Misc
Name the 7 people that you will email when there is a maturity
What is Kimber, Jennifer, Hope, Brady, Amy, LaDonna, and Emily?
The 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 in different funds
What is multiple?
The request type that is used on the airtable when needing approval to send any documents
What is Insured Request?
The end of a note should always have
What is your initials?
In ClariNet, this is where you find the total NDB
What is External Valuation History?
The word typed in front of a phone number or address that is no longer current
What is _ARCHIVE_?
For LRF, when adding a scriptcheck to the documents in ClariNet, what date is entered
What is the date that you ran the rx scan?
Reason for the airtable
What is to retrieve medical information and documents but also to help with interaction between teams?
Another section in ClariNet that can be used for notes
What is Servicing Notes?
Typically, in this section of a contract you will find the obligations for the insured
What is Covenants/Representations/Warranties?
When would you note that a point of contact is a POA
What is when the POA is reviewed and approved by Amy or LaDonna?
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?
The frequency that airtables should be worked
What is once a week?
The most important question that should ALWAYS be asked when talking to a POC
What is the last time they saw/spoke with the insured?
The date that is used when you receive documents in the mail that does not have a date
What is the date on the envelope?
If a health status contact asks 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?
The amount that is entered when there are multiple policies in different funds
What is total NDB of all policies?
How should a verbal authorization be handled
What is 3-way conference call?
The date used when entering a Rx Scan that is over the 90 days
What is the date that it was ran?
The tab/section in ClariNet where you can find any major health issues reported
What is VULE?
What information can be given to an insured that DID NOT sign the contract
What is nothing, due to the sensitivity of the information, we are unable to release any information about the business transaction?
The amount that is entered when there are multiple policies in the same fund
What is total NDB of all policies?
When should a case be marked uncooperative/unresponsive
What is the completion of the Airtable Checklist?
Determine if the scenario is confirmed or attempted:
You call the insured and ask to speak with he/she and they ask why are you calling. You explain and they say nothing has change. You ask for more information and they state again that nothin has changed and hang up
What is attempted?