9. Screenshot of Fund Transfer of Debriefing Fee amount of PHP 1,850

Details of PHP 1,850 are as follows:

150 – Lawyer’s Notarial Fee 300 – PTR for Makati City Hall 50 – Printing Fee and Doc Stamp
350 – Business Cards 1000 – Training Fee

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DEBRIEFING REQUIREMENTS
Checklist for Debriefing & Coding

Please put on the Email Body portion:

Full Name, Date of Debriefing, Recruiter, Team, WhatsApp Number, and
PLUK Gmail

Sample:
Name: Jose Bonifacio
Date of Debriefing: February 11, 2023
Recruiter: Joseph Patrick Valencia
Team: Pat
WhatsApp Number:
Cc:
PLUK Gmail:
UM, Recruit, Recruiter, BM Pat
Send to:
Noah – twosummitstaff1@gmail.com Deadline:
Ailyn – twosummitstaff12@gmail.com Every Friday, 11 AM
AGENT CODING
AND LICENSING
RECRUITMENT
RECRUITMENT
FULL NAME INCLUDING
MIDDLE NAME

RECRUITMENT
PLEASE NOTE :
this area will be
accomplished if
RECRUIT IS
CONNECTED WITH
BANK OR ANY
FINANCIAL
INSTITUTION

IF NOT , PLEASE PUT 1x1 1x1 PASTE 2 PCS 1X1 ONLY

“N/A” or leave blank

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DUI – Declaration of
Understanding &
Interest

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AML TAKE NOTE:

 If there are erasures, always

COUNTERSIGN
 Countersigns should be per item.
If there are two erasures, each
should have a countersign
 Question #9 must not be
answered by new agents

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PURPOSE
STATEMENT

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DON’T FORGET TO INPUT THE
SCORES AND TOTAL

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1x1 1x1 CA App
Application for Insurance Agent’s License

TAKE NOTE:

 All blanks that has a check mark

must be answered.
 Put a check mark whether you will
be coded for Variable, Life or Both.
 MAIDEN NAME is the COMPLETE
NAME of the female recruit when
she was still SINGLE.
 # 6 -if applicable
 PUT FULL NAME OF
HUSBAND
 First name
 Middle name
 Last name

 For MALE RECRUIT, PLEASE

INDICATE
 WIFE’S COMPLETE
NAME (FIRST, MIDDLE,
LAST)
 1x1 photo with red background
RECRUITMENT
 CA App
Application for Insurance Agent’s License
N/A

TAKE NOTE:
N/A

NONE / YES, PRU LIFE

UK
 Don’t leave any spaces blank
YES / NO
Please fill up if TIN & SSS
submitted are the following:
Payslip
 If item is not applicable, put
Company ID N/A
BIR Form 2316

COMPANY INDICATED  Date of work experience must

ON THE BIR FORM
SHOULD BE REFLECTED AS
YES / NO
be the same in the Agent
Application Form.
YES / NO
NAME OF EMPLOYER HERE

 DON’T FORGET THE RECRUIT’S

SIGNATURE

 If there are erasures, always

COUNTERSIGN

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CA App
Application for Insurance Agent’s License

TAKE NOTE:

 Signature and full name of

recruit.

 TIN & SSS numbers must be

written correctly.

 If there are erasures, always

COUNTERSIGN

RECRUITMENT
CA App
Application for Insurance Agent’s License

TAKE NOTE:

 Write complete name of

recruit.

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NEW LIFE STAGE FINANCIAL
PLANNING ASSESSMENT
FORM (LSFP) starting July 1,
2019:

 Items without check marks in

the LSFP are automatically
considered as “NO”.

 Only agency leaders (Unit

Managers and up), who
conducted the role play for the
LSFP will be allowed to sign at
the “Manager’s Name &
Signature” portion.

 Email endorsements will not be

accepted as substitute for the
agency leader’s signature.

RECRUITMENT
TURN AROUND TIME FOR CODING
ADDITIONAL LICENSING
REQUIREMENTS
OTHER LICENSING REQUIREMENTS

ACCEPTED GOVERNMENT ID’s

 Philippine Passport  PhilHealth Card
 Driver’s License  TIN Card
 PRC ID  NBI Clearance
 Voter’s ID
 Postal ID
 Police Clearance
 Unified Multi-purpose ID
 SSS ID

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OTHER LICENSING REQUIREMENTS

ACCEPTED TIN PROOF

 Employment ID with TIN
 BIR Certificate of Registration stamped by BIR
 BIR Form 1701/Income Tax Return duly stamped
by BIR
 Screen capture of online TIN registration
including LINK
 TIN card
 TIN verification slip stamped by BIR
 BIR 2316 signed by HR

