Critical Delivery Reqs & Limited Delivery
This "rating" or a flat extra would be considered critical.
What is a table rating?
This tab shows the producer's information (SAID code, Commission option, and percentage.)
What is the General Producer's tab?
This tab in AWD is where Proper Form date and time is added.
What is the Summary Tab?
Standard delivery is this amount of days.
What is 45 days?
"Amended per Underwriter" is used on the transmittal when the Underwriter instructs us to do this.
What is amend?
Death Benefit Option Change from B to __ or C to A or B will be critical.
What is A?
This screen is where we would enter EFT information if EFT is in good order and mode is monthly.
What is the Billing screen?
What is the Issue/Assembly tab?
If the CofH is not critical, we should attach the form after these documents are created. (What documents create after we IFREQ?)
What is the policy pages?
This rider requires it's own wording on the Transmittal.
What is the FDNLG?
This signature would be critical if missing on the Health History.
What is the insured's?
This screen will list the application solicitation date, LTCSP date, and the issue date.
What is the Contract Maintenance Screen?
We use this tool in AWD to generate the Transmittal. (it's a button)
What is the Correspondence Tool?
We request this signature on delivery for the EFT form.
Who is the payor's?
If allocations are 100% to this account, we add verbiage to the transmittal.
What is the fixed account?
___________ in Total Initial Coverage of more than 10% would always be critical.
What is a Decrease?
We should compare the 7 Pay, GLP, GSP, and _________ amounts on Contract Maintenance.
What is the commission/target premium amounts?
This tab in AWD is where the issue date gets updated.
What is the Financial Tab?
Policies or group policies of 5 million or more need a note added into this set of instructions in AWD.
What is Assembly instructions?
Policy paid verbiage is added if the case will be paid because there is money and no ______ delivery requirements. Fill in the blank.
What is critical?
When there is TIA money on the ticket and there are outstanding critical delivery requirements, we will limit the delivery period to the earlier to this amount of calendar days.
What is 17?
This is the allocation type dropdown we should select to input IUL allocations in Cyberlife.
What is Payment Transfers?
Items such as TeleAuth code, EAP Schedule, and other notes for issue can be found in these instructions in the issue/assembly tab.
What is the issue instructions?
Home of the Whopper.
What is Burger King?
The Enclosed is a revised as-issued illustration wording is automatically added to the Transmittal when this requirement is in Requested status.
What is a DELV-Revised illustration?