What is "After she passed stepped up—inform her that she will need to send a LOI in order to have this unlocked. Send a fraud template and include that the client is going to send a LOI and has passed LN and has now requested that this lock be removed." ?
I am not the owner of an account, but I can be verified and treated as if I am the owner.
What is POA?
Failed LN with CSR
What is a basic lock?
Voice is muffled, age of owner/insured is 98--yet voice sounds like a 20-30 year old.
Is a work management system that images incoming and outgoing correspondence and electronically routes and tracks work through our different business areas.
What is AWD?
What is Proofpoint?
You are only permitted to speak with the trustee and when you do you must verify:
Full Tax ID of trust, full address of the trust, insured DOB, and the email if one is on file)
What is a Trust owned policy?
What is a Fraud Template?
I am used when needing to verify a client who has two red locks in CVT due to client requested protection.
What is the one time passcode, Lexis Nexis, or enhanced verification?
What is Dual Factor Authentication (DFA)?
What is "After she passed stepped up—inform her that she will need to send a LOI in order to have this unlocked. Send a fraud template and include that the client is going to send a LOI and has passed LN and has now requested that this lock be removed." ?
I am over several accounts and policies at my corporation. I have called into the eservice line to be able to get help with logging in to see my employees plans.
What is a plan administrator?
Advisor book protected
What is an advanced lock?
The place I must be sent when a black listed number alert has been displayed on a screen as a call has populated into purecloud.
What is "ContactCenter-Life-Leadership and ContactCenter-Life-PerfSupport"?
What is EserviceEscalations@equitable.com ?
What is "You would take the client through Lexis Nexis, after she passes you would add her email address into CVT as her trusted contact. Once this has been added you would inform her that she will have to use her email address as the option to receive an email code—as we do not send verification codes to numbers that are not US phone numbers." ?
The life insurance policy is on my life, however I am not the owner of the policy. I call in to eservice to get information on the policy that covers my life, but yet no one is ever able to assist me.
What is the insured?
I am at a 5 and have now locked access out to the online account. I must be reset in order for a client to regain access to their account online.
What is the multi-factor?
What you do once black listed screen pop alert message comes up on a call.
What is place client on hold, do not assist, send email to ContactCenter-Life-Leadership and ContactCenter-Life-PerfSupport and wait for a manager/team lead to tell you what to do next?
What is Party ID Consolidation?
What is "Explain to the client that since their SSN is not pulling up correctly in our system, they will need to speak with either their agent or a representative in their service center to have their SSN corrected. You will also inform them that they will not be able to register until the SSN is corrected." ?
I am an authorized person on an account, yet I am not a POA. However there is a form on file for me to be able to get certain information on an account--the form can be located in AWD. I do not have the right to call in and get online account access.
What is a Third Party?
Global lock is red, Equitable lock is green. Client on the line needing a password reset. How do we verify?
What is confirmed fraudulent activity?
the requirements for a life insurance policy. Never transfer clients/policyowners to the new business team. Only Equitable Advisor can be transferred to the new business team.
What is New Business?