Philam Plans

A BRIEF HISTORY

PHILAM PLANS, INC. was incorporated on December 26, 1988. On August 31, 1989, the SEC approved the recognition of Philam Plans, Inc. as a dealer in securities, paving the way for the company’s introduction of its pension, education and memorial plans in the Filipino market. The company is an affiliate of Philamlife, the leading life insurance company in the country, and American International Group (AIG), the world’s leading insurance and financial services organization.

Guided by its commitment to international business standards and outstanding
professional management principles, Philam Plans garnered the number one position on only its 6th year of operation, a feat unequalled by any pre-need company in the country. It has since stood out as a dominant player in the pre-need industry, reason why it was cited the Most Outstanding Pre-Need Company twice by the Consumer’s Union of the Philippines. It is the undisputed Number 1 Pre-Need Company by market value since 2002.

We, at Philam Plans, Inc., count the following major accomplishments as evidence of our success:
We dominate the pre-need industry. We are the undisputed leader in providing pension plan for five straight years!

Philam Plans is the firs pre-need company to be a member of the Life Office Management Associateion (LOMA), a global organization providing expertise in different fields of financial services management..
We are the first pre-need company awarded the certification for ISO 9001-2000 version, proof of our world-class capabilities and compliance to internationally recognized quality standards.

Today, Philam Plans continues to re-affirm its leadership in the pre-need industry, drawing strength from its dedicated employees and highly motivated sales force. It continues to innovate through customer-driven products and services while investing heavily on information technology to be responsive to the needs of its planholders.

Today, tomorrow, for all times, Philam Plans commits itself to the future of Filipino families.


Vision Statement

Philam Plans sees itself as the undisputed leader in the pre-need Industry, the leader in providing quality financial services, products, and innovations, the pre-need plan of choice in the pre-need market, and the most stable and most profitable pre-need company in the Industry.

The backbone of this vision is a set of core values, customer satisfaction, teamwork, integrity, professionalism, innovativeness, excellence, commitment, dynamism and compassion.

Mission Statement

We aim to contribute to the fulfillment of the economic and social well- being of the people by promoting the concept of preparedness through pre-need planning.

We will be the undisputed leader in the pre-need industry by providing excellent customer service and by continuously developing and marketing the highest quality products responsive to our clients’ needs.

We will constantly strive for total customer satisfaction, fair rewards to and recognition of our employees and agency force, and equitable returns to our stockholders.

We will achieve and sustain continuous growth by the practice of teamwork, innovation, and the highest-standard of professionalism and personal integrity.



Who are we?

Philam Plans Inc. (‘Philam Plans”) is a world-class pre-need company wholly owned by the Philippine American Life and General Insurance Company (Philam life). We are a member company of the Philam Group of Companies and American International Group, Inc. (AIG).

Philam Plans provides financial products for our client’s future needs such as funds for retirement, education, and memorial services.

Where are we?

Today, Philam Plans has 69 offices in the Philippines. The following is a list of addresses and telephone numbers of our Metro Manila and regional offices nationwide.

What we offer?

Providing you the Opportunities to live your Dreams Today! Philam Plans offers various savings programs tailored to address specific financial needs in the future. Termed as pre-need plans, these programs constantly evolve to ensure that each of the market’s life stage are well-prepared for.

Job Description

Since I started to apply as trainee in phi lam plans company in cubao branch, In the office of my boss in Lee/chuck associates, the daily time that I'm doing in the said table, the secretary was doing a report for the boss, and the agency manager and agents was discussing of was they doing to the place where they went to sell the units.
All of task are repeatedly done, the secretary taught me how to call in the call center to check the policy status of the plan holder...In my on the job training I successfully done my hours.


WORKS

July 07, 2008
Monday

WORKS
First time that I can do in my on the job training is to file the ORC and the the longevity bonus of the agents.

July 08,2008
Tuesday

WORKS
I continue my filing and arranging the names and date that I'm going to file.

July 10, 2008
Thursday

WORKS
It's my whole day in my on the job training First that I'm going to do is to compiling the Statement of Account of the agency Manager and their agents.

July 11, 2008
Friday

WORKS
Filing again and arranging the document file of the Agents.

July 12, 2008
Saturday

WORKS
I'm going to continue arranging the ORC and SOA support of the the clients and the agents.

July 14, 2008
Monday

WORKS
Paying the bills and arranging the ORC and longevity of their agents.

July 15, 2008
Tuesday

WORKS
Arranging the Plan Index of the Agents and the O.R of the plan holder.

July 17, 2008
Thursday

WORKS
Filing and the agent brought me to the main office for approving the application of their client.

July 19, 2008
Saturday

WORKS
Filing the statement of account according to their Unit manager.

July 21, 2008
Monday

WORKS
I continue to file the statement of account of the client and agent.

July 22, 2008
Tuesday

WORKS
Cleaning the old papers of the clients and agents.

July 24, 2008
Thursday

WORKS
The agent have a meeting so I'm going to assist them and arranging the file cabinet.

July 28, 2008
Friday

WORKS
Filing and Official Receipt of the clients and their Units.

July 29, 2008
Saturday

WORKS
Filing and paying the bills to cashier.

July 31, 2008
Thursday

WORKS
Paying the bills in the cashier and Answering the phone calls.

August 01, 2008
Friday

WORKS
Arranging the plan index and recycling the the box for plan Index of the Plan holder.

August 02, 2008
Saturday

WORKS
Filing the Official Receipt

of the agents.

August 04, 2008
Monday

WORKS
Arranging the files in folder and put it to the filing cabinet.

August 05, 2008
Tuesday

WORKS
Paying the bills in the cashier and arranging the O.R of the agents and their units.

August 07, 2008
Thursday

WORKS
Filing the plan Index and computing the Premium and vat of the plan holder.

August 08, 2008
Friday

WORKS
Filing thee Statement of Account of the Agents and their Units.

August 09, 2008
Saturday

WORKS
Paying to the cashier and answering the Phone calls.

August 11, 2008
Monday

WORKS
Computing the premium and vat of the plan holder.

August 12, 2008
Tuesday

WORKS
Follow up the policy number of the plan holder. Writing the nme of the agent and their Policy number.

August 14, 2008
Thursday

WORKS
Arranging the old papers and kept it into empty box. Answering the Phone Calls.

August 15, 2008
Friday

WORKS
Compiling the new statement of account of the ageny manager and their units.

August 16, 2008
Saturday

WORKS
This is my last day so I complete my requirements in my on the job training.

GALLERY

The first photo is the office of my boss, second is me and the secretary of our unit manager, third is I'm filing the Official receipt of the agents, fourth is I'm checking the official receipt of the agents..... the last is me and my secretary of my boss......