BASIC GUIDE

First time to register? Don’t fret!

Here’s a step-by-step guide to make
sure you’ll be able to access PRISM
seamlessly.

What you will need:

laptop/computer speedy and stable

wifi internet

 for first time registrants, a laptop/computer is advised. You may access PRISM via mobile only once you have successfully
registered your account.
 FOR FAQs about PRISM, you may check them out on pages 33-36
 Table of Contents
TOPIC Page
Basic Registration
• Activation of Account (Steps 1-6) 2-7
• Prutext Enrollment (Steps 7-8) 8-10
Basic Password Tips
• 10 password attempts 12
• Forgot password 13-17
• Expired password 18-19
Basic Profile Tips
• My Profile 21-22
• Contact Us 23-24
• Notifications 25-26
SOA and BIR Instructions 27-32
Servicing Module 33-42
Know Your Customer Module 43-51
FAQs 52-56
BASIC REGISTRATION

Page 1
STEP 1: initial log-in

First login password combination: Agent

type + birth date + @ + last 4 digits of
Agent Code
First time login: Ex.
User ID is your agent code. Agent Type – AG
Birthdate – october 23, 1990 (small letters)
Special Character - @
Agent Code - 71234567
Password: AG23oct@4567

 your birth month should be written in SMALL LETTERS with only the FIRST THREE letters of the month
 Your agent type should be written in CAPITAL LETTERS
 Below are the different agent types:
 AG – agent
 UM – unit manager
 BM – branch manager
 AM – area manager
 DM – district manager Page 2
STEP 2: terms & conditions

Click “I Agree”

 Make sure to be using a laptop so that the message box expands accordingly

Page 3
STEP 3: registration details

Your birth date is auto-filled

Mobile number

PLUK email address (non PLUK email

addresses will not be accepted by
the system)

 PRISM will only accept email addresses that follow the PLUK email address format:
 PLUK + (firstname) + (lastname) @ gmail.com or @yahoo.com
 You can add a number, special character, or interchange your first and last name as long as ‘pluk’ is the first element of your
email address.
 If you don’t have a PLUK email address yet, you may create your email address first and then come back to PRISM once
you’re ready.
 Make sure that the mobile number you use is the number you wish to also receive PruText alerts with.
 We can only enroll ONE mobile number.
Page 4
STEP 4: verify your email

Read instructions.

Go to your PLUK email inbox and

click the link from PRISM Support in
order to verify your PRISM account.

 If you cannot find the email from PRISM Support, search your Spam/Junk folder
 If you still cannot locate the PRISM Support email or if you’ve mistakenly entered the incorrect pluk email address during
registration, kindly wait 24 hours from your first attempt and register again.

Page 5
STEP 5: verification link

Click the link to be directed back to

the PRISM customize password page

 The link is only valid for 24 hours from your receipt of the email. If you click on the link after the 24-hour validity, the link
shall no longer work or will show an error
 If you’ve missed the validity period, simply go through the registration process once again (steps 1-4; pages 2-5)

Page 6
STEP 6: change password

Input your personalized password.

PRISM password creation assistance.

 Remember the requirements for password creation as indicated on the dialog box
 PRISM will assist you during creation of password by indicating in red text under the textbox what of the requirements you
have not yet covered

Page 7
STEP 7: prutext enrollment

1. Go to Quick Tools on the menu dashboard and

then choose ‘Prutext Enrollment’ on the dropdown
menu

2. Click ‘New Enrollment’

 Failure to re-enroll in PruText through PRISM stops you from receiving important head office and agency updates

Page 8
STEP 8: prutext enrollment

Enter your mobile number. This field auto-fills with the number you
submitted earlier during the registration process.

Tick the check box.

Check “I have read”

and click SUBMIT.

 The mobile number auto-fills the text box with the number you have registered in your “My Profile” page.
 Make sure that the mobile number you use is the number you wish to also receive PruText alerts with.
 We can only enroll ONE mobile number.
 There is no special format for entering your mobile number. Just start with 09xx + xxx + xxxx.

Page 9
 This table shows your
enrolled and active
mobile number in the
system!

