Insurance Commission

Agent’s Computerized Exam

(IC ACE)

Procedure and Guidelines in taking

Licensing Exams at the Insurance
Commission
Insurance Commission – Agents Computerized
Examination and Confirmation Guidelines

1. Pay Exam Fee. Payment should be coursed through any of Sun Life's Client Centers and the
following must be indicated:
 Purpose of Payment (Particular): IC-ACE Examination
 Remarks: IC-Exam (56225) Trad and VUL or Trad only or VUL only
 Payor: Name of Recruit/Examinee and Branch
 Amount: PhP 1,010.00 Trad
PhP 1,010.00 VUL

2. Email COMPLETE requirements (Trad and/or VUL) to Licensing Exams Associates concerned (see
slide 12) and attach the following scanned documents:
For IC-ACE:
 Completely filled-out IC- Information sheet (available at the Branch)
Insurance Commission – Agents Computerized
Examination and Confirmation Guidelines

 Official Receipt of IC- Licensing Exam Fee (From item #1)

 2x2” ID Picture in business attire, with white background and name plate.
 Insurance Concepts Certificate of Completion – Trad and VUL or Trad only orVUL only
(Depending on type of exam to be taken)

3. Licensing Exams Associates will assign the exam schedule based on the available slots in the
IC-ACE system. Please note that Thursday is the weekly cut-off. Requirements received on a Friday
will be processed on the following Monday or the next immediate business day. Send Request two
weeks prior the exam date.

4. IC-ACE system confirms the recruit's exam schedule.

5. Licensing Exam Associates will forward the following details to the recruit's indicated
email in the information sheet:

exam date and time

IC-ACE user name and password
Certificate of Authority (CA) Application Form (Licensing Application Form)
Insurance Commission – Agents Computerized
Examination Schedule and Confirmation Guidelines
6. On the exam day, recruit should bring all the necessary documents to the
Insurance Commission:
 Government Issued ID (Driver’s License, SSS, GSIS, PRC Card)
 Barangay or NBI Clearance
 Official Receipt of Payment
 Insurance Concepts Training Certificate
 Printed email confirmation with username and password

7. Take the exam. Result/s will be released right after.

8. If the recruit fails the exam, there are two options:

Same day retake at IC

OPTION 1: If slots are available, the Insurance Commission can schedule a same-
day retake and payment amounting to PhP 1,010.00 should be paid directly to the
Insurance Commission.
Insurance Commission – Agents Computerized
Examination Schedule and Confirmation Guidelines

Retake on a different day

OPTION 2: Retake on a different schedule must be coursed through SL, following

the same IC-ACE procedure:

Payment of examination fee in the amount of PhP 1,010.00 in any Sun Life
Client Center.
Re-take examination date will still be subject to schedule availability.

Exam results should be included in the ACM file together with other requirements.

***Same procedure for Cebu and Davao IC-ACE handled by Recruitment Specialists***

Note that as per Insurance Commission, once the recruit has been confirmed for a
IC-ACE exam date, cancellation nor rescheduling will not be possible, exam fees will
be forfeited.
Licensing
Special Exams
Procedures and Guidelines
Insurance Commission – Special Exam Schedule and
Confirmation Guidelines

1. Check email from Agency Recruitment & Licensing (Licensing Associates) on Special Exams
Schedule.

2. Recruits must complete Insurance Concepts Training for Trad and VUL.

3. Pay the exam fee amounting to Php 1,010.00 (per exam) to any of our Sun Life Client Centers.

Please indicate the following when paying:

 Purpose of Payment (Particular): IC Examination

 Remarks: IC Special Exam Fee (56225) Trad and VUL or Trad Only or VUL Only
 Payor: Name of Recruit/Examinee and Branch
 Amount: PhP 1,010.00 Trad
PhP 1,010.00 VUL
Insurance Commission – Special Exam Schedule and
Confirmation Guidelines

4. Send an email to concerned Licensing Associate with the following details: (see Slide 12 for
contact person)
– Email Subject: Request for Special IC Exam _(venue)__
– Message:
• Complete name of recruit/examinee:
• Branch:
• Manager’s Name:
• Type of Exam: Trad Only, VUL Only, or Trad and VUL
• Date of Special IC Exam
• Attach scanned copy of the following:
a.) OR for the exam fee/s
b.) Insurance Concepts Training Certificate/s
Insurance Commission – Special Exam Schedule and
Confirmation Guidelines

On the exam day, recruit should bring the following documents:

 Filled-out Walk-in Application Form with 1x1 picture (available at the

Branch)

 Government Issued ID (Driver’s License, SSS, GSIS, PRC Card)

 Barangay or NBI Clearance
 Insurance Concepts Training Certificate/s
 Ballpen
Insurance Commission – Special Exam in Schedule
and Confirmation Guidelines

 Exam results will be forwarded to recruit’s respective branch and it should be

included in the ACM file together with other requirements

Note that as per Insurance Commission, once the recruit has been confirmed for a
specific special exam date, cancellation nor rescheduling will not be possible,
exam fees will be forfeited.

*** Insurance Concepts Training (Trad and VUL) is a prerequisite to

Insurance Commission Licensure Exam***
Annex A
Contact Persons:
Territory 1 and Territory 3 ( Metro Manila Special Exam and
Metro Manila IC-ACE Exam )
To: Emmanuel S Mallillin II <Emmanuel.MallillinII@sunlife.com>
Cc: Jose Louie Lester B Mamaril
<JoseLouieLester.Mamaril@sunlife.com>

Territory 2 ( Metro Manila Special Exam and Metro Manila IC-

ACE Exam )
To: Jose Louie Lester B Mamaril
<JoseLouieLester.Mamaril@sunlife.com>
Cc: Emmanuel S Mallillin II <Emmanuel.MallillinII@sunlife.com>
Thank you!