So your CliENT SAID YES?

Great! Here's a General Overview on How to Submit Applications (via BCOS)

Personal Info for Application Form

Ask for client's Personal Information via text or messenger ; then call for health questions (see app form for the list of health questions)

Edit: Also ask for contact number and birth place of beneficiaries

<-- See Personal Info Needed ; Refer to Application Form for the health questions

List of Acceptable IDs.pdf

2. Request soft copy of 1 government issued ID AND a selfie/photo of the client holding ID
(Optional: you may also ask for the payment already: See Step 7)

<-- See list of accepted IDs
*Make sure signature and photo are clear and visible

3. Download application forms from Advisor Home Office > Remote Selling Corner and fill out all forms THOROUGHLY

<-- See sample filled out application forms (FOR VUL) ; write down client name in signature portions
Prepare the ff:

Appform
Advisor's report
Proposal
CSA

Update: DO NOT affix your signatures in the PDFs, DO NOT put place of signing, DO NOT put date

4. Log in to BCOS portal, fill up the needed info and upload the forms

Link here:
https://mobile.sunlife.com.ph/bright-connections-advisor/#/login
Use your Advisor Home Office Login Details

Universal Client Confirmation v1_1 2020_09_17.pdf

5. Also upload the required Confirmation Template and finish the BCOS process

<-- SEE CLIENT CONFIRMATION TEMPLATE

6. Guide the Client on what will happen: the client will receive an email containing a link and he has to sign digitally

<--Send this Guide to the Client

bit.ly/paysunlifeviabpi

bit.ly/paysunlifeviabdo

bit.ly/paysunlifeviametrobank

bit.ly/paysunlifeonline

7.Ask for copy or screenshot of client's payment

<--See Payment Instructions
*Client can also pay via credit card thru this link: bit.ly/paysunlifeonline
*Provide the Serial Number found at the bottom of the APPLICATION FORM to the client to input as the Subscriber name

8. Review the Application, upload the payment and any other needed documents. Complete list below:

Appform
Advisors Report
Proposal
CSA Form
Payment
ID
Selfie of Client Holding ID
Confirmation Template

AFFIX YOUR SIGNATURES and PLACE OF SIGNING. SUBMIT and Monitor Approval by checking BCOS and your email regularly.

WATCH BCOS VIDEO GUIDE BELOW

https://brightbox.hubs.vidyard.com/#digital-tools

*Get Password from ALY or UM KAT

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