Under Personal Information Tab, the Title/Salutation is required?

6. Under Purchase Review, what are the two radio buttons you need to tick, so the "send purchase review link to client" will be available?

I. VC Policy

II. Data Privacy

III. Declaration of Understanding

IV. To Receive Electronic Copy of the Documents

Under Product Customizations, "My Preference" should always be?

What tab you need to click for choosing plan and coverages?

Under Personal Information tab, what do you need to click if the Policy Insured is different to Policy Owner?

Under Need Analysis, initially the client's monthly salary is hidden for privacy concern.

After downloading the PRUOne app, where do you need to go so you can use it?

When you can find your existing client(s) application?

Under Beneficiary Tab, what are the new information needed for client's beneficiary?

Agents are not allowed to send proposal to their clients using PRUOne app?

When will the application number show?

Under your client application you have the option to clone it, to make another or generate a different proposal.

What tab you need to click for uploading your client's documents?

Under purchase review, you will only be able to send purchase review if:

I. All tabs except Agent Report are completed.

II. Data Privacy is ticked

III. Declaration of Understanding is ticked.

PRUOne log is same as your?

After the client's application has been issued you are not allowed to delete application on the app.