Departments
This department supports in force policies and can process credit/debit card payments.
What is Service?
Unless a special state rule applies, iPipeline applications default to this type of underwriting.
What is Intelligent Underwriting?
This tool tells the agent, client, and Nationwide what product the client wants, what premium payment(s) are planned, and how it should perform.
What is an illustration?
This electronic application system is used by several partners, including Edward Jones.
What is Porch?
If a pending policy was not drafted initially but an initial payment is now requested, Service can take this type of payment.
What is a credit/debit card payment (within NACHA limitations)?
These representatives are product specialists and are Series 6 licensed.
What is Sales?
All New York applications require this type of underwriting.
What if Full Underwriting?
This department can answer product, benefit, suitability, living benefit, and rider questions.
What is Sales?
This system is used by the Phone Team to check application status for Porch partners?
What is Sureify?
Bank account or wire transfer payments for a pending policy are handled by this department.
What is Case Management?
This department facilitates agent licensed, manages certificates, and handles training requirements.
This iPipeline application features a shortened application and no medical questions.
What is Intelligent Underwriting?
When an agent says "quote", the representative should clarify whether the agent means this product selection tool or a risk assessment.
What is an illustration?
These are the 2 electronic application systems highlighted in our lesson content.
What are iPipeline and Porch?
If an ACH form is NIGO, the representative can us this method or DocuSign to help speed up processing.
What is email?
This department assesses risk for applications and help with general or complex risk assessments.
What is Underwriting?
This is the only electronic signature program accepted for applications; signature from programs such as Adobe or Google Docs are not accepted,
What is DocuSign?
Sales representatives provide information to help a Financial Professional make an informed decision, but they do not do this.
What is tell the Financial Professional what to do?
"Review Status", "Signature", and "Payment" are examples of status that can be checked in this system.
What is Sureify?
Before connecting an agent with an Underwriter, the Phone Team should gather details such as agent name, firm, age, gender, product, and this information when available.
What are height and weight?
For an urgent matter involving Case Management or Underwriting, and the assigned CM or UW is OOO, busy or unavailable, this person should be contacted.
Who is the CM Team Lead or UW Manager?
For WFG New York applications, this submission method is not accepted, the application must be submitted through iPipeline.
What are paper applications?
Requests for this many or fewer pieces of sales material can be handled by Sales, larger requests should go to the RIC/Wholesaler.
What is 10 or fewer?
an Edward Jones partner needs to submit an electronic application, then the Phone Team needs to check its status. Name the two systems used in this sequence.
What are Porch for submission and Sureify for status?
An agent has medications and medical condition and wants to know how a prospect may qualify. This is the type of conversation that should be connected to an Underwriter.
What is a risk assessment?