To Draft or Not to Draft
This is the transaction processed when a client or the field calls in to make the current due premium.
What is 1x EFT?
This is the most common deposit type. When the payer only wants to pay what is due when it is due.
What is minimum?
The system used to change the payer off ISA?
What is CDAS?
This prodterm system makes payments for policies on ISA.
What is ISA ACHG?
This system is where money lives.
What is FMS SAMS?
This action is required to process a draft over the phone when a policy is not on ISA.
What is open a basic isa?
The payer wants to have a consistent draft that is more than the required payment. Instead of the $137.54 that is due, they wish to pay $200.00
What is select?
When adding a policy this rule reminds us that the paid to date of the policy must be equal to or greater than the ISA Paid to Date
What is the golden rule?
Acceptable: The Buzz Lightyear
This system allows you to pay the bucket of an MCB.
What is ISA SALP?
This MK page will assist if you receive an "N/A at Vendor" message after adding the bank account information to the system.
What is BAV 2.0?
What is recurring EFT?
The payer wants to have a round number drafted, no change to make accounting easier.
What is minimum rounded?
This is the cheapest frequency.
What is annual?
This prodterm session will allow you to make multiple loan payments off ISA.
What is INS CASH?
This is the only payment / deposit type allowed on an ISA Basic
What is minimum?
This is where the payment goes if the client wants to do an extra payment for future expenses.
What is the surplus?
The field has indicated that the client has a surplus and they want the bill to be less than the required due for the next year.
What is Lower Than Min?
What is Quarterly?
This system is used to deposit to surplus when the ISA is on an MCB.
What is ISA SALP?
Acceptable: ISA ACHG
This must be happen to change the payer of a policy on ISA.
What is establish a New ISA?
Acceptable: Remove from ISA