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  • Agent Progress Report

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    aidahafiziana
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    This document appears to be an agent's monthly production and training report card. It tracks the agent's monthly and year-to-date production in new business and policies collected. It also tracks hours spent, persistency, balanced scorecard results, and whether mandatory compliance courses were completed.

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    This document appears to be an agent's monthly production and training report card. It tracks the agent's monthly and year-to-date production in new business and policies collected. It also tracks hours spent, persistency, balanced scorecard results, and whether mandatory compliance courses were completed.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    4 views1 page

    Agent Progress Report

    Uploaded by

    aidahafiziana
    This document appears to be an agent's monthly production and training report card. It tracks the agent's monthly and year-to-date production in new business and policies collected. It also tracks hours spent, persistency, balanced scorecard results, and whether mandatory compliance courses were completed.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    NAME : _________________________________________________

    AGENT ID : _________________________________________________

    YEAR : __________

    Balanced Takaful
    PRODUCTION PRODUCTION QFYLP/ CPD PERSISTENCY *MANDATORY FIT &
    MONTH NOC YTD Scorecard Product
    MTD (ANC) YTD (ANC) COLLECTED HOUR % COURSE PROPER
    (BSC) Refresher
    JANUARY
    FEBRUARY
    MAC
    APRIL
    MAY
    JUNE
    JULY
    AUGUST
    SEPTEMBER
    OCTOBER
    NOVEMBER
    DECEMBER

    * Yearly Mandatory Compliance Course e-Assessment


    ASSESSMENT 1: AML/CFT AND TFS
    ASSESSMENT 2: PERSONAL DATA PROTECTION ACT
    ASSESSMENT 3: ANTI-BRIBERY & CORRUPTION
    ASSESSMENT 4: WHISTLE BLOWING
    ASSESSMENT 5: 2023 FAIR DEALING
    ASSESSMENT 6: SUSTAINABILITY

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