This table shows your activity history of when you

updated/deleted/changed numbers on your My Profile and on
PruText

 REMEMBER! It is a TWO-STEP process to enroll or update a mobile number on Prutext:

1. Click your ‘My Profile’ icon located at the top-left of your homepage then update your mobile number from the Account Details
field
2. After updating your mobile number in your account details, you may now proceed to update your number in Prutext through
Prutext Enrollment (Step 6-7; page 8-9)

Page 10
BASIC PASSWORD TIPS

Page 11
1. 10 PASSWORD ATTEMPTS

Follow instructions then click

‘Verify’

Tick the box

 You now have TEN (10) attempts at entering your password before your account gets locked out.
 Remember that once your reach your 7th until your 10th attempt, reCAPTCHA will prompt you for verification. Please just
follow reCAPTCHA’s instructions and after verification, it will allow you to attempt at logging-in again.
 After 10 failed attempts at logging-in, PRISM will lock you out of your account and this will now require you to go to the
‘Forgot Password’ facility to unlock/reset your account (see page 13 for ‘Forgot Password’ instructions).

Page 12
2. FORGOT PASSWORD

(STEP 1) Forgot your

password? Please click this
link!

 Password resetting is now strictly self-service

 If you were locked out of your account, then you may unlock your account by clicking the ‘Forgot Password’ link located at
the log-in page of PRISM.

Page 13
2. FORGOT PASSWORD
(STEP 2) Input verification details

Type your agent code

Type in your registered PLUK email address

Verify your birthday

 Remember that the information being asked from you on this page is the SAME information you submitted to PRISM during
your initial registration

Page 14
2. FORGOT PASSWORD

(STEP 3) Check your PLUK email and click the

link in order to reset your password!
No more waiting time, it’s so easy!

 PRISM Support will email you your token link for resetting
 If you cannot find the email from PRISM Support, please check your spam/junk folders
 The link is only valid for 24 hours from your receipt of the email. If you click on the link after the 24-hour validity, the link
shall no longer work or will show an error
 If you’ve missed the validity period, simply go through the ‘Forgot Password’ process once again

Page 15
2. FORGOT PASSWORD

(STEP 4) Update your

password here. Make
sure you follow the
prescribed password
combination.

 Take note of the requirements for password creation as indicated on the dialogue box
 PRISM will assist you during creation of password by indicating in a red text under the textbox what of the requirements you
have not yet covered
 You cannot repeat your last TEN (10) passwords

Page 16
2. FORGOT PASSWORD

Take note of the expiration date of your

password and make sure to change your
password before the indicated expiration
date.

 You can update/change your password through your ‘My Profile’ account

Page 17
3. EXPIRED PASSWORD

 When you’re past your expiry date and you have not yet changed your password, PRISM will assist you in electing a new
password after expiration

Page 18
3. EXPIRED PASSWORD

After logging-in, you will be directed to

the ‘EXPIRED PASSWORD’ dialogue box
which will assist you in electing a NEW
password.

 Despite PRISM assistance, please still make an effort to remember the expiry date for your password
 Remember the requirements for password creation as indicated on the dialog box
 PRISM will assist you during creation of password by indicating in a red text under the textbox what of the requirements you
have not yet covered
 You cannot repeat your last TEN (10) passwords

Page 19
BASIC PROFILE TIPS

Page 20
1. MY PROFILE
CRUZ, JUAN

Go to “My Profile” in order to

update your account details.

 You will find your ‘My Profile’ icon at the homepage of PRISM, located at the upper left side of your screen

Page 21
1. MY PROFILE

‘Edit’ button

Mobile number
PLUK email address should be the same
mobile number you
will enroll in PruText.

Indicates your password’s expiry date

 Update email address and mobile number on ‘Account Details’ tab located on the left side of the screen
 Update/change password on ‘Change Password’ tab located on the left side of the screen

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2. CONTACT US
CRUZ, JUAN

Go to “Contact Us” in order to

directly send your queries to the
correct departments

 ‘Contact Us’ is one of the new modules of PRISM which allows you to directly send a query to the concerned department.
 LIMITATIONS: You can send text-only queries through the Contact Us module. If you wish to send an attachment, you have
to go to your PLUK email and send it from there instead.
 Your managers are copied, along with the concerned department, to any query you send out through the module.
 Replies by the concerned department will be directly sent to your PLUK email address.
Page 23
2. CONTACT US

Contact details

Indicates the department functions

 A list of the head office departments could be seen on the left-hand side of the screen
 Clicking on the department opens your message box on the right which includes the department’s contact details and
department function
 Please cross-check your query with the department functions to make sure you are sending your message to the correct
department.
Page 24
3. NOTIFICATIONS

Notification bell indicates all the new

updates from head office from the
last time you logged-in

 Notifications appear every time there is new activity/updates from the head office
 This ensures that the agent will no longer miss any new activity/deadline/schedule posted by the head office

Page 25
3. NOTIFICATIONS

Clicking on the notification leads you

directly to the page which contains
that new update.

