New Business
A change to the original application that must be signed off on by the client
What is an amendment
Dedicated email address created for LIBRA agencies for status and other NB inquiries
What is lga-libra@lgamerica.com
A code used to identify the agent for servicing and commission needs
What is the agent number
The area where you can find all documents, forms, and communications
What is Inbound/Outbound Communications
Tip: Use search features to find what you're looking for quickly
What is the best possible rating for someone treated for Hypertension
What is Preferred Plus
A facility-specific form required to release medical information
What is a Special Authorization
Someone that you contact when a case is on fire and you need an escalation
Who is the Relationship Manager (Amy Carpenter)
What form is used when appointing an advisor with LGA
What is the BK23
The area of App Manager where all status notes including details of why a a case was approved other than applied for
What is Application History
Tip: Use keywords like "Underwriting" "rationale" or "Licensing" to find what you're looking for quicker
What is the best possible rating for someone with sleep apnea that is compliant with treatment for 6 or more hours per night for at least 1 year with no residual symptoms?
What is Preferred
This form is required for all William Penn (NY) applications, including ones submitted via drop ticket
What is the Suitability Form (PR116)
Someone who can assist with case management related delays, problems with requirements, and minor escalations
Who is the New Business Supervisor (Michael Ravenscroft)
Name of the process where an advisor isn't appointed until they submit their first application
What is Just in Time appointment
This area may give further insight as to what is going on with a pending application
What is Workboard
What is the best possible rating for someone with current anxiety (only, no associated depression or other mental health impairment), treated with 1 medication, well followed and well controlled?
What is Preferred Plus
The issue state is determined by where the _____ resides
Who is the Policy Owner
Contact this person when you need to discuss a pending case in detail including the reason certain requirements are necessary
Who is the Underwriter Tip: Underwriter name can be found in the upper right corner of the case in App Manager
NY regulation to ensure producers and insurers are acting in the consumer's best interest when recommending an annuity or life insurance policy?
What is Reg 187
Are of the Offer that allows you to change the face amount, term duration, or enable Save Age
What is Customize Coverage
What is the best possible rating for someone that has a history of alcohol abuse with 1 treatment over 10 years ago and no subsequent use?
What is Preferred
The latest Horizon enhancement that allows you to provide additional information for outstanding questions by LGA in the Advisor Portal
What is Agency Respond to Memo
The person you would go to if you need help with a new quote, matching a premium, or digital platform training
5024
What is the number of active LPL advisors
In App Manager, this button will give you access to respond to an RTM or Reopen a file
What is Enable Edit (blue button located at the top of the screen)
What is the best possible rating for someone with Type 2 Diabetes diagnosed at age greater than 50, Hemoglobin A1c <7, favorable lipids and no complications?
What is Standard Plus