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Information Pack

PRUVenturion:

Induction Program
As at 22 Sept 2022
PRUVenturion Info Pack

Content

1) Welcome & Congratulations


2) Overview of the PRUVenture Learning
Journey
3) PRUVenturion
• Preparation for the Physical session
• Health
• Attire (Dress Code)
• Items to Bring
• First Assignment (Pre-Assignment)
• Andriod /IOS Apps to download

• Preparation for the Virtual Session


• Location & Connectivity
4) Fast Start V – Structure
5) Contact Persons
6) Appendix
• How To Register for PRUVenturion in PRUExpert
• Compulsory Regulatory E-Learning Modules
• Product Certification E-Learning Modules &
Others
• How to use PRULeads
PRUVenturion Info Pack

Congratulations !
On your successful application to be part
of the PRUVenture Program, we
welcome you to the Development
Training specially designed to assist you
on your journey to become a MDRT
Builder in the Insurance Industry.

Please go through this Information Pack


to help guide you in preparing your start
in the Learning & Development
Journey with Prudential.
PRUVenturion Info Pack

Journey To Success
• On-Boarding Program consisting of 3D/2N
• Registration via PRUExpert after the Program assignment.
PRUVenturion • Pre-Assignment: Complete the e-learning module Sales
Advisory Process (SAP) Series
(START RIGHT)

• Daily business meetings that encompasses learning and


Fast Start V business activity reviews.

(BUILD RIGHT)

• Continuous support with content and structure to cater to


MasterClass intermediate level development.

(GROW RIGHT)

• Foundation building to towards career promotion and


AspireLeader becoming an MDRT Builder.

(LEAD RIGHT)
PRUVenturion Info Pack
PRUVenturion (3D/2N)

Bayu Beach Resort


4½ Miles, Jalan Pantai, Mukim Si Rusa, 71050
Port Dickson, Negeri Sembilan Darul Khusus,
Malaysia.

6 – 8 October 2022 (Thurs – Sat)


(3D/2N Accommodation will be arranged)

Day 1: 8:30am – 10pm


Day 2: 9am – 10:30pm
Day 3: 9am – 5pm

Pre & Post Stays are


on own arrangement.
Please contact Bayu
Beach Resort at Tel:
(6) 06-6473 703 to
make your booking.
PRUVenturion Info Pack
Preparation for Physical Session

Health
• Please practice social responsibility &
do your RTK self- test 24 hours before
training day.
• Scan the QR Code & upload your result.
• Wear face mask whilst in-doors (except
when eating, presenting or doing out-
door activities)
Attire
Indoor Attire:
➢Day – Business Smart : Blazer / Coat (compulsory), Shirt, Collar T-
Shirt. Pants, min knee-length skirts
➢Night – Smart Casual : Khaki/Jeans, Sports shoes

Outdoor Attire: Sports attire for the beach (1 set)


➢ E.g. Sports T-shirt, track pants/tights (up to ankles to prevent
sandflies), hat/cap, slippers/beach shoes
➢ Additional: Sunblock lotion, insect repellent, water bottle

Please note during indoor sessions:


• No Slipper, Crocs
• No Torn Jeans
• No Shorts/Short Skirts
• No Sleeveless tops
COMPULSORY to bring along:
• IPad
• Completed Vision/Dream Board (refer to the next page for more
info)
• Project 100 name list
PRUVenturion Info Pack
Vision Board

Vision board is a visual representation of a person’s goal in life. It


helps them to increase understanding of what they want and how
they want to get there.

Vision Board: The Materials

PRUVenture Agents are expected to bring your existing Vision Board.


If unavailable, bring materials needed to create your vision board at
PRUVenturion (in your own time).
PRUVenturion Info Pack
(after you receive program assignment notification in your PRUpartner/PruBSN email)

Register for PRUVenturion


From PRUExpert homepage, scroll down until the “My Training” section.
Click on

Scroll & click on “PRUVenturion: PRUVenture Induction Program 2.0”

Click on [Register] PRUVenturion 2.0, then click on the

PRUVenturion 2.0_[Month]_[Session #]
PRUVenturion Info Pack

First Assignment (Pre-Assignment)


Complete
Sales Advisory Process (SAP) Series
PRUVenturion Info Pack
Apps to Install (con’t)
Download via QR Code

Android iOS

Please note that you may need to select trust PRUForce in


your device settings to proceed with the installation.

*Login is with Raise / Mobility ID & password.

*Please note that your accessibility into PRUForce will


depend on when your Agent ID has been created.
PRUVenturion Info Pack

Preparation for Virtual Sessions


(for subsequent Learning Days)
Compulsory
Ensure you have a Stable Internet
Connection to ensure you can have a
smooth session.
Ensure all your devices are Fully
Charged as it will be used during
PRUVenturion.

Find yourself a conducive learning zone


in your house or agency office.
The learning zone should be quiet and
with minimal distractions.

