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Welcome to the AFLAC Pended Business on the Internet (PBI) Quick Reference Guide.

This guide shows how the new and improved features in PBI can be used to help you work more

efficiently and effectively. After reading this guide you will be able to use PBI to access

information about all New Business Applications that are in a pending status that fall under the

user’s specific writing number or hierarchy. You’ll be able to better track new business

applications as well as create better communications between the field force, the customer and the

New Business Specialist. You will be able to request images and send faxes from your desktop,

work in a real-time mode, as well as connect to the PBI system from a remote location.

We hope you find the information in this guide helpful and will keep it handy for future reference.

NOTE: If you are not familiar with any of the terms used on this page, please see the PBI Glossary located in

Livelink on the Aflac intranet.

To access the PBI system, Aflac employees must be logged in to the Associates portal located at:

Field Associates/Agents must access PBI through the Aflac portal. The Aflac portal is located at:

If you are an Aflac employee and you are attempting to access the PBI system when off-site or

from a remote location such as your home-office, PBI must be accessed via the Aflac portal.

If you are an Aflac employee and you are attempting to access PBI from another Aflac office

location, you will log-on as you would if you were sitting at your desk at your office location.

Aflac local log-in: You may be directed to log into PBI from the Aflac corporate portal, if so you

need to enter your Aflac “E” or “V” username and password when requested. If your Aflac login

does not work, it may have expired. If it does not work, you will need to contact your Aflac

helpdesk support team.

Aflac remote log-in:

1. Accessing PBI:

Screen Shot of the PBI Log-On Page Employee number : V02711 User belongs to Columbus User belongs to New York

Employee company access is : 03 Monday, September 25, 2006

Enter Writing Number

Submit

Select Company Number

01

Enter the writing number of the associate you want to impersonate

From the PBI access page you can find out all about the PBI system. There is a link to the PBI

Frequently Asked Questions, and the PBI Quick Reference Guide, as well as to other pages of

information about the PBI service and content of the PBI system.

You have three main options from here:

View Pended Business

Change Associate Selection

Administer Reason Code Actions

Once the associate’s writing number is entered, the default view is the PBI Search for a Pended

Application screen shot shown below. In order for the associate to view their associate pended

business applications, the associate must be located within the PBI View Pended Business

AppSearch screen. By default the AppSearch button is highlighted, it is here that the NBS and/or

Field Associate will select Pended Applications to search for a specific pended application or

resolved applications to view all Pended Applications that have been resolved or issued.

2. The PBI Access Page:

PBI has several (seven) search options:

Search by PBI Writing Number of the Agent who submitted the new business

Search by Applicant Social Security Number

Search by Applicant name including partial names

Search by City, state, zip

Search by Account number that the Applicant falls under

Search by transmittal number of the application the business was submitted on

Search by application number

You can enter search terms in any one of the listed search areas.

3. PBI Search Options:

New Business Specialists and Field Associates now have the capability of ordering their New

Business PBI application images and viewing those images at their convenience on their

computers.

These images can be requested and retrieved by:

A) To Request the image:

1. Once the pended detailed application information is viewed, click on the link that says:

4. Requesting PBI Images:

2. If your image request was successful, a pop-up box will appear stating: “Request

submitted” View Application Image Report to access application copy.” Click “ok”.

Please allow a 24 hour turnaround time to process image requests.

1.) In order to view the application image, you must first make sure you have Adobe Reader

installed on your computer, if you do not have Adobe Reader, you can install it for free by going

to Aflac Associate Services web page or by clicking on the “Get Adobe Reader” icon located at

the bottom of the page.

2.) Once installation of Adobe Reader is complete, click on the policy number of the application

you wish to view. The image should open.

3.) If the application image is not viewable a pop-up message will appear stating that the system

is unable to access your image and to please try again later. You don’t have to submit a new

image request, PBI will auto attempt the image request a few seconds later. If PBI is not able to

retrieve your image after the third attempt, the PBI system will automatically close your image

request. You will receive an Image Request failed attempt pop-up after each failure.

4.) To retrieve your image request, click on the “View Requested Application Image” link located

at the top of the PBI main “View By” menu

5. PBI View Requested Application Images:

5.) This will redirect you to the “Pended Image Report for Writing #” table where you are able

to either:

a.) Click on an application number to retrieve that application

b.) Click on a column header to sort the information within the table in either ascending

or descending order.

The PBI Associate Change Transaction allows the associates to correct some of their own

business through the PBI AppsDetail screen based on certain pend reasons. Applications that

pend for invalid Situation code, pre/after tax, and new or existing employee status qualify to be

corrected through the PBI Change Transaction. One or a combination of the specified pend

reasons qualify the pended application for the Change Transaction. If the application pends for

another reason in addition to the specified pend reasons the application will not qualify for the

Change Transaction since the application would still pend after corrections based on the other

pend reason that cannot be changed through the Change Transaction. If the application qualifies

for the Change Transaction a Change Transaction link (Click here to correct application) will

be available on the PBI AppsDetail screen below the current link to request an image.

6. PBI Corrections and Change Requests:

Once the associate clicks on the link to make corrections a Change Transaction popup will be

displayed to allow the associate to correct the application. Once the Change Transaction is

submitted through PBI the application/policy will be ran through the New Business (NB21)

system with the applied corrections. If the application runs through the New Business process

cleanly without any errors the policy will appear on the PBI resolved application list as an issued

policy. If the application pends again the application/policy will appear back on PBI pended

application list where a New Business specialist will again need to work the application. A

pended application will be worked by a New Business specialist to assign new pend reasons for

the application.

PBI provides contextual help:

Click on the Need Help menu button on the PBI main menu to access the Associates PBI

Quick Guide, the PBI FAQ, and the PBI System User Guide.

7. Further PBI Help:

The Associates PBI Quick Guide offers instruction on how to use the new enhanced PBI

features and functions. For more training please contact the Aflac Training department.

The PBI FAQ page provides answers to some of the more common questions that PBI

users have? If you have a question that is not listed feel free to email your question and

suggested answer to:

There is also a detailed PBI System User Guide that offers full instruction on how to use

the PBI system.

By accessing the Associate Guide Glossary you can obtain easy access to most terms and

acronyms that are frequently used.

You can also walk through the process of resolving Pended Applications and Submitting

Changes and Corrections using PBI, without having to call the training helpdesk.