Acronyms
The acronym NM stands for this
What is Northwestern Mutual?
When the owner of a policy comes in and provides their name and policy number, these last two pieces of information are needed to authenticate them
What are the DOB and last 4 of the SSN?
A policy which has premiums that do not increase annually would have this word in front of the plan name on CSS
What is level?
This product uses a building block approach
What is Whole Life Plus?
The system used to look up a policy is called what
What is CSS/ Client Service System?
This is the acronym for Accelerated Care Benefit
What is ACB?
For these FR's, we do not need to ask their rep code as long as they are MFA authenticated
What are Forum reps?
This plan type has level premiums for 10 years but can last for up to 20 years
What is a level term 10?
This product is a UU series product that does not allow term
What is Whole Life One?
When a client has 1 term and 1 whole life policy that were both issued within 6 months of each other they are called this
What are companions?
The acronym CCS stands for this department
When someone who works for the CRC office calls, we need this piece of information to authenticate them
What is the CRC's name?
This is the minimum death benefit for a Term 80 policy
What is 100,000?
This 90 Life series does not allow additional premiums
What is NN?
This system houses all documents and communications housed inside of a case
What is Scout?
The acronym LAP or AP stands for this
What are additional premiums?
This is a type of restriction that a client can request to further protect their policies. To authenticate, we would need to locate this in CaseTracker
What is a password?
These plans have scheduled guaranteed premiums for up to 5 years
What are Term 80 and Term 10?
These are the minimum base amount and blended term amount for a Whole Life Plus product
What are 50,000 base and 10,000 blended term?
This system houses any underwriting documents or the client's life application
What is New Business Librarian?
While not quite an acronym, this term refers to a dividend when it is reducing the premium
What is net?
When you have a caller that is displaying suspicious behavior you should refer them to SIU (Special Investigations Unit) by filling this out
What is the red flag referral form?
A Term 20 may possibly be renewed if the insureds issue age was between 51-60 and they are not residents of this state
What is New York?
These 3 components make up a Whole Life Plus policy
What are base whole life, blended term, additional premiums and lump sums?
This department handles term conversions, rating reconsiderations, and does not speak to clients
Who is New Business?