Apps to Install from App Store (iPhone User) or Play


Store (Android User)
Please install ZOOM Cloud Meetings on
your devices (Preferably Ipad) as it is the
main communication platform used for
E-PRUVenturion.
PRUVenturion Info Pack

PVM Learning & Development (Fast Start V)

Day Agenda/Time Partner

Agency Meeting/100-
Monday Days Training Agency Leader
8:30am – 10:30am
Learning
Tuesday L&D
8:30am – 10:30am

Learning
Wednesday L&D
8:30am – 10:30am

Sales Builders
Thursday Meeting (SBM) AG
8:30am – 10:30am

Meet The Parent


Friday Agency Leader
8:30am – 10:30am

• L&D: Learning & Development Team


• AG: Agency Growth Team
• The Company reserves the right to
• arrange for Pit-Stop sessions if and when it deemed
necessary for business related matters
• adjust the schedule in the event of Public Holidays &
Company Events
PRUVenturion Info Pack

For further enquiries and information


related to the Learning & Development
Program, kindly contact:
(09:00 – 17:00 only)

Stephen Wong +6012-681 0321

Mohamad Ridzhuan +6017-205 7230

Perrine Too Yu-Lee +6019-359 8126

For other matters related to PRUVenture, kindly


contact your respective Agency Growth
representative at your Regional Branch.
APPENDIX
PRUVenturion Info Pack

PRUExpert Learning Portal Instruction

Step 1: Login PRUexpert

Step 2: Scroll down to “TO DO” list to view invited course


to complete (1)

Step 3: Click on the course thumbnail to start (2)

1. TO DO list

2. Click on the thumbnail


PRUVenturion Info Pack

PRUExpert Learning Portal Instruction

Step 4: Scroll down the Learning Path & click on the


module name to open & start the e-Learning module (1)

Step 5: Completion percentage will be displayed here. You


are required to complete all the content in order to get
100% completion (2)

Choose & complete


the Sales Compliance
module according to
your license(s)

2. Module completion rate

1. Module name
PRUVenturion Info Pack

Compulsory e-Learning

Inside your PRUVenturion Course, please complete these


mandatory e-Learning modules in PRUExpert Learning
Portal by the end of PRUVenturion.
LIAM License MTA License

New Agents Sales Compliance*


Sales Advisory Process (SAP) Modules
Medical Business Management e-Learning
Basic Course in Investment-Linked Life Insurance/Takaful 2.0
PRUexplorer (embedded inside New
Conventional & Takaful Agents Sales
Compliance (Compulsory for those
holding BOTH LIAM & MTA License)
Fundamental of Shariah e-
Learning
Fundamental of Takaful e-
Learning
Family Takaful Basic
You are required to do the e-learning in PRUexpert Learning
Portal.

* Please choose the correct New Agents Sales Compliance module


ACCORDING to the LISENCE(S) you hold.
PRUVenturion Info Pack

Product Certification (via PRUExpert)


Conventional Product Certification
1. PRUCancer X & PRUMillion Med (Enhanced)
2. PRUMy Critical Care e-learning
3. PRUValue Med e-learning
4. PRUWith You (Enhancement) * Medical Business
5. PRUExplorer e-learning (LIAM Only) Management e-Learning
need to be completed in
6. PRUTerm Premier order to see medical
7. PRUCash Enrich rider @PRUway Plus/
8. PRUAll Care E-Learning pruBSN mobility

Takaful Product Certification


1. PRUBSN Anugerah plus
2. PRUBSN Asaslink
3. PRUBSN Anggun

Other E-Learnings
Business Continuity
1. Sustainability Our Opportunity (SOO) E-Learning

Systems/Technology
1. PRUway plus e-Learning
2. PRULeads@PRUForce Learning Path
3. PRUserve plus e-Learning

Social Media
1. E-Social Media : Doorway to Digital Branding
PRUVenturion Info Pack
How to use PRULeads

Enter PRULeads via Raise/Mobility ID

PRUForce App
*Please note that your accessibility into
PRUForce will depend on when your
Agent ID has been created.

01 | Open PRUForce app, log in by using


Raise/Mobility ID and password -

02 | Go to top left corner and 03 | Click PulseLeads in the


click the Menu Bar Menu option
PRUVenturion Info Pack
PRULeads – Main Page (Landing Page)

• New – New Lead (i.e., Corporate, Pulse, FB, Google,


etc)
• Existing – Existing Customers who responded to
EDM/SMS, etc
• Opportunities – Campaigns eligible for Existing
Customers

Quick View – Points & To-Do list


• Points Results – Points achieved vs target
• Aging Leads – No. of open & aging leads
• To Contact – No. of open leads pending contact
• Days streak – No. of consecutive days with points
target achieved

Prospect & Leads – Manage all sales & lead/prospect activities


update i.e., end-to-end process update
Insights – Review leads performance (Leader/Agents) i.e., open /
aging leads, Prospect Categories, etc
Calendar – Manage appointments / engagement for all leads &
prospects
PRUVenturion Info Pack
PRULeads – End-to-end Status Update

Update
1.Policy Number
2.Product Description
3.Annual premium
PRUVenturion Info Pack
PRULeads – Activity Point System
CALL
NEW NAME APPROACH ENGAGEMENT
+1TAR +1TAR +1TAR

APPOINTMENT MADE A
OUTCOME PROPOSAL SUBMIT CASE
+2TAR +2TAR +4TAR
PRUVenturion Info Pack
PRULeads - Activity Point System
Check Your Ranking Within Agency

Activity History Record


(Daily / Month to date)

Point System Rules

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