Data Entry

Agent & ING Pro

100

This is the level for the National Account

What is level 8?

200

This is where you can find the Agent % split. E.g. 50%/100%

What is the Agent Report Page?

300

Clicking on this in ING Pro will tell you how we will contact the GA. E.g. Fax/Email etc.

What is Communication Preferences?

400

These are possible reasons as to why Adminserver will not accept your agent # when adding the writing agent roles.

What is: - the agent number was mis-typed/spaces included? - the number being used is NY only/not NY? - you are trying to add SSN? - your computer crashed?

500

***Agent Bonus Challenge***

***Agent Bonus Challenge***

AdminServer

100

This tab is where you enter the product, term length & face amount.

What is the Policy tab?

200

I do this when the Activities tab shows a yellow triangle with an error message.

What is email Matt with the policy number and a nice message like "Please can you clear this error?"?

300

This is the process to add Estate of the Insured.

What is primary/contingent bene>find>drop-down Other>find>select radio button for Estate of the Insured?

400

This is where I alter SSN, Name and DL# for an existing client.

What is Client Role>Activity>ClientNameChange?

500

I look out for these activities in the Activity Tab before processing my Case Transfer.

What is CMInitialAssignmentInfo and UWAssignmentInfo?

WISE

100

You see a symbol to the left of the WISE ID for an item in the queue.

What is locked?

200

Make sure these are correct so we know what the document is.

What is Doc Type/Doc Detail?

300

These are the steps you take when the case is an informal.

What is clear policy number field>Action:Return to Queue>App Type:Informal>Submit?

400

An HIV form is received which states there should be 4 pages, the sign page is page 2. We only have pages 1 and 2. (Hint: IGO/NIGO?)

What is In Good Order?

500

The policy has labs and exams and looks complete. These will be my WI sub-status and action.

What are UW 1st Review PP & Move to Underwriting?

Product

100

These factors make the case advanced.

What is over $1m and/or proposed insured is 61 years of age or older?

200

The ABR is not available in this state.

What is Oregon?

300

The requested rating class can be found on these documents.

What is Application, Illustration and cover sheet?

400

Applications with these products are marked as CNB and returned to queue.

What are UL, VUL and GDBUL?

500

This rider is not available to people over 55 years old.

What is the Waiver of Premium rider?

Coachware & Other Stuff

100

My QC's should be looked at and corrected within this timeframe.

What is asap?

200

If the Proposed Insured is 17 or under select this product.

What is ROPE?

300

This is what I do when the application shows a DOB of 08/04/1971 but the HIPAA shows 08/05/1971. All other details are the same. We have no Lab Slip for clarification.

What is use the DOB from the App and add an outstanding Reply to memo requirement with an agent message asking for confirmation of the DOB?

400

This is how I complete my tracker and send it.

What is: - Policy number/Nat Acct/GA/Missing Reqs etc? - Send Remote? - Send to Gayle, Matt, Neil, Chris, Amanda? - Include notes in email about other things worked on(e.g. QC's/return to queues/meetings/training)?

500

***Coachware Challenge***

***Coachware Challenge***