L&C
An agent showing ________in vue, cannot pay their renewal fees.
Terminated
Effective date changes can be request _____time and only during the ________period.
one, free look
What is reason code, if agent needs to update their resident address?
NA
What status should you be in to take calls?
Available ACD
When you get held over on a call, you must ________your schedule.
Deviate
What is appointment fee in Florida for a producer?
60.00
Effective dates can pushed out _______days.
90
What is the reason code if agent needs assistance with running a quote and viewing the brochures?
BS
What status should you be in if you need to step away from your phone?
Personal
How long must you go past your scheduled event to be allowed to deviate?
5 minutes
__________, could be weekly, if set up on direct deposit.
Commissions
The WD date is based on the ________filed on the premium file attachment.
date 2
What is the reason code for an agent having application signature issues?
BA
What status should you be in if you have a meeting scheduled?
Meeting
What system sends you prompts, when you have a had a customer on hold too long?
Intradiem
If commissions are are on direct deposit, we deposit weekly on _________.
Tuesdays
Withdraws should always be attempted using the_______before manually being done in facets.
CSR Portal
What is the reason code for an agent that wants to go over their most recently commission statement?
CM
What status should you be in at the end of the day?
Logged out gone home
What system is your schedule housed in?
IEX
What is the Reason Code for someone getting contracted for the first time?
LI
If the agent calling and is not the aor on a facets policy, we need to advise them to have their customer contact what number?
800-657-8205
Why would an agents commission be prorated?
Bc the policy is housed in facets and it did not start on the 1st of the month.
After you changed your status to logged out gone home, What is the last step?
You must fully exit out of the phone system
Where do you put in PTO on IEX?
Time off Manager