Billing
What number do we use to pull up a customer billing in Max?
Financial Account ID or FID
What system is used to verify customers, Access their Policies, and View their Policy Rules?
Max
What is Portability?
The continuation of a EE policy that have left their ER and decides to continue their life insurance and pay directly to us.
What Department do you transfer to if someone is calling to report a death on a Group Term Life Policy?
EB Life Claims
In what State of the US do Terry and Stephy stay in?
Arizona
When a customer request to go on automatic payment what is the process called?
Electronic Funds Transfer or EFT
What system is used to View groups Special Handling Instructions, and Info on the Group?
C@AG
What Portability Type ask questions to decide if they can port or will have to convert, and have the options to port 100%, 75%, 50%, and 25%?
Port Choice
What Department do you transfer to if someone have a policy beginning with CAC?
SHB or Compass
What does "HSCC" stand for?
Health Solutions Contact Center
Who would be allowed to make a Payment on a Policy Owner's Policy?
Anybody who verifies account and is authorize to make a payment with the bank account
What System is used to create Tasks, Call History Notes, View Group Certificates and view Documents sent out?
Task Manager or TM
What Portability Type answer Health Questions to get Preferred or Standard Rates and allow to port 100%, 75%, 50%, 25%, or 10%?
Port Select
What Department do you transfer to with a policy that begins with PWR and calling about questions on their policy?
Voluntary
Who is the Director of HSCC?
Cindy Roller
What Billing Cycles are offered for Group Policies?
Monthly, Quarterly, Semi-Annually, Annually
What system is used to Receive Calls, Make Outbound Calls, and View your QA's?
Genesys Cloud
What Port Type keep the same rates as they were with the ER and have a max age to Port Basic Life at 59?
Port Plus
What Department do you transfer to with a PO with a policy beginning with PWR and needs to file a claim for life?
EB Life Claims
What was Voya name before it was Voya?
ING
What are the 3 types of billing methods?
Direct Bill, Detail Bill, SA or Self Administered
What system is used to make payments and verify checks?
Peoplesoft
What Port Type Keep the same rates as ER and have the max age to port any coverage at age 69?
Port Advantage
If someone is calling about Disability is that automatically a transfer to FSRMS?
No
DOUBLE JEOPARDY!!!
What are the names of Voya Mascot Animals and What are they?
Vern the Rabbit and Val the Squirrel