FOLLOWUPs
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This distribution channel would require us to hold off on Cyberlife updates if commissions were advanced and there is a change in premium mode.
What is WFG?
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AWD stands for _________ ______ ___________.
What is Automated Work Distributor?
Name at least one other name that Cyberlife is referred to as.
PAS, Policy Admin System, Browser, CK4
Name at least one result of a FOLLOWUP work object.
Call Out, Close Out, Complete, Email Out, Initial
This result should be used if the NR requirement is in good order.
What is Complete?
Name a list one reason an ARRR would create.
UW ordered requirements after decision was made and case is in status other than UW OR UW provides a new offer or final decision on case other than in UW decision.
This is the Business area acronym for Core.
What is NBC?
This producer must be entered first in the General Producer tab.
What is the soliciting?
Comments in this section of the FOLLOWUP work object will automatically stamp the comments.
What is the Case Detail Notes?
This result should be used if the NR requirement is not in good order.
What is incomplete?
The acronym ARRR stands for this.
What is Appeal, Reopen, Reissue, and Reapproval?
This is the lowest position in the AWD hierarchy.
What is a source? (aka document aka paperclip)
This tab is where we can update Replacement Information.
What is plan tab (Options)?
The four subtypes of FOLLOWUP work objects.
What is Pre-Risk, RISK, Issue, DELV?
This change on an Edward Jones case requires a Midstream change.
What is an allocation change?
This type should be used on an ARRR when a change goes back to UW for review and UW reapproved case.
What is Reapproval?
This work item is considered the "master package" It contains all the associated work objects, documents, and information needed to process a case.
What is a TICKET?
This dropdown is updated to say Refused when single premium is wanted.
What is the Billing Option dropdown?
Name at least one step Case Managers should take to review outstanding requirements on a follow up.
What is review transaction grid or documents tab to determine which requirements are outstanding
This type of requirement should be looked for or created if we receive a document that requires Underwriter Review.
What is a RISK?
We should use this result on an ARRR if the work object should not have created.
What is Created in Error?
The blue "i" icon on a work item indicates what?
There is comments on the work item.
This risk class is used in Cyberlife for a juvenile insured.
What is Standard Smoker?