The department that handles creating a name record and basic data entry
What is Submit
100
This insurance lasts for a specific period of time, then expires
What is Term
100
This is a two page app that is sent to our AppAssist department upon receipt
What is RLI
100
This level of general agent provides administrative support for the agents under them
What is Level 30
100
Look at this screen to find out who would be the owner of a policy
What is Relationships
200
The department that scans all mail into the system
What is DPC
200
This insurance lasts for the life of the PI or until age 121
What is Permanent
200
This is a 12 page app that is sent to New Business upon receipt
What is Traditional
200
The writing agent is known as this level of agent in the agent hierarchy
What is Level 10
200
Look at this screen to find any emails on the policy
What is ETS
300
The department that decides on an UW class and approves the case
What is Underwriting
300
This is LGA’s contestable period after the case has been activated
What is 2 Years
300
This is a document completed solely by the agent. It askes questions about the nature of the PI's relationship to the agent, how the PI filled out the application, and if any type of fraud is suspected.
What is Agent Report
300
These two levels of agent continue to sell insurance but also receive commissions from the agents under them
What is Level 20 and 25
300
You would find a PI’s labs and MVR under this tab
What is Underwriting
400
The department that handles case management and acts as a liaison between the GA and underwriting
What is New Business
400
This free benefit exists to help the Insured pay for end of life expenses should they become terminally ill
What is Accelerated Death Benefit
400
On the traditional application, this is the form that the PI will fill out if they want to 'bind' coverage during the course of Underwriting.
What is TIAA
400
This level of agent runs their own insurance office and does not sell insurance
What is Level 40
400
You would look at this to determine if the case was appassist or traditional
What is Distribution Channel
500
The department who conducts an interview with the PI and orders all medical requirements
What is AppAssist
500
PIs should sign up for this benefit during underwriting in order to protect themselves should they become permanently disabled. The PI must pay a higher premium
What is Waiver of Premium
500
This is the type of application a PI would submit if their term policy expired and they wanted to switch to a permanent policy
What is Conversion
500
The level 40 agent is also called this, which means they are the head of their office
What is the Principle
500
These requirements show up in Green and are required prior to activation