CLAIMS 1
We will take calls on the following lines of business (CHECK ALL THAT APPLY)?
Brokerage/TIIG
Agency/CR
Louisville (LVL)
Life Pro
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On a Contestable Claim, who reviews all of the medical paperwork once it is returned to us from the providers?
Underwriters
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How long do we have to send out the IH paperwork once the first notice has been taken?
10 business days
Claim funds on a death claim can be directly deposited into a beneficiary's bank account.
False
In which system will you see the color indicator (yellow, blue, green or purple) letting you know that it is a call you will service
Platinum
If a death that occurs outside of the United States and the insured is a US citizen, in addition to the claim packet, what additional form is required?
Report of Death of an American Citizen Abroad
When would an assignee get paid on a life insurance policy
Before any money is sent to the beneficiaries
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When answering a call on the status of a claim, which icon in AWD will you click on to see who is the listed PB (Primary Beneficiary)?
Yellow Notepad
What is the fax number for Fast Track
908-325-0264
If a Claims Examiner determines that a policy has a low death benefit, only one beneficiary and we have proof of death we may process the Claim without the paperwork being returned. What is this called?
High Review
What is the minimum amount for us to send Fed Ex?
$1,000.00
What tool will we use to authenticate a caller who comes through as a Policy Owner or Agent on a living benefit first notice
Verification Job Aide
What 3 pieces of information is required on every call?
First and last name of caller, Relationship of caller, Phone number
On a disability policy, the client must elect an elimination period on the policy. This is the timeframe in which they must wait to file the claim. What options are available for an elimination period? (CHOOSE ALL THAT APPLY)
180 days
90 days
30 days
All calls must be documented. If the call is in regard to claim status, where is the call documented?
AWD
In which system will you see the call "pop" through with either a Green or Red box?
Control Panel
In which system will you request a 712 form?
AWD
How long will we keep the original copy of the death certificate on file?
90 days
A client is calling in and asking why it is taking so long to process a claim. You notice that it is in the contestable period. What would be one of the reasons it has not been completed yet?
Awaiting Medical documentation
What is the main settlement type the beneficiaries will have?
Lump Sum Payout
When looking for a CLAIM AMOUNT in AWD, and check is not yet showing, Which option would be the correct choice to look?
Red Icon / Click on U107
If you are taking a First Notice for a client on a Death benefit, what call category will you choose on the template in Platinum?
1st Notice - AWD