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OTHER LICENSING REQUIREMENTS

ACCEPTED SSS PROOF

 E1/E4 FORM (with stamp from SSS)
 Payslip (indicating SSS number w/ company logo)
 RS5 Form / proof of contribution (with stamp
from sss)
 Company id w/ SSS number (front and back)
 SSS ID
 Membership profile (www.sss.gov.ph)
 Please include the link

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OTHER LICENSING REQUIREMENTS

CHANGE OF CIVIL STATUS

 Applicant should attach legal documents to

support the application (Marriage Certificate,
Certificate of Annulment)

RECRUITMENT
SPECIAL CASE
APPLICATIONS
SPECIAL CASE APPLICATIONS

A. GOVERNMENT EMPLOYEE

 Attach a Permission Letter/Government Certificate. The letter

should contain an approval that the recruit is “allowed to be a
Part-time Financial Advisor at Pru Life UK.”

 The original certificate must be signed by Department Head and

printed in Company's Letter Head.

 If Government employee is contractual, you can submit JO (Job

Order)

RECRUITMENT
SPECIAL CASE APPLICATIONS

B. REINSTATEMENT/RETURNING AGENT
1st STEP: Request for Validation

Subject : Request for Reinstatement Validation_Recruit Name

 june.malabana@prulifeuk.com.ph / Licensing Partner of the Branch
 Full Name of Agent
 Previous Agent Code
 TIN

 Reinstatement will be allowed only after (90) ninety days from delisting date.

RECRUITMENT
SPECIAL CASE APPLICATIONS

B. REINSTATEMENT/RETURNING AGENT
Reinstatement Requirements
 Basic Coding Requirements
 Transfer of Accountability Form
 PTR of current Year
 Surrender old Pru Life UK ID
(If ID is lost, submit an original copy of Affidavit of Loss)
 Surrender PR OR CLAWBACK FORM
(If PR is lost, submit an original Affidavit of Loss)

RECRUITMENT
SPECIAL CASE APPLICATIONS

C. FORMER INSURANCE AGENT

1st SCENARIO - AGENT WAS CODED WITH FORMER INSURANCE COMPANY

 CLEARANCE CAN BE REQUESTED COMPANY TO COMPANY

This will take 30 - 60 days to process
EMAIL: june.malabana@prulifeuk.com.ph
 NAME OF AGENT
 TIN #
 COMPLETE BIRTHDATE

RECRUITMENT
SPECIAL CASE APPLICATIONS

C. FORMER INSURANCE AGENT

2nd SCENARIO – AGENT ONLY TOOK EXAM, NOT SURE IF CODED WITH FORMER
INSURANCE COMPANY

EMAIL: june.malabana@prulifeuk.com.ph
 Complete Name of Recruit
 SSS #
 TIN #
 Licensing Department to check thru IC System if coded or not.

RECRUITMENT
SPECIAL CASE APPLICATIONS

D. EMPLOYEE OF ANY FINANCIAL INSTITUTION ( E.G. BANK)

 Send inquiry to your Licensing Partner if Recruit can be coded with

Pru Life U.K.
 Attach the Detailed Job Description from H.R. Department

RECRUITMENT
 TAGGING FOR
ADDITIONAL LICENSE
TAGGING FOR LIFE/VARIABLE LICENSE
 Application for Insurance Agent's License (CA APP) – should be wet ink sign, notarized,
with documentary stamp and 1x1 red background picture
 Valid Government ID
 SSS & TIN proof
 License Receipt (P1,515.00)
 1X1 - 1PC (Red Background) in JPG format
 Provide Exam Date and Venue

RECRUITMENT
BPI PROOF OF ACCOUNT
BPI PROOF OF ACCOUNT

SELF-SERVICE BANK ACCOUNT ENROLLMENT

 All active agents are now allowed to encode/update their bank
accounts for commission crediting through PRISM.

 Please be reminded that the crediting of commission is every

Wednesday.

 All commission-related transaction cut-off is every Thursday. Submit

the copy of the issued ATM card/deposit slip before the cut-off period.

RECRUITMENT
Acceptable proof of BPI ACCOUNT

 Machine Validated Deposit slip

 Passbook
 ATM Card (Account number at
the back should be visible)
 Online FULL Screenshot (Should
include Name and Account
Number)

Please note that the following

accounts will not be accepted:

 BPI Direct Savings Bank

 BPI Family Savings Bank
 Accounts from any subsidiary
of BPI
 Joint accounts

RECRUITMENT
AGENCY MOVEMENT
FORMS
 Agency Resignation
Movement Letter
Form

RECRUITMENT
Thank you!


RECRUITMENT