Demo data

Training Tracks

Arrange required modules, edit refresher changes, choose who is assigned, and set deadlines and reminder timing. Select Edit tracks to begin.

New coordinator track

6 modules · 4 hr 10 min

  1. 1

    What microinsurance is and who it protects

    The difference between a plan and a savings account, and why a member pays before anything has gone wrong.

    25 min · Audio · Required for licensing

  2. 2

    The three products and who each one is for

    Sagip Plan, Kabuklod Plan and CARD Care side by side: who qualifies, what is covered, what is not.

    40 min · Audio and cheat sheet · Required for licensing

  3. 3

    How to explain a premium to a member

    Daily and weekly equivalents, what happens when a payment is missed, and how to answer the question about getting the money back.

    30 min · Audio with practice script · Required for licensing

  4. 4

    The enrolment steps, start to finish

    Collecting details, naming beneficiaries, the signature, and what has to reach the branch by when.

    45 min · In person · Required for licensing

  5. 5

    What to say, and what must never be promised

    The wording that is accurate, and the four claims a coordinator must never make about a payout.

    20 min · Audio and quiz · Required for licensing

  6. 6

    The qualifying examination

    Administered at the close of the course. A pass is required before the agent licence is issued.

    1 hr 30 min · In person, proctored · Required for licensing

Refresher track

3 changes · 24 min · current v3.2

  1. Sagip Plan benefit ceiling raised

    Released Oct 28, 2026 with v3.2

    Before
    The maximum benefit was 50,000 pesos for the standard plan.
    Now
    The maximum benefit is now 75,000 pesos. The premium is unchanged.

    8 minute check

  2. Kabuklod Plan enrolment now needs the spouse's date of birth

    Released Oct 7, 2026 with v3.1

    Before
    Only the member's date of birth was collected at enrolment.
    Now
    The spouse's date of birth is required on the form. An enrolment without it is returned by the branch.

    6 minute check

  3. Revised commission schedule and new payout timing

    Released Nov 7, 2026 with v3.2

    Before
    Commission was paid at a flat rate in the month after enrolment.
    Now
    The rate is tiered by product, and payout moves to the second cut-off of the following month.

    10 minute check

Assignments, rules, and timing

Adjust who receives each track and when they must complete it. The summary updates immediately.

66

new track · 66 coordinators, 0 supervisors

886

refresher · 846 coordinators, 40 supervisors

Who receives a track

Rules and timing

Learners with less than 12 months of tenure or unfinished required training enter the New track. Everyone else receives only changes since their last completed version.