New Business
Where do I go when I need help with
Get Paid
Application Manager
Guess that Underwriting Class
100
A change to the original application that must be signed off on by the client
What is an amendment
100
Use this email address for status inquiries on Banner cases
What is onlineapp@lgamerica.com
100
The best way to contact Commission Accounting
What is sending an email to commission@lgamerica.com
100
The area where you can find all documents, forms and communications
What is Inbound/Outbound
Tip: use search features to find what you are looking for quickly
100
The best possible rating for someone treated for Hypertension
What is Preferred Plus
200
A facility-specific form required to release medical information
What is a Special Authorization
200
Best person to contact for operations related education/training requests and help with cases is on fire / urgent escalations
Who is the Relationship Manager / Lynn
200
This occurs when premium is returned to a policyholder that an advisor received commission on
What is a chargeback
200
The area of App Manager where all status notes including details why a case was approved other than applied for
What is Application History
Tip: use the Search to find what you are looking for quickly, key words, underwriting, rationale, licensing
200
The best possible rating for someone with sleep apnea that is compliant with treatment for 6 or more hours per night for at least 1 year with no residual symptoms
What is Preferred
300
This form, introduced in 2019, is required for all William Penn applications, including ones submitted via drop ticket
What is the Best Interest and Suitability Disclosure form PR116
300
This person is who to go to when assistance is needed with case management related delays, problems with requirements, minor escalations.
Who is the New Business Supervisor / Michael Ravenscroft
300
Commissions are not paid on this type of flat extra that is less than 6 years
What is a Tempoary flat extra
300
The area of the Offer that allows you to change the face amount, term duration, or enable Save Age
What is Customize Coverage
300
The best possible rating for someone with current anxiety (only, no associated depression or other mental health impairment), treated with 1 medication, well followed and well controlled
What is Preferred Plus
400
The issue state is determined by where the ___ resides
Who is the Owner
400
Contact this person when you need to discuss a pending, postponed or declined case in detail.
Who is the Underwriter
Tip: Underwriter name can be found in upper right corner of case in Application Manager. If you do not know who the underwriter is you can contact the Underwriting Manager, Jill Winkleman
400
The Number of years a term policy must be in force before full commission will be paid on an internal replacement
What is 5 full years
400
This area may give further insight as to what is going on with a pending application
What is Workboard
400
The best possible rating for someone that has a history of alcohol abuse with 1 treatment over 10 years ago and no subsequent use?
What is Preferred
500
The latest enhancement that allows you enter the additional information into the Advisor Portal
What is RTM or Respond to Memo
500
Go to this person if you have education/training requests, questions about product, help with matching a premium, and illustration assistance.
Who is Martie, Internal Account Manager
500
Full commission is paid either in the first year or over a 10 year period based on when this is completed
What is a Term Conversion
500
This button will give you access to Respond to a memo or Reopen a file
What is Enable Edit
Blue button located at the top of the screen
500
The best possible rating for someone with Type 2 Diabetes diagnosed at age greater than 50, Hemoglobin A1c <7, favorable lipids and no complications
What is Standard Plus