Welcome to Cocolife's Referral Application for UCPB Bancassurance where you can conveniently send prospect referrals and view the status of these referrals online and offline!
In this app, your referral gets texted to your branch's Account Executive (AE) who can immediately contact you for more details. Your AE can use this same application to update the status of your referral anytime, anywhere!
Have fun using the app!
1. Updating Status to Submit - Application Number Field
•set maximum character to 12
•do not accept non-numeric characters
2. Referral Details – do not display “.” (Period) on Referrer’s Middle Name
3. Referral Encoding – Birtdate on display: NONE even with a valid Birthdate Info
4. SMS Format – for the RUPD
5. Fixed bugs for the following:
•Link to TopLogic Website
•Viewing of Terms and Conditions
Up to six family members will be able to use this app with Family Sharing enabled.