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    FAQs Jan2024 v2

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    anthonyramosamurao
    FWD Cube is an app for insurance agents that allows them to complete the entire sales process on a mobile device. It is compatible with iPhone and Android phones less than 5 years old. To enjoy all features like OCR and real-time insurability checks, an internet connection is required. The app guides agents through needs analysis, proposal creation, application submission and more. Technical support is available via email for any issues with the app.

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    FAQs Jan2024 v2

    Uploaded by

    anthonyramosamurao
    18 views2 pages
    FWD Cube is an app for insurance agents that allows them to complete the entire sales process on a mobile device. It is compatible with iPhone and Android phones less than 5 years old. To enjoy all features like OCR and real-time insurability checks, an internet connection is required. The app guides agents through needs analysis, proposal creation, application submission and more. Technical support is available via email for any issues with the app.

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    FAQs_Jan2024_v2

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    FWD Cube is an app for insurance agents that allows them to complete the entire sales process on a mobile device. It is compatible with iPhone and Android phones less than 5 years old. To enjoy all features like OCR and real-time insurability checks, an internet connection is required. The app guides agents through needs analysis, proposal creation, application submission and more. Technical support is available via email for any issues with the app.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    18 views2 pages

    FAQs Jan2024 v2

    Uploaded by

    anthonyramosamurao
    FWD Cube is an app for insurance agents that allows them to complete the entire sales process on a mobile device. It is compatible with iPhone and Android phones less than 5 years old. To enjoy all features like OCR and real-time insurability checks, an internet connection is required. The app guides agents through needs analysis, proposal creation, application submission and more. Technical support is available via email for any issues with the app.

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    FWD CUBE FAQs

    Frequently Asked Questions

    What is FWD Cube?

    Is FWD Cube compatible in my mobile phone?


    Available in both iPhone and Android-based phones (e.g. Samsung, OPPO, Vivo,
    Xiaomi). Our recommendation is to use phone models that are not older than 5 years.

    Can I install FWD Cube in my tablet or iPad?


    We highly recommend installing Cube in your mobile phone.
    A later version of the app will be released in the future which will be optimized for
    tablets.

    Can FWD Cube work even offline?


    To enjoy the full benefits of Cube (e.g. OCR, Real-time insurability), we have designed
    the app to be fully-online.

    What is the recommended internet speed to use and submit applications in FWD
    Cube?
    5 mbps and up.

    Why are some of the details related to my customers’ policies are not as expected?
    Some of the policy information may not have been reflected in the last batch system
    processing. You can either check the following day or refer to IRIS Mobile or IRIS
    Web on the latest status.

    How come this button in the Proposal screen is not working?


    This will display a table to simulate the policy’s account value over a period of time,
    including top-ups or withdrawals. Watch out as our next version of the app will have
    this feature.

    I’m unable to login to FWD Cube using my account or I get an error “Invalid
    Username/Password”
    Check if you are using the training version of the app instead of the Live version. The
    Training version will have the tag “uat” beside the version number:

    Otherwise, please go to the IRIS Web portal:


    https://portal.fwd.com.ph/SalesPortalWeb/html/#/login
    and click on the “Forgot Password” link to reset your password.

    Why can’t I proceed to policy application in FWD Cube?


    Ensure that you have launched the Sales Proposal PDF and presented to your client.
    You may also refer to the ALEX Online training to check if you have performed all the
    required steps to move forward with your proposal.

    Why can’t I submit the policy application after I sign the document?
    FWD Cube requires a two-stroke signature to validate the authenticity of the
    signature. You may also refer to the ALEX Online training to check if you have
    performed all the required steps to move forward with your proposal.

    I receive an error message “Unable to Load Health Questions” when I click next in
    FWD Cube.
    This message occasionally appears when the app is retrieving the insurability
    questions during policy application. Please save the progress of your policy
    application then restart the application. Also check if you have installed the latest
    version of the app.

    The count of submitted policies is incorrect.


    For policy application submissions, please wait for 1 to 2 hours before this gets
    reflected in the system. For policy issuances, this is dependent on the payment
    posting from the 3rd party (i.e. DragonPay, Bank). Please wait at least 24 hours to get
    the latest status. You may also contact New Business support to get the latest status.

    Why is the income not displayed or selected in the PDF version of the FNA?
    You may have created the FNA using an older version of Cube. Please install the
    latest version of the app and save a new version of the FNA.

    Why do I receive this message in my proposal screen?


    This message is a new feature in Cube which checks if the policy premium will exceed
    our client’s budget for the premium. Discuss with your client on the best financial plan
    which will satisfy their needs.

    Where can I download my Commission, Tax Statements, and Persistency Reports?


    In the shortcut menu at the bottom of the app click on Others -> Report Generation.

    Where can I find the Claims and Policy forms I can share with my client?
    In the shortcut menu at the bottom of the app click on Others -> Document.

    Committed | Innovative | Proactive | Open | Caring


    FWD CUBE FAQs

    Frequently Asked Questions

    In the proposal screen, why are the sum assured and premium values pre-populated?
    Cube has embedded logic in to ensure the best coverage are provided to our clients. If
    you have done a full FNA process and proceed to the proposal stage, the priority goals
    will influence the sum assured initially displayed.

    Can we override or edit the pre-populated sum assured and premium values?
    Yes, you can! You are still in the best position to understand your clients needs and
    offer the best product for your client. Just ensure the premiums are sustainable for
    your client and within the limits as cascaded by Agency Training. Cube has controls
    embedded to check the premium values.

    Why are sum assured values in the proposal screen do not match?
    The app performs calculations in real time, so the screen needs to be refreshed
    occasionally.

    Who should I contact if I have technical questions for FWD Cube?


    For any technical questions or concerns, you may send an e-mail to IT Production
    Support (ITProdSupport.ph@fwd.com).

    Committed | Innovative | Proactive | Open | Caring

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