Misc
Name the 7 people that you will email when there is a maturity
What is Kimber, Jennifer, Hope, Brady, Amy, LaDonna, and Emily?
Place where you add a point of contact into the system
What is The CRM?
In the policy number, what is entered if an insured has 2 or more policies
What is multiple?
Reason for the airtable
What is to retrieve medical information and documents?
How do you always end your notes
What is your initials?
In ClariNet, where can you find the total NDB
What is External Valuation History?
What is typed in front of a number that is no longer in service
What is _ARCHIVE_?
For LRF, when adding a scriptcheck in ClariNet, what date is entered
What is the date that you ran the rx scan?
How often should your airtables be worked
What is once a week?
Typically, in what section of a contract will you find the obligations for the insured
What is Covenants?
When would you note that a point of contact is a POA
What is when the POA is reviewed and approved by Amy?
If a Rx scan has a LDOS as 3/7/2009, how do you save it in the insured folder?
What is Last name, First name - ScriptCheck 3-7-2009 ran 00-00-0000?
If a health status contacts ask details about the policy, what information do we tell them
What is nothing, due to the sensitivity of the information, we are unable to release any information about the business transaction?
What anount is enetered when there are multiple policies in different funds
What is total amount?
What information can be given to an insured that DID NOT sign the contract
What is carrier name, policy number, and name of current policy owner?
What amount is entered when there are multiple policies in the same fund
What is one amount?