F.I.T
You use your Ardis Login ID and Password to get into me.
What is FIT?
The first step in doing a Group setup.
What is Navigate to the Account?
After going to the Groups Account page you will navigate to this tab.
What is Profile?
A corporate action in which a company buys most, if not all, of another company’s ownership.
If an Erros tab is created you will be responsible for this.
This is the second selction you make for setting up a billing group.
What is Billing Setup?
Before adding a new Sort Group you will click me first.
What is Edit?
The Group did this themselves but now wants LFG to do everything.
What is Self to List?
You will get a Converge Census file by input me in the field.
What is Group ID?
I am an icon that you click on to get to the next step in the process.
What is a Gear?
The add option is found here.
What is the Gear?
The Group had LFG doing everything but now want to do it themselves.
You will send your file here is you receive an error when running the census, since you have a bad record.
What is the Mentor Inbox?
Under the Billing Setup, you will do this to me to indict what I am.
What is Name?
I must match each other.
What is Sort Group Code and Sort Group Name?
Any changes made to an inforce policy or contract after its original issuance that may or may not require member updates.
What is an Amendment?
You will run this to show the difference between your file and the groups.
What is a Comparison?
This is the final step when setting up a new Billing Group.
After clicking apply you select me next.
What is Save?