System Names & Function
Queues
Level Tenure
Onboarding
Contract Changes
100

Agent Lifecycle Management for short

What is ALM?

100

Where our work is located.

What is ImageRight?

100

The length of time a producer has been contracted at their current level with their current Upline.

What is Level Tenure?

100

The timeframe documents remain active for processing.

What is greater than 30 days from the received date, or 30 days from the signature date? 

100

The process that creates a Contract change packet. 

What is an econonboard is submitted and senses an active agreement and spawns a HOFMOC packet? 

200

The system that keeps record of agents contract history. 

What is Producer Manager aka PM?

200

Address change location. 

What is the Distribution Portal?

200

The timeframe a producer is able to change levels after moving to a new NMA. 

What is one year. 

200

The document that shows which state(s) the agent is wanting to be enrolled in. 

What is the RHA? (Relationship Hierarchy Addendum)

200

The documents needed to move to a Solicitor position.

RHA, release/ITM, Appointment Application

300

 Two places to look for submitted documents

What is known as ImageRight or IR, and in an econ packet? 

300

The first place to check for work that has top priority. 

What is EDC Onboarding/Contract changes level P2? 

300
The timeframe before a new producer can move levels with their upline. 

What is at anytime. 

300

Steve Warner signs which document. 

What is the Agreement between UHC starting at an agent level and higher?

300

The length of time a release is valid. 

What is 90 days from the signature date?

400
Where a packet begins. 

What is Producer's Express or PX?

400

The queue we access most when things slow down. 

What is the TSS queue? (Term Single State)

400

The level that needs permission from a specific field manager.

What is the FMO level and David Bauer?

400

Steve Warner's official title. 

Who is Chief of Sales and Distributor Officer?

400

The result of a principal onboarding with an upline that is different from his corporation's upline. 

What is Channel Conflict?

500
Where an Onboard begins. 

What is a home office individual one packet?  aka: HOINDIV1, 

500
Where a release may be located after receipt. 

What is the EDC Onboarding/Contract Changes>Missing docs received? 

500

The 2 levels that do not require waiting before moving.

What are Solicitor and Agent levels?

500

Name the documents needed for a new to UHC producer to onboard with Agent Pipeline, LLC at the agent level.

What is Relationship Hierarchy Addendum (RHA) Appointment Application, Background Disclosure, Agreement, W9?

500

The first action for a Corporation that does not have paperwork to move with it's principal? 

What is Start a 30 day term renewal packet?

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