DBASE
How do you set a reminder?
Follow Ups
The calculation completed when a group is ours and there are >10% savings after last look
Underfunding
Where do you find the carrier AE aligned with the advisor?
Current In Force List
The type of advisors we do not go back for last look for
Essential
What is BIF?
Business In Force
What marketing status do we use when the AE is going to send it back to the advisor for review
Hint: the rates haven't been reviewed yet
Sent to AE for advisor review
How do you tell if an essential advisor has "bought up" with an increase?
Check the Firm page, history tab
How do you find RBC and Beneva's TLR
90-3.5-commission
What is the most important area on dbase to check before sending out an RTQ
FIRM NOTES (General and Marketing)
The threshold % we assess whether going back for last look or sending to renewals to negotiate
5%
If already negotiated and under 5% we still go for LL
If it hasn't been negotiated then we send back to renewals
What is the HCSA fee for:
MLI
BBD
SL
CL
8%
8%
8.75%
8%
What carriers renewals are pulled by the BOT and where are they found
CL
MLI
SL