1conduct of Agents' Examination

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    CONDUCT OF AGENTS QUALIFYING EXAMINATION

    Licensing Division, Ground Floor, Insurance Commission

    1071 United Nations Avenue, Manila

    Telephone Nos. 523-84-61 to 70 Loc. 130 & 111

    Head of Division: Atty. Teodoro S. MendozaE-mail address: [email protected]

    ABOUT THE SERVICE

    The passing of ex amination is required for applicants for license as insurance agents, in order to determine his/her competen ce. The applicant must

    be of good moral character and must not have been convicted of any crime involving moral turpitude. He/she must show to the satisfaction of the

    Commissioner that he/she has been trained in the kind of insurance contemplated in the license. Applicant may apply for exami nation for non-life,

    life, variable , and health and accident, and CTPL only.

    WHO MAY AVAIL OF THE SERVICE

    Persons who intend to apply as insurance agents may avail of the service.

    REQUIREMENTS

    1. Application for examination

    2. Certificate of good moral character, NBI or barangay clearance

    3. Certificate of training

    FEES:I. P 500.00 - for applicant in main IC Manila Office, Cebu Extension Office, and Davao Extension Office

    II. P 550.00 for applicant in other places

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    SCHEDULE OF THE AVAILABILITY OF SERVICEI. Manila Office- Every Tuesday, Wednesday, and Thursday (all business lines) 8:00 AM-12:00 NN. Applicants who come after 10:30 shall be

    scheduled for the next examination day.

    II. Extension office in Cebu and Davao- Every 2ndand 4thWednesday of the month

    III. Examination in other places- the examination shall be scheduled. Please coordinate with the representative(s) of the sponsoring insurance company

    or organization in the area of the exam.

    HOW TO AVAIL OF THE SERVICE

    STEPS IN THE CONDUCT OF AGENTS

    QUALIFYING EXAMINATION OFFICE ACTIVITY

    DURATION(under normal

    circumstance)PERSON-IN-CHARGE

    1 Submission and AssessmentApplicant fills up application form from

    insurance company, website of IC or from the

    Licensing Division of the Commission. Submitapplication and requirements to frontline

    personnel in the Licensing Division or personnelof the Extension Office.

    Frontline personnel receive and processesapplication and requirements. Applicant is

    informed in case of lacking requirements.

    2 minutes perapplicant

    Test specialist IIInsurance specialist II

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    3 Payment

    Applicant pays examination fee in theCashier. A receipt shall be issued. The

    application with receipt of payment shall beassigned officer.

    Personnel issues payment request form.

    Cashier receives payment , issues receipt andwrites the amount and receipt number in the

    transmittal letter or application

    3 minutes Test Specialis t II

    Assigned proctor

    4 Exam Taking

    Proceed to the assigned room forexamination. Examinee affixes signature in theattendance sheet and receives the questionnaire

    and answer sheet from the proctor. After finishingthe exam, return the questionnaire and theanswer sheet to the proctor.

    Proctor gets the attendance of the examinees

    and distributes the questionnaire and answersheet. After examination, proctor gathers thequestionnaires and answer sheets from

    examinees.

    2 hours per

    set

    Test Specialist II

    Assigned proctor

    6 Issuance of Result

    The results of exam are released the next dayfollowing the day of exam. For Extension Officeand other venues outside Manila, the exam result

    is forwarded to the sponsoring company andshall be known three days after the exam.

    The assigned personnel checks the

    examination papers and submits examinationreport to the Chief of the Licensing Division.

    The assigned personnel prepares the summary

    of the result of examination and encodes thepassers in the computer.

    Assigned personnel issues examination resultto examinees or issues results to sponsoring

    company

    3 minutes per

    paper

    2 minutes

    Test Specialist II

    Assigned Proctor

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