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The one state we cannot automatically order an MVR for
Hawaii
What format must a document be in for it to show in the available options for completing a replacement package
'MGP is not equal to or greater than MMP'- NIGO or Activity?
NIGO (as of April release)
AG 49 was part of this monthly release
April
Ascend's first pilot agency
PFA
True or false:
Client's name on application tab and the long name field are linked.
True- This means if you update the client's name on application, you have to go back and review long name for accuracy before issuing
When requesting an illustration as an FOD which category do you select the illustration from?
FOD or Case Manager
Case Manager
Name the new requirement to be used when the Case Manager needs additional information
Additional Case Manager Info Needed- Previously Request for Additional Information but this requirement does not reflect on the Agent Portal
The 2 newest inbox columns
Agent number and money in suspense
The place where current defects and workarounds are housed
Discovery Dashboard
What are the first 2 steps to handle 'APS Order Failed' Activity
1. Check to make sure all fields are complete
2. Check to see if HIPPA requirement is in a completed status
If you need an updated amendment or have made changes to an amendment, what action do you need to take
Generate a new amendment on the EXSISTING requirement (Do not create a new amendment requirement)
If an activity is not needed, this action should be taken
Cancel- Completing certain activities is the trigger point for many of our Ascend automated workflows such as automatic amendment generation
With the AG 49 changes in the April release, this is needed if the app signed date is after 4/29 and the client wants the old rates
Leader approval
You would submit this should you encounter an error or something seems not to be working as expected
BST SNOW Ticket- can be found in Teams Channel header
What 3 tabs could you select and view a document
1. Activities tab
2. Requirements tab
3. Documents tab
Scenario: If client is not replacing existing coverage and you see a replacement NIGO _________ is how you would handle it
Go to CM worksheet, Transfer tab,
Which should you complete first:
Requirement
or
Activity
Requirement (When we complete a requirement, the corresponding activity will also complete. It does NOT work in opposite)
What column in the inbox will help you when completing a same day pay
Money in Suspense
Of the 2 auto closure buckets, _________________ is actually closing cases:
14 day Approved/OTA
or
50 Day Wait Requirements
50 Day Wait Requirements
What note is added to the notes tab when a policy is issued to the admin?
PAS case issue
You have to go to the CM worksheet and hit this button every time agent validation is updated.
Recalculate Premium- If not, agent will not receive submit commissions
If you get the MGP NIGO (insert name), what tool can you use to determine what rider is chosen that may be causing NIGO
1. Illustration
2. DBPR or GFR
On the monthly release notes, what does the retroactive status tell you and how would you use it to determine if a defect is still happening
What is the most important step when doing a same day rewrite
Rewrite Indicator=no