Recognition Platform for

Sourcing Managers
 PROGRAM OVERVIEW

A TRUE CHAMP DESERVES THE ULTIMATE GLORY...!

Eligibility
All confirmed & probation managers

Evaluation
Period Last 1 year Performance
(Previous 4 Rolling Quarters)

Opportunities 4 different tiers of Club Membership

with various benefits associated with
each club
 QUALIFICATION SLABS

Gate Criteria ~ Persistency

13M >= 80% 25M >= 70%

Diamond Level
>= 2000 Points
Membership

Platinum Level
>= 1500 Points
Membership

Gold Level
>= 1000 Points
Membership

Silver Level
>= 500 Points
Membership
Points will be earned basis various parameters mentioned in the subsequent slides

Evaluation Period will be based on the performance of the previous 4 rolling quarters
 MONTHLY POINTS TABLE

Measure Criteria Points Awarded

ANI Quick NAL 10 points

New FPA On-
Boarding ANI FAB 50 20 Points
ANI Centurion 30 Points

FPA Activation 10 Points

Existing FPA
FPA Monthly Training* 20 Points
Development
ACL Entry/Upgrade 30 Points

WRP/ PC (>=90%) 10 Points

Business Output HNI Cases (Ticket Size>1L) 20 Points
FPA Monthly Contest Qualification 30 Points
 MEMBERSHIP BENEFITS

Silver Level Badge Gold Level Badge Platinum Level Badge Diamond Level Badge
Trophy of
Certificate of Certificate of Plaque of
Appreciation
Appreciation Appreciation Appreciation
Aviva Leather bag
Membership Membership Membership Visiting
Visiting Card Visiting Card Card Membership Visiting
Card
Aviva Tie/ Scarf Aviva Duffle Bag Comprehensive
Health vouchers
Differentiated Eligible Champions
Incentive Slabs* Convention Eligible - National
Convention (With
Differentiated Spouse)*
Incentive Slabs*
Differentiated
Incentive Slabs*
TRAINING CONVENTIONS
 EVALUATION PERIOD

Qualification Period Qualifiers Announcement Evaluation Period

Q117 February 2017 January 2016- December 2016

Q217 May 2017 April 2016 March 2017

Q317 August 2017 July 2016 June 2017

Q417 November 2017 October 2016-September 2017

The tentative list of qualifiers will be announced at the beginning of each quarter (pre FLC) however final
list will be announced after post FLC results.
The performance will be evaluated basis previous 4 rolling calendar quarters.
For each status update, only current inforce policies and PC will be taken into consideration.
The concerned manager must fulfill the qualification criteria during the qualification period to be eligible.
There is a one month free-look period before the declaration of qualifiers under each category.
 UPGRADES

Qualification Month Next Upgrade Month

Q117 April 2017

Q217 July 2017

Q317 October 2017

Q417 January 2018

All Aviva Champs Club members are eligible for an upgrade to the higher level every quarter basis the
number of points earned.
Results will be announced each quarter and the previous rolling 4 quarters performance will be considered
as qualification period.
Upgrades are effective immediately from the quarter of announcement. Your benefits will also be upgraded
as per your new league membership.
 DOWNGRADES

Next Downgrade Month

Qualification Month
Diamond and Platinum Club Silver and Gold Club
Q117 January 2018 July 2017

Q217 April 2018 October 2017

Q317 July 2018 January 2018

Q417 October 2018 April 2018

Downgrades will be done as per the timelines defined in the above grid and if at the time of evaluation,
sourcing manager has not met the required qualification criteria of the same slab.
Downgrade for Platinum and Diamond Club Membership will be effective only one year after month of
qualification.
Downgrade for the Silver and Gold Club membership will happen after 6 months of qualification.
 POINTS TO NOTE

This program is applicable to all the confirmed and probation sourcing managers of Agency Channel
including all designations ASM/ SM/ SSM/ DBM-S/ BM-S/ MP.

The Evaluation will be based on the achievement in the previous 4 rolling quarters

The points table mentioned details the points which a sourcing manager can earn on a monthly basis
on the given parameters

The points on ACL entry/upgrade qualification will be given on a quarterly basis only.

There is a maximum cap of 100 points under each parameter which a manager can earn in a month

Champions Convention will be held twice in a year and final dates will be communicated subsequently.

In case the sourcing manager qualifies for Champions Convention under Aviva Champs Club and Sales
award, he/she will be eligible to be a part of only one convention
 POINTS TO NOTE

The differentiated Incentive will be defined in the Incentive structure defined on quarterly basis and is
subject to change as per management discretion.

The business will be considered on Issuance basis for the defined period irrespective of date of login.

Benefits cannot be claimed as cash in any scenario.

The rewards are inclusive of taxes as per the current tax laws. In case there is a change in tax laws same
will be adjusted in reward amount.

The company reserves the right to insert, alter or withdraw any clause of the program or program itself
without prior notice. In such an event post facto notification would be sent to levels at or above branch
managers from Agency Engagement Team.
 GLOSSARY

New FPA On-Boarding

Definition Points Earned

ANI Quick NAL is the second For every FPA getting ANI Quick NAL,
ANI QUICK NAL recognition slab in Aviva New Idols the sourcing manager will earn 10
for the 0+1 month performance Points

ANI FAB 50 is the third level For every FPA getting ANI FAB 50,
ANI FAB 50 recognition slab in Aviva New Idols the sourcing manager will earn 20
for the 0+2 month performance Points

ANI Centurion is the final level

A sourcing manager will earn 30
ANI CENTURION recognition slab in Aviva New Idols
points per FPA getting ANI centurion
for the 0+3 month performance
 GLOSSARY

Existing FPA Development

Definition Points Earned

The sourcing manager will get 10
An FPA getting active in the system
points for the first 3 FPA activations
FPA Activation with 1 policy in a month irrespective
(Min. 3 required). From the 4th one
of the PC
he will earn 10 pts per activation

20 points will be rewarded each

No. of FPAs attending training each
FPA Monthly Training month
month if a min. of 3 FPAs attend the
monthly modules

An FPA qualifying for the Aviva 30 Points per FPA will be rewarded
ACL Entry/ Upgrade Champions League in a quarter or on the basis of FPA entry or upgrade
getting upgraded to a higher level on a quarterly basis
 GLOSSARY

Business Output

Definition Points Earned

% achievement against the goal sheet 10 points will be rewarded for 90%
target as defined in the ACE policy. target achievement. Also for every
WRP Target Achievement For Probationers, PC target 10% higher achievement, extra 10
achievement will be considered. points will be awarded

Policies with ticket size of 1 Lac or 20 points per HNI case will be
HNI Cases more (PC) will be considered rewarded to the manager in a month

FPA monthly contest An FPA qualifying for the monthly 30 Points per FPA qualification will be
qualification contests (R&R program) rewarded to the manager
ALL THE BEST