Products
A company approves insurance policies under the assumption that the insured will not perish early, become disabled or require long term care. These assumptions are not guaranteed, hence the product umbrella term name blank
What is RISK?
The individual the policy is insuring. Cannot be an entity.
What is the Insured?
On this page of the website, clients will see a button to begin aggregating outside financial information/accounts
What is the Accounts/Net Worth page?
This field in the ticket is used to identify who is calling
This application is used for searching for Home Office/Field LanIDs or Client Website Usernames
What is EIM?
This product insures a life. Benefit is given upon death. Term or Whole Life options are available, as well as variable.
What is Life Insurance?
This role has no policy rights, but may receive verbal authorization for information that ends when the call disconnects
What is a third party/spouse?
If we are unable to resolve a consumer website issue that is not related to account aggregation, we would submit a ticket to this team
What is ITSM.CX BC.T2? (CX BC)
The ticket should autofill important notes and knowledge articles once this is applied to the ticket
What is a Macro?
This is the page of NMC dedicated to the client's login information
This product type is alphanumeric and usually contains 8 or 9 digits
What is an Investment?
This role has no policy rights while the insured is living, unless another role applies
What is a direct beneficiary?
If the client wishes to view a business owned investment account online, we can create this type of online account for them
What is an Authorized Person?
When assigning tickets to another team for investigation, the status of the ticket should be submitted as this status
What is Open (P4)?
In this application, you must press the "Get Call Detail" button in order to verify if policy or field information populates
What is AssistEdge?
These account types are held with NM Wealth Management
What is Private Client Services?
Along with his/her staff, is entitled to information about policies assigned to them
What is a Financial Representative?
If John Doe is the payer on Jane Doe's owned policies and John wants to be able to view Jane's product information online, Jane can complete this process to allow online access to her product information
What is Information Sharing?
Private or personal information on the ticket should be placed into this field for security purposes.
What is the PII recorder/field?
To view your daily schedule or request an absence/submit adjustments one would need to open this program
What is Verint?
These types of accounts are held at a separate company. There is no standard format, but they do not match the formatting of any other NM product
What is a Direct to Fund/Fund Family account?
This role can name a new payer for the account.
What is the Owner?
This is the name of the system that is built into the consumer website to verify if a client is using a bank account that belongs to them
What is Bank Account Validation (BAV)?
This Zendesk Assignee can assist with Account Aggregation issues
What is ITSM.CX Accounts.T2 (CX Accounts)?
We cannot change the owner's name under any circumstance within this application
What is NetX360?