Bancassurance License

1. Every participant who passed exam will get License in 2 years validity
2. License card will be collected personally by PIC (NSD) and will be distributed to users.
3. Internal policy; NSD will hold the participants license for at least 6 months, and Surat Penugasan along with the photocopy of the license will be produced for salesperson to be used accordingly. Salesperson high turnover hopefully would not effect much in bancassurance license ownership.

Training and Examination Mechanisms

1. Training will be conducted as in-class training where limited to 12 participants per session of class (valid to Jakarta)2. Either training in Jakarta or other city will be provided by partners(Eka Life and AIG)re-confirmation needed to AIG!!!
2. Training should be started at least 2-3 weeks before Exam Registration open; Start training at 1st February 2006 as the Exam Registration starts at 01/02/06 to 15/03/06
3. Coordination with Location PIC (User PIC) about training dates and places
4. Check and monitoring the participant learning process
5. Exam date availabilities for each cities with AAJI
6. Online Registration through LMS AAJI for Exam
7. Exam will be take place between 14/02/06 to 17/06/06
8. Coordination with User PIC for each examination.

E-Learning Registration


1. Confirmation to Eka Life n AIG for fees agreement on 5th Dec 05
2.Registration open at 14th February 2006 to get the E-Learning CD. (Pls Proceed the registration data uploading at least 6 weeks before )-TARGET DATE 6/1/05
3. Make sure all fees are settled (coordination with partners)
4. To send payment proof to AAJI to proceed the CD
5. Coordinate with each PIC at kanwil for CD Distribution. (don't forget to select Location PIC to coordinate with)
6. Make sure each participants has registered their unique ID for each CD (another coordination with Location PIC)
7. Voila! Participants Ready to have their training...

Database

1.Database Salesperson for bancassurance licence requirement should be updated regularly (once a month) until the final date before licence registration
2.select 2-5 salesperson per area to balance the existencies of bancassurance license holder or select batches.
3.Registration coordination w/ partners (included fees settlement)
4.Internal memorandum giving details of all license cycles(how it works n everything)
5.Gather Complete participants details for registration purposes (and data backup)