 The alert for notification will only disappear/clear if you click on the specific notification. If you just view the notifications
as a list without viewing them specifically, your notification alerts will not change in number.

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SOA and BIR INSTRUCTIONS

Page 27
3. SOA and BIR
CRUZ, JUAN

You can access your BIR and SOA

under Quick Tools

 You may find your SOA and BIR 2307 under Quick Tools > BIR 2307 or Quick Tools >Statement of Account
 PRISM will contain your SOA and BIR 2307 for the entire calendar year of the current year. This means it will carry your
statements from January to December.
 PRISM will carry one (1) years worth of your SOA and two (2) years worth of your BIR 2307.

Page 28
3. SOA and BIR
CRUZ, JUAN

To search for a specific statement

date, you may do so by choosing
from the drop down menus.

CRUZ, JUAN

 As soon as you specify which statements you wish to view, click ‘Search’ to load your search results.
 For BIR 2307, you may search quarterly statements
 For SOA, you may search between weekly and monthly

Page 29
3. SOA and BIR
CRUZ, JUAN

Search results for indicated period

Click icon to download

 Your search results will display with a download icon at the right of your screen
 Clicking the download icon will launch your download of the document
 The document is in a password protected PDF format

Page 30
3. SOA and BIR
SOA/BIR password algorithm:
Appointment date + @ + last 4
digits of Agent Code
Ex.
Appointment date – February 6,
2012 (ddMMM; all caps)
Special Character - @
Agent Code – 71234567

PASSWORD: 06FEB@4567

 SOA/BIR password algorithm: appointment

date + @ + last 4 digits of your agent code
 your appointment date should be written in
CAPITAL LETTERS with only the FIRST THREE
letters of the month

Page 31
3. SOA and BIR
CRUZ, JUAN

7004567

JUAN CRUZ

JOSE CRUZ

This is where you can find your JOSE CRUZ

appointment date

 If you don’t remember your appointment date, you can check it by going to Servicing > Agent Information
 Your SOA/BIR password cannot be changed. The algorithm is permanent.
 You are responsible for keeping your SOA/BIR password PRIVATE and for your eyes only. Please refrain from sharing your
password with anyone else as this is no longer changeable.

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SERVICING MODULE

Page 33
4. SERVICING MODULE

This is where you can find policy,

agent, & client information, agent’s
servicing handbook, reports, and
downloadable forms.

 Policy Information – you will find all information related to your policies under this sub-menu.
 Agent Information – you will find your appointment date and license details here
 Client Information – a summary of all your clients as well as their contact information
 Agent’s Servicing Handbook – Claims & Policy Benefits and New Business & Underwriting Handbooks
 Reports
 Downloadable Forms Page 34
4. SERVICING MODULE

You can search for

your policies here.

 Policy Information – shows a summary of all policies divided into: In Force, Lapsed, and Others.
 Others – includes all other policies such as terminated, suspended, withdrawn, etc.
 Search Field – if you are unsure of the policy number, you can search the policy owner’s name, insured name, or status.

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4. SERVICING MODULE

 General Information – shows basic information about the policy

 Contract Status – this is the risk status (Eg., in force, lapsed, terminated, etc.)
 Premium Status – payment status (Eg., premium paying, single premium, fully paid, etc.)
 Effectivity Date – inception date; this is also the date when a lapsed policy was reinstated
 First Issue Date – original issuance date

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4. SERVICING MODULE

 Payment Information – payment method

 Due Date – policy is paid until this date;
 Tip for due date – if the date you see is set in the future of the present day (the day you are checking), then this means that
the policy payment is up to date. If the due date indicated has already passed then that means that the policy has not yet
been paid.

Example:

NOT YET PAID --- Juan logs on to PRISM on August 23. He checks the payment information on PN 01234567 and
sees that the due date indicated July 1, 2017. This means the policy has missed its payment.

UP TO DATE --- Maria logs on to PRISM on August 15. She checks the payment information on PN 01234567 and
sees that the due date indicated September 5, 2017. This means that the policy is up to date with its payment.
Page 37
4. SERVICING MODULE

 Plan Details – component description, sum assured, contract status, and premium status
 Fund Details – fund type, unit balance, unit price, price date, and fund value
 Beneficiary Details – beneficiaries

Page 38
4. SERVICING MODULE

Kindly note that the Claims Module is simply a module used to notify Claims that you
are about to submit a claim to the head office. The Claims Module is only to notify You can make claims
the Claims Department that you will be sending in a claim. requests here. But
please note, you still
This module is useful because it presents you with a complete checklist of all need to submit hard
requirements you need to SUBMIT in filing a claim for a specific policy. This eliminates copies to the HO.
the filing of a claim with incomplete documents thus avoiding any back and forth
hassle during submission.

