AXA Click DIS Release Pack Release version: 201107-03

Summary of the changes Added new Conservation Tools report : Document Mails Delivery Report. Revised Premium Due & Lapsed / Overdue report to allow viewing of report per unit portfolio.

July 4, 2011

Screen shots of expected changes Home Page

The new Report is located Under Conservation tools Menu, and is placed third on the report list.

AXA Click DIS Release Pack Release version: 201107-03

Document Mails Delivery Report

July 4, 2011

Clicking this icon will allow you to directly Print a copy of the report.

Clicking this icon will allow you to export and save a copy of the report To a local drive / disk.

Report Field Legend:

1. 2. 3. 4. 5. 6. 7. 8. Policy No Policy Owner Document Date Processed (Date the document was processed by H.O) Delivery Status Recipient (Recipient of the mail) RTS Reason (Reason why the mail was tagged RTS, If applicable) Date Delivered (Date the mail was delivered)

This option will allow you to choose the file type this report will be exported on. By default, The file type is .PDF.

AXA Click DIS Release Pack Release version: 201107-03

Premium Due & Lapsed / Overdue Report

July 4, 2011

Manager of the Agent

Unit Code of the Agent

Personal Code of the Agent

Position Agent Name

Agents Current Status

Viewing of Premium Due and Lapsed / Overdue reports per Unit portfolio will allow Sales Managers to see all the premium dues and lapsed policies of their active FAs/FEs and those coded under Customer Care (orphan) but were solicited by their previous FAs/Fes. This feature is only applicable to Agency Managers (MAs and MMs) and BA Managers (ASMs and RSMs).

AXA Click DIS Release Pack Release version: 201107-03

July 4, 2011

You may contact below numbers for IT support on AxaClick DIS

8850101 local 9111 - IT Helpdesk (noel.alemana@axa.com.ph) 8850101 local 7777 - IT Production Support (itproductionsupport@axa.com.ph) +639995825556 - IT Support