VIP Anniversary PA GIO Campaign 2 - aia.net.my · VIP Anniversary PA GIO Campaign 2.0 Leads with...
Transcript of VIP Anniversary PA GIO Campaign 2 - aia.net.my · VIP Anniversary PA GIO Campaign 2.0 Leads with...
VIP Anniversary PA GIO
Campaign 2.0Campaign Period: 3rd January – 28th February 2018
2 January 2018 1
VIP Anniversary PA GIO Campaign 2.0
Leads with offer letters will be distributed via ALPP
All cases must be submitted via iPOS
Transfer cases to be handled via ALPP with ease
Anniversary PA worth
RM 1,000,000coverage
AIA confidential and proprietary information. Not for distribution.
VIP Anniversary PA GIO CampaignCampaign Period: 3rd January – 28th February 2018
“Checked” all the
leads Click “import”
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2
Select those customers that you want to import to Contact
Warm Leads
Different category
of leads – Hot or
Warm
Available to sort by
Campaign Name1
Select the customer2
Select customer that you are going to prepare SQS
This “button” will be
“activated”
Scroll down the “Contact” until you see the “E-
Application” and select “PA”
How to transfer the Leads? Only for Agency Leader
Transferring of leads are non-reversible once you
confirmed the transfer
Click “here” to go
into the transfers
lead page
A-Life Lady360 (SIO)
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Click on the
“transfer”
button to
proceed
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1
A-Life
Lady360
A-Life
Lady360
A-Life
Lady360
A-Life
Lady360
A-Life
Lady360
A-Life
Lady360
A-Life
Lady360
A-Life
Lady360
A-Life
Lady360
Click on the drop down
list and select the Life
Planner name you wish
to transfer your lead(s)
to
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A-Life
CLady360
(SIO)
Tick to select the
lead(s) you wish to
transfer
2A-Life
Lady360
How to track the Leads?Only for Agency Leader
“Transferred Lead Details”
page:
Life Planner (LP)’s
name who receive the
lead(s)
The date the lead(s) are
transferred
The lead(s) expired date
NB submission date if
the LP close the case
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A-Life
Link
(SIO)
2
A-Life
Cancer360
(SIO)
A-Life
Ladyr360
A-Life
Lady360
A-Life
Lady360
A-Life
Lady360
Click “Transferred
Lead Details” to
monitor your lead(s)
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