 Claims Request – a summary of all your claims

Page 39
4. SERVICING MODULE

Type of claim and date of

incident.

 Date of Claims – remember, you can only make claims for previous dates.

Page 40
4. SERVICING MODULE

Click Submit.

 This page will show a summary of the critical illness of the claimant.
 Upon clicking ‘Submit’, you will be directed to a reference number and a complete list of requirements.
 Please note that these requirements need to be submitted to the Head Office.

Page 41
4. SERVICING MODULE

 Please use this reference number when following up with Claims.

 But please don’t forget to send all requirements to the Head Office.

Page 42
KNOW YOUR CUSTOMER
DASHBOARD

Page 43
Page 44
 This allows you to monitor the number
of new customers added to your base
month on month.

This gives you an overview of your existing

customer base – showing how many of them are
new or old clients based on the selected year.

Page 45
 This section allows you to see the
number of policies per product under
the selected category.

This gives you the distribution of policies

that all of your customers currently have.

Page 46
 This chart shows the tenure of your
customers under each category.
This will allow you to determine how many
of your clients with just one policy is ripe for
a policy review and resell.

This chart shows how many of your customers

own one, two, three, or more than three policies.

Page 47
Page 48
 Retention rate refers to the
percentage of customers from
year-end 2016 who still have at
least one in force policy as of
current month.

The breakdown of attrition drivers allows you to see the

reason behind the movements in your customer retention
rate every month.
This can help you see customers’ behavior through their
policy activities such as surrenders and lapsations.

Page 49
Page 50
 Repeat sales rate refers to the
percentage of sales from old clients
versus the total generated sales.

This page allows you to monitor whether your activity

came from sales from new customers or from repeat
purchase of old customers.

Page 51
FREQUENTLY ASKED
QUESTIONS

Page 52
 Frequently Asked Questions:
 What if I mistakenly enrolled the wrong PLUK email address during
registration?
Wait 24hours from your first attempt to inactivate your attempt and register again.

 How long are the resetting and activation links from PRISM valid?
The links are only valid for 24 hours. Beyond 24 hours, the link will be inactive. If you are
encountering errors with your link, you may go through the same resetting process again to
request a new link.

 What if I forget my password and get locked out of my account?

‘Forgot Password’ is available for you as a self-service password resetting facility.

PRISM is now strictly implementing self-service password resetting. All you need is a smart
phone/tablet/laptop and an internet connection. You may see instructions on how to reset
your own account on page 13-17.

 How can I change/update my PRISM password?

On the upper left corner of your homepage, click on My Profile > Change Password. See
page 22 for further instructions.

Page 53
 Frequently Asked Questions:
 Do I need still need to enroll my PLUK email address to
Agency Support via email?
NO. Agency Support will extract your registered details from PRISM to contact
you instead. Please make sure your registered details are always active and
updated.

 Does PRISM update its system in REAL TIME?

NO. PRISM updates their records from the previous business day. All transactions
completed yesterday will be reflected on PRISM today. All transactions completed today
shall reflect on PRISM tomorrow.

 How often does the CONTEST UPDATES module update on

PRISM?
Agency Analytics takes care of updating the contest updates module on PRISM. This
module does not follow the previous business day update as per the previous question
above. The contest update module gets updated on a monthly basis as per Analytics
results.

Page 54
 Frequently Asked Questions:
 Can I access my BIR 2307 on PRISM?
YES. Your BIR 2307 is now downloadable through PRISM. There is no longer
any need to request and pay the head office for a copy.

 Is my BIR 2307 password protected?

YES. Your BIR 2307 password is the same as your SOA password.

 Can I customize my SOA/BIR password?

NO. Your SOA/BIR password is treated like your credit card statement of account
where the password is permanent.

You are responsible for keeping your SOA/BIR password PRIVATE and for your
eyes only. Please refrain from sharing your password with anyone else as this is
no longer changeable.

Page 55
 Frequently Asked Questions:
 Do I still need to submit a Prutext enrollment form?
NO. You can enroll yourself in Prutext through your PRISM account. You can also
update/change your registered mobile number through PRISM as well.
(See pages 8-10)

 Can I enroll more than one (1) number in Prutext?

NO. PRISM can only accommodate one (1) enrolled mobile number.

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