LIFE INSURANCE

2022 USER MANUAL ECAMIA (CDIO) CARD MRI INSURANCE AGENCY INC 2/1/2022

ECAMIA USER GUIDE (CDIO) HOW TO LOG IN ECAMIA SYSTEM? 1. Open your Web Browser (Google Chrome Only) 2. Type \"https://ecamia.cardmri.com:8081/Ecamia\" on the address bar of your Web Browser (Google Chrome) LOG IN PAGE LOG-IN PAGE 1. Log in to the system with valid credentials. Insurance Product : CAMIA DAILY INSURANCE ONLINE Username: [email protected] Password: PasS_123 2. Click “Sign In” Page |1

ECAMIA USER GUIDE (CDIO) DASHBOARD DASHBOARD View the summary of transaction (PENDING, FOR ENROLL, CANCELLATION AND ENROLLED), 1. GPA INCLUSION TRANSACTIONS – TRAINEE 2. SAGIP CARD Care DAKILA TRANSACTIONS - PROBATIONARY 3. PIONEER LIFE TRANSACTIONS – CONTRACTUAL AND PROMOTION Page |2

ECAMIA USER GUIDE (CDIO) SUB MENU ITEM AND DESCRIPTIONS SYSTEM FUNCTIONS UNDER “ENROLLMENT” MENU 1 2 1. Home – Viewing Dashboard 2. Enrollment – There are four type of Enrollment. 3 4 2.1 GPA Inclusion – for Trainee Enrollment 5 2.2 SAGIP CARD Care DAKILA – For Probationary 6 7 Enrollment 2.3 Pioneer Life – for Contractual and Promotion Enrollment 2.4 Staff Renewal – Uploaded data from 2018 spreadsheet records. 3. Billing and Payment – Updating of Records 4. Reports – Extract Consolidated Database 5. Parameters – This menu Tab is for Creating User Account and Access Matrix for Users. 6. Extras – This menu Tab is for viewing of Audit Trail and History Logs. 7. CorpWeb – Shortcut link to view our CaMIA Corporate Website Page |3

ECAMIA USER GUIDE (CDIO) ENCODING PROCEDURE FOR \"GPA INCLUSION\" (FOR TRAINEE) 2 1 3 1. Click \"Enrollment\" then select \"GPA ENROLLMENT \" 2. Click the \"ADD NEW\" button and filled out the required information then click \"SAVE\" 3. After Click \"Save\" Button, the form will prompt if the transaction was \"Successfully saved\" or not. 4. Once submitted, the List view Enrollment will show for checking purposes., You can use the \"Search\" field by using surname to verify transactions 4 Page |4

ECAMIA USER GUIDE (CDIO) ENCODING PROCEDURE FOR \"SAGIP, CARD CARE, DAKILA PIONEER LIFE ENROLLMENT\" (FOR PROBATIONARY) 2 1 3 1. Under HOME Tab Click “LIFE INSURANCE DASHBOARD” menu. 2. Then Click “FOR VERIFY” to show the list of for Enroll to SAGIP CARD CARE DAKILA from GPA Enrollment(TRAINEE). 3. Under ACTION button, there are four type of process. 3.1 ENROLL NOW – Proceed the Enrollment from GPA (Trainee) to SAGIP CARD CARE (Probee) 3.2 VIEW – Allow user to view the staff information. 3.3 COMMENT – Allow users to add remarks to enrollment. 3.4 HR TAGGING – Allow users to TAG or to transfer the enrollment. 3.5 CANCEL – Allow Users to abort the enrollment from GPA Page |5

ECAMIA USER GUIDE (CDIO) ENCODING PROCEDURE FOR DIRECT ENROLLMENT \"SAGIP, CARD CARE, DAKILA PIONEER LIFE ENROLLMENT\" 2 1 3 4 1. Under Enrollment Tab select SAGIP|CARD CARE Enrollment. 2. Then click NEW ENROLLMENT (For Direct Enrollment Only). And fill out the required information. 3. After Click \"Save\" Button, the form will prompt if the transaction was \"Successfully saved\" or not. 4. Once submitted, the List view Enrollment will show for checking purposes., You can use the \"Search\" field by using surname to verify transactions Page |6

ECAMIA USER GUIDE (CDIO) PROCESS FOR CANCELLATION, UPGRADING AND DOWNGRADE ENROLLMENT 1 4 3 1 2 5 3 2 1. COMMENT – Allow user to add remarks. 2. UPGRADE DOWNGRADE –Process for upgrade and downgrade the enrollment status of Staff. 3. CANCEL – Allow user cancel enrollment of staff. 4. VIEW – Allow user to view the information of Staff. 5. UPDATE – Allow user to edit information (ADMIN ONLY) Page |7

PROCESS FOR CANCELLATION, UPGRADING AND DOWNGRADE ENROLLMENT ECAMIA USER GUIDE (CDIO) 1 2 3 1)Type the First Name or 4 Last name into Search Bar and Click the Button Search. 2) Find out and click the action button and select “UPGRADE|DOWNGRADE”. 3) Complete the Form Required Information, The ID Number, Transaction Type, Class name and the Coverage. 4) Finally, Click save button to finish the Upgrading or Downgrading process. Page |8

ECAMIA USER GUIDE (CDIO) ENCODING PROCEDURE FOR \"PIONEER LIFE ENROLLMENT\" (Contractual and Promotion) 1 3 4 Page |9 1. Click \"Enrollment\" then select \"PIONEER LIFE ENROLLMENT \" 2. Click the \"ADD NEW\" button and filled out the required information then click \"SAVE\" 3. After Click \"Save\" Button, the form will prompt if the transaction was \"Successfully saved\" or not. 4. Once submitted, the List view Enrollment will show for checking purposes., You can use the \"Search\" field by using surname to verify transactions 2

ECAMIA USER GUIDE (CDIO) EXTRACTING DATABASE 2 2 1 1 FOR EXTRACTING DATABASE 1. Click Reports Tab select Consolidated menu 2. Enter DATE RANGE and select PRODUCT TYPE THEN CLICK GENERATE BUTTON (Note: Date range is based on TIMESTAMP not EFFECTIVE DATE) 3 P a g e | 10