If the agent calls in and accepts an offer on a UL policy, we need this document first.
Illustration
100
This is found in the data pages underneath the list of years if we are receiving the funds after placement.
What is a 1-2 month delay in receiving the 1035 funds? -- if this has a "0" month delay, we will wait to issue until we have the funds
100
This is icon created when the client wants to change the plan, increase the face amount, is answeing a "RPL" requirement, or wants close the case (and there is no Approval Icon on file).
UWInfo
100
For Tan Career, this is only needed when table rated.
What is offer acceptance (does NOT include Standard Express ratings)
100
This is the first thing you should be looking at when trying to answer an agent's question or finding out important information on a pending policy.
Case history.
200
In order for us to not need a signed and dated illustration at issue, either of this must be submitted signed and dated and correctly filled out with the application.
What is a Custom Illustration or Illustration Certificate/Notice.
200
We will backdate the policy when going to issue according to the date on this.
The 1035 exhange check - seen under the Accounting Icon that looks like a money sign
200
This should be created at UWreview if there is a severity 2 error on the 61e4 screen and/or the application shows the client is replacing or has exisiting insurance and the issue state is a NAIC replacement state.
Replacement Icon.
200
This is last step an issue processor does before going to Webscreen, especially when an agent hold pops up in Auto Issue.
Revalidate
200
When emailing out for additional requirements at UWreview, Follow up, Issue, and Placement - the requirements need to be here too.
Auto Issue.
300
These nine states never need to have the word revised on the illustration or need it signed.
What are Florida, Georgia, Arizona, Arkansas, Indiana, Tenneessee, Virgina, Wyoming, District of Columbia.
300
If the policy is approved less that applied and it's a 1035, a(an)_____ will not be requested in order to issue but a (an) ______ will be.
Illustration/amendment.
300
This should be created when the policy has issued and changes are being made.
What is a Reissue Icon (when should it be sent to new business queue vs. uw queue and how do we send to uw queue?
300
If a policy is issued at there are no outstanding requirements, this should be created.
Delivery truck.
300
What four things need to be verified when a caller calls in to talk about a pending policy?
Agent Id, Office Id, Name, Relation to case (if not agent)
400
Illustration rate lock date 10/10 and interest rate 1.25% - we received an illustration with rate lock date 10/2 and interest rate 1.10% at issue - do we request for a new illustration or issue?
Issue.
400
You can find the status of the 1035 exhange here.
The history of the 1035 exhange icon and the emails attached.
400
When taking information over the phone or via email and the agent is answering a pending question, these 4 things should be done.
Note history, create work/flip icons, match off requirements and attach emails
400
For a policy to be printed and the amendment ready to send to agent, BOTH of these must be in passed/end status.
What is the approval icon and the preprint icon?
400
This team needs to be notified when changing from a TransACE to a Term product, or vice versa.
What is the Indexing team?
500
With the possibility of changing week to week, determined by the In Good Order Submit Date, this is announced on Wednesdays and is effective for the following week.
Rate Lock Interest Rate
500
Once this is received, a new illustration is needed before issue.
The 1035 funds, and the amount on the illustration must be exact and a 0 month delay.
500
When answering a question on replacement compliance, what icon in AWD should be created?
None. Flip the replacement icon already created to "Fupcheck" and make sure noting history/attaching emails.
500
At issue, ____ and ____ should not be verified if they are missing or unclear on the exam
Social Security Number and exam questions.
500
When seeing "Primary Beneficiary, Jon Jones, relationship parents" on the e-application, what should be verified.