TRIUMPH MANUAL 2023

MANUALS TRIUMPHS USE ONLY.

TABLE OF CONTENTS CHAPTER 1: JOINPRU STARTUPS How to create PLUK ACCOUNT How to Sign up in JOINPRU How to Reserve a slot in Insurance Commission Examination CHAPTER 2: CODING JOURNEY How to Log in to PRU EXPERT How to accomplish ROP 1

1 JOINPRU STARTUPS! 1 PLUK ACCOUNT CREATE PLUK ACCOUNT JOIN PRU 2 JOIN PRU ACCOUNTSign up to create Join PRU ACCOUNT Website: https://joinpru.com.ph/coding-roadmap/ 3 IC SLOTReserve your slot via your JOINPRU ACCOUNT. Note: OR NUMBER is needed. 4 IC REVIEW Review for Scheduled Insurance Commission Exam 5 IC RESULTWait for 3-4weeks for the INSURANCE COMMISSION EXAM RESULT.

CHAPTER 1: JOINPRU STARTUPS 2 How to create PLUK ACCOUNT? PLUK from the word Pru Life UK, an email that will be used from any Pru Transactions. This will be generated thru the use of GMAIL. STEPS IN CREATING PLUK ACCOUNT STEP 1: Type the GMAIL website: https://mail.google.com/mail/ or in your phone open your GMAIL. STEP 2: Click create an account. STEP 3: Fill your personal information and make sure that your username starts with \"pluk\" Example: [email protected] STEP 4: Click next and verify your phone number if needed. STEP 5: You may now sign in with your created PLUK ACCOUNT.

CHAPTER 1: JOINPRU STARTUPS 3 How to sign up in JOIN PRU? JOINPRU is a website account which will be used in your recruitment journey. STEPS TO SIGN UP IN JOINPRU STEP 1: Type the JOIN PRU website in your browser or google chrome: https://joinpru.com.ph/coding-roadmap/ STEP 2: Click the E-Licensing Journey and Click SIGN UP STEP 3: Fill all the necessary fields by choosing the guide below: APPLICATION DETAILS BASIC INFORMATION Category: NEW RECRUIT Fill your information needed. Application type: NEW LICENSE ACCOUNT DETAILS RECRUITER'S INFORMATION Email Address: PLUK ACCOUNT Ask for your recruiter's help or message Do you have an existing MS. GLOMARRIS ARCINUE for assistance PRUExpert Account?-NO

CHAPTER 1: JOINPRU STARTUPS 4 STEP 4 Choose where to send the verification code wheter to your mobile number or email. Then Click the reCAPTCHA. STEP 5 Click SUBMIT. STEP 6 Input the verification code that you recieved the click OKAY. STEP 7 You may now LOG IN to your JOIN PRU ACCOUNT. You have successfully created PLUK ACCOUNT JOIN PRU ACCOUNT

CHAPTER 1: JOINPRU STARTUPS 5 How to reserve a slot on IC EXAM? In slot reservation you must have your Official Receipt (OR) with you. Please be reminded of the following in reservation of slot: Type your OR CORRECTLY. -Variable License OR -Traditional OR Type the DATE that was indicated on your OR's. Once you reserved a slot, automatically you cannot use your OR whether you did not took the exam. NO EXCUSES it will be FORFEITED!

CHAPTER 1: JOINPRU STARTUPS 6 STEPS TO RESERVE A SLOT. STEP 1: LOG IN to your JOINPRU ACCOUNT. STEP 2: On your recruitment road map. Click the INSURANCE COMMISSION which was located at the 3rd pitstop. STEP 3: On your recruitment road map. Click the INSURANCE COMMISSION which was located at the 3rd pitstop. STEP 4: Complete the Exam details. Guide: How you take and passed the.. -NO City: Look for LEGAZPI CITY Available Schedule: Look for your preferred schedule. STEP 5: Fill the Payment Details. Note: OR Number is located on the upper right of the Official Receipt . OR Date is located below the OR Number. Exam Type is located below PARTICULARS beside the Exam type Amount . STEP 6: Click Register and check your Email for the initial IC confirmation of Slot and wait for the Final confirmation (4-5days)

CODING 7 JOURNEY 01 STEP 1. PRU EXPERT Access your Pru Expert for the mandatory trainings needed to be accomplished. 02 STEP 2. FINISH THE ROP MODULES Checklist of modules were indicated in the following pages. 03 STEP 3. WEBINAR TRAINING Register a schedule for ROP 1 Webinar Training via ZOOM. 04 STEP 4. PASSED THE ROP 1 VALIDATION EXAM & ASSIGNMENT 05 Take the validation Exam and make sure to get 80% and above to be remarked as passed. STEP 5. SUBMISSION OF REQUIREMENTS For the last step you are now in requirements completion, Requirements needed were indicated on the next pages.

CHAPTER 2: CODING JOURNEY 5 How to access PRUExpert? STEP 1: LOG IN to your JOINPRU ACCOUNT. STEP 2: On the upper left side of your roadmap, Click GO TO PRUEXPERT STEP 3: That's it you will see the Rookie Onoarding Program Part One (ROP1) dashboard. You have 11 TO DO that needs to be completed.

CHAPTER 2: CODING JOURNEY 5 How to accomplish ROP 1? STEP 1: On your PRUExpert Account you will see the Rookie Onoarding Program Part One (ROP1) dashboard. You have 11 TO DO that needs to be completed. STEP 2: Start the Rookie Onboarding Program Part One Learning Path. Complete the first 5 Digital Training Courses or modules PRUlink Assurance Account Plus PRUlink Elite Protector Series PRUmillionaire Accelerated Life Care Benefit Waiver of Premium on Total and Permanent Disability

CHAPTER 2: CODING JOURNEY 5 How to accomplish ROP 1? STEP 3: Complete the ILT Session 1 & Session 2 (integrated zoom in PRUExpert). Rookie Onboarding Program Part One: Instructore-LED Training (ILT)- Session 1 Rookie Onboarding Program Part One: Instructore-LED Training (ILT)- Session 2 STEP 4: Complete the remaining Digital Training Courses. Compliance, Underwriting, SAF, LSFP, PRUone and Vulnerable Customers STEP 5: Complete the Validation Exam and Assignment Training Fee Payment Choose code now, paylater then type \"NA\" Compliance Exam Underwriting Exam Upload Assignment Download the Assignment PDF template, then input your 30 prospects and upload. Trainer Evaluation Evaluate the trainor who conducted the ILT sessions.

CHAPTER 2: CODING JOURNEY 5 SUBMISSION of REQUIREMENTS LIST OF CODING REQUIREMENTS TIN PROOF (ID, Receipt, Any Form from BIR as long as TIN Number and Name is visible. SSS PROOF (ID, Receipt, Screenshot from Online Portl or any form as long as SSS Number and Name is visible. Government ID (If SSS and TIN is not ID) E-Signature Notary Fee for CA APP (300pesos) Copy of Marriage Certificate (If married) PLUK Account with password JOINPRU Account with password ***Requirements will be submitted to MS. GLOMARRIS B. ARCINUE or email it to [email protected]

CHAPTER 2: CODING JOURNEY 5 Wait for your Agent CODE after 7-10 working days. THANK YOU! Published by: GLOMARRIS B. ARCINUE Recruitment Officer Triumph Unit Tolentino Life Insurance Agency