VELA Connect Help

Welcome to VELA Connect

VELA Connect is the VELA District's hub for the whole team. It shows your production, PCR collections, recruiting, activity, contests and recognition, all from the same reports the AMD uploads, so everyone works from the same numbers.

What you see depends on your role

Sign in for the first time

Your AMD gives you a 6-digit temporary password. You use it once, then make your own.

1. Create your password. At least 8 characters, with letters, numbers and at least 1 special character (for example ! @ # $). Tick Show password to check what you typed.
2. Register your contact (mobile and email). A new password is sent here if you forget yours or your AMD resets it. Tick the consent box, then tap Save and continue.
3. You're in. Next time, sign in with your agent code and your own password.

Forgot or change your password, and log out

Forgot your password

1. On the sign-in card, type your agent code first.
2. Tap Forgot your password? Your AMD is told, and sends you a new temporary password to the contact you registered.
3. Sign in with it; you'll be asked to make your own password again.

Change your password

Signed in: tap Change password at the right end of the tab bar. On the sign-in card: tap Change password, type your agent code and current password, then the new one.

Log out

Tap Log out at the right end of the tab bar. Always log out on a shared phone or computer.

Find your way around

The ◐ Auto button switches light and dark screens (Auto follows your phone). ⛶ fills the screen.

My Scorecard

Your month and year at a glance: ANP and cases this month (MTD) and this year (YTD), your PCR, what's still to collect, and your activity and pipeline.

Leaders (MP, AL): type a name or agent code at the top to open the scorecard of anyone you lead, then ← Back to my scorecard.

Activity & Coaching: log your week

Your weekly activity shows a slow month coming weeks before the production report does. Log it every week, ideally every Friday.

How points work

Weekly goal: 30 points. Tiers: Bronze 15+, Silver 30+, Gold 50+, Platinum 80+.

Coaching log (leaders)

In Activity & Coaching → Coaching, record each one-on-one so nothing agreed is forgotten.

1. Pick the Agent and the Date.
2. Write What you discussed and the Goal agreed.
3. Set Follow up on (a date), then Save session.

Follow-ups due lists the sessions whose follow-up date has come. An AL sees the sessions they wrote and those about their team; an MP sees every session about someone in the agency.

Recruitment Pipeline

Your own board of the people you're recruiting, from first application to coded.

• Open a card to tick the onboarding documents (resume, valid ID, NBI, TIN, SSS/PhilHealth/Pag-IBIG, IC license or exam, signed contract, bank details).
• When the production report shows a recruit as coded, the board offers to move them to Coded in one click.
• Leaders can view their people's boards (read only). Each board is edited only by its owner.

Onboarding to first sale

Recruitment Pipeline → Onboarding lists everyone coded in the last 180 days, from coding to their first case, so no new agent goes quiet.

• Filters: Needs action, No sale yet, First sale done, All.
• Each row shows Coded date, Documents, VUL license, Mentor, First sale and Status, plus a short First-sale plan.
• Share follow-up list copies a ready message for your group chat.

My Growth: Prospects, Licenses, Challenges, Career Planner

Prospects

Add each prospect with + Add prospect and move them through New → Contacted → Appointment set → Presented → Application → Client (or Not now). Private: names, numbers and notes are seen by you only. Leaders see counts per person (in Team), never your clients' details.

Licenses & Training

Enter your own IC license number and expiry, VUL license expiry, continuing-education (CE) hours and your last AML training. Each item shows green when valid, yellow when expiring soon and red when expired or overdue. Leaders see their people's status to follow up.

Challenges

The district's monthly challenges (set by the AMD): what's measured, the target, who competes and the reward, with the live board.

Career Planner

Shows a recruit what a career with VELA District can earn: type cases per month, average ANP per case and the product mix, then Download PDF to give them. The compensation rates are set by the AMD.

Overview (MP)

Your agency's home screen: this month at a glance against your targets, what needs attention this week, and a short weekly snapshot you can write for your team. Each item links to the tab where you act on it.

AG Production Dashboard (MP)

Your agency's figures from the latest AG Enhanced Production report.

• Team Health shows who is active, who needs a check-in and how new recruits are ramping up.
• Agents lists everyone with their MTD and YTD figures; filter and download as CSV.
• The figures change only when the AMD uploads a new report.

Ascend

Your Ascend goal sheet against what you actually produced, month by month, with the Quarterly Outperformance Bonus and the Monthly Ledger (Goal Sheet vs Actual). MPs also see the goal sheets of the ALs in their agency.

The goal sheets are uploaded by the AMD. If a target looks wrong, tell the AMD; it isn't changed here.

PCR Dashboard

PCR (policy collection rate) is the share of premiums due that have been collected. It decides who qualifies for contests and the Breakthrough Bonus, so keep it up.

APs see their own policies, ALs their team's, MPs their agency's. Use the reminder message to remind clients politely before the due date.

Applications

Track every application from submitted to issued, and see what's still pending.

Log a submitted application

1. Open Log an application.
2. Fill in Date submitted, Application no., Insured (LAST, FIRST MIDDLE), Plan, Owner, Face amount, Modal premium, Pay mode (AFYP is worked out for you) and the payment scheme.
3. Tap Save application.

You see the applications of the people you may see (AP: yours; AL: your team; MP: your agency) and any you logged yourself.

Agency Benchmark (MP)

Your agency against the other agencies in the VELA District: MTD and YTD ANP, cases, active agents and recruits, with each agency's rank and activity ratio.

Command Center (MP)

Every running contest for your agency on one screen: who is a candidate, who is close, and who needs a push this week.

Needs you now lists coaching items: people close but behind pace, people waiting only on PCR, and district targets. Uploads and contest rules are the AMD's.

Allianz Incentive & District Incentives

Allianz Incentive holds the company's contests; District Incentives holds the VELA District's own drives. Both work the same way.

• Standings follow the company's mechanics in the uploaded documents and move each time the AMD uploads a new production report.
• Where a contest needs PCR, your PCR counts too; see PCR Dashboard.
• The company results are final. If they differ from the standings, the company's results win.

MDRT Tracker

Who in the district is on track for MDRT 2027, from the company's latest MDRT results, with the poster wall of the district's MDRT contenders. Check how far you are from the requirement and plan your next cases.

Leaderboard & badges

Top producers (overall and by role), top cases, PCR, recruiters and activity in your agency, plus the badges each person has earned. Use it to recognise people in your group chat.

Badges include First sale, Newly coded, 100% PCR, Top 3 this month, 2-month streak, Recruiter, 4-week activity streak, Weekly goal hit, Prospector, On top of follow-ups and Fully licensed.

Agency peers see each other's rank and badges, never clients or PCR details.

Where the numbers come from

Only the AMD uploads the documents that the results come from, so there is one accountable source:

What you enter: your weekly activity, prospects, pipeline cards, applications, license dates, coaching notes, and "Mark paid" on premiums collected.

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