Branch Onboarding Pack Builder
Ignite Global Summit Life Insurance and Wealth Management · for Unit Managers and branch admin
Give every new recruit the same complete start.
Enter a candidate’s details once and this tool builds their personalised onboarding pack — dated timeline, trainings, requirements checklist, costs, licensing turnaround time, exam guide and their immediate next step on the IGSLIA Recruitment Roadmap. Save it as PDF and send it the moment they pass the BM interview.
Set up once
Fill in your name, position and contact number. Your details and the standard fees are saved on this device for every pack you build after this.
Enter the candidate
Name, contacts and their Day 1. Everything in the pack is dated from that one date, so get it right and the rest follows.
Exam, dates & costs
Pick where and what they are taking, tick what they are eligible for, add any confirmed dates, and choose their next step on the roadmap.
Generate & send
Review the pack, click Print / Save as PDF, then drop the file into their PRU Licensing Support group on Telegram.
What the candidate receives
- Welcome page with their details, roadmap position and immediate next step
- A two-part requirements checklist they can tick off
- Onboarding timeline with real dates computed from Day 1
- Training schedule, with confirmed batch dates marked
- Exactly what they pay, including any subsidy or Code Now, Pay Later arrangement
- Licensing turnaround time and target coding dates
- Exam day reminders plus the full IGSLIA exam guide for their exam type
- Your welcome message on its own page, and the branch contacts
House rules for preparers
- Only issue a pack after the candidate has passed the BM interview and committed.
- Tick the eligibility boxes honestly and confirm fees against current IC / Pru Life UK advisories — never let a recruit pay a personal account.
- Fill in confirmed batch and exam dates whenever you have them; blank fields print as target windows only.
- Edit the welcome message so it sounds like you — the standard text is a starting point, not a script.
1Branch Details
Fixed on every pack. Fill in the preparer details below — they are saved on this device and carry over to every pack you generate.
2New Candidate
3Examination & Schedule
Where they are taking the exam sets the turnaround estimate and the guide attached to the pack. What they are taking sets the license they end up with — and the fees on the next card.
Leave a date blank and the pack prints a target window computed from Day 1. Fill one in and that row is marked Confirmed.
4Costs & Eligibility
Tick what this candidate is eligible for — the amounts update automatically. You can still type over any amount. Always verify against the current Insurance Commission and Pru Life UK advisories before anyone pays.