Heroes
These are who Kory and Stevie are...
You didn't find the policy in TPP or Vision, this is your next stop.
What is TULIP?
I am your Electronic Filing Cabinet.
What is Vision?
This is the system you'll use when looking at "Producer Appointment Validation" is in ordered status.
What is Avatar?
An APS requests information for this amount of time.
What is 5 years?
This is the person dedicated to answering Call Me (Maybe) chat questions...
Who is the chat captain
This is the most common requirement when we are In Force - Outstanding.
What is PDR?
You may need to get this from Vision when automation fails and a document is received but did not flow to TPP.
What is DOC ID #?
This is the #1 Top Item for WFG agents to ensure they get their case off to a great start.
What is be licensed for the state you are selling?
This vendor processes labs
What is CRL
This is the app you'll use as your primary mode of communication at Nationwide.
What is Teams
This is the status TPP will show when we are waiting for Exams and Labs to be completed.
What is Pending UW Requirements?
This is where you Drag and Drop file and then label to get a DOC ID #.
What is Vision?
You need to collect this in case your call is dropped?
What is call back number?
This vendor is preferred for Exams and Labs.
What is APPS?
These are the motivations people cite when wanting to protect their loved ones financially, cover final expenses, or build long‑term security.
What are reasons to purchase life insurance?
This is the status when we have received all UW Requirements, but don't yet have a rate.
What is Pending UW Decision?
A policy has been In Force for a year, an agent tells you the client would like to be reconsidered for LTC.
This is the practice of "knowing" your client.
What is Field UW?
This vendor provides Medical Records.
What is EIS?
The Insured, Policy Owner, Payor, Beneficiary, Insurance Company, and Insurance Agent
What are Key Participants?
This is the status of a policy that has an issue date that still has items outstanding, like an Illustration, Amendment, and Premium.
What is INIF?
This is where you check status of Policy Adjustments, Conversions, and Reintatements.
What are Vision Notes?
I receive this when I applied Preferred Plus but get approved at Table D.
What is Adverse Action Letter?
A doctors office wants this when they do not accept electronic signatures.
What is a Special Authorization?