System Names & Function
Agent Lifecycle Management for short
What is ALM?
Where our work is located.
What is ImageRight?
The length of time a producer has been contracted at their current level with their current Upline.
What is Level Tenure?
The timeframe documents remain IGO (In Good Order) for processing.
What is greater than 30 days from the received date, or 30 days from the signature date?
The process that creates a Contract change packet.
What is an econ onboard is submitted and senses an active agreement and spawns a HOFMOC packet?
The system that keeps record of agents contract history.
What is Producer Manager aka PM?
Address change locations
What is Distribution Portal & PCL
The timeframe a producer is able to change levels after moving to a new NMA.
What is one year.
The document that shows which state(s) the agent is wanting to be enrolled in.
What is the RHA? (Relationship Hierarchy Addendum)
The documents needed to move to a Solicitor position.
RHA, release/ITM, Appointment Application
Two places to look for submitted documents
What is known as ImageRight or IR, and in an econ packet?
Queue and priority level with the most importance
What is EDC Onboarding/Contract changes level P2?
The timeframe before a newly onboarded producer can move levels with their upline.
What is at anytime.
Kim Farner signs which document.
What is the Agreement between UHC starting at an agent level and higher?
The length of time a release is valid.
What is 90 days from the signature date?
What is Producer's Express or PX?
The queue we access most when things slow down.
What is the TSS queue? (Term Single State)
The level that needs permission from a specific field manager.
What is the SMO level and David Bauer?
Kim Farner's official title.
Who is Chief of Sales and Distributor Officer?
The result of a principal onboarding with an upline that is different from his corporation's upline or vice versa.
What is Channel Conflict?
What is a home office individual one packet? aka: HOINDIV1,
Where a release may be located after receipt.
What is the EDC Onboarding/Contract Changes>Missing docs received, the producer's IR file along with their contracting docs, or if a principal, in the corp's page or vice versa?
The 2 levels that do not require waiting for a year before moving up or down
What are Solicitor and Agent levels?
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?
The beginning of the channcel conflict process
What is Start a 30 day term renewal packet?