OHH/AboutMe
The acronym for "Social Security Number"
What is "SSN"
The proposed insured needs this to access their eDelivery link
What is
- Last 4 of SSN
- DOB
- Zip Code
T or F
We can accept another carrier's Part 2
What is False?
The color of the banner used for UW supplements
What is red?
The AboutMe link expires after these many days
What is 29 days?
Additional info: If the client has not created a log-in, they can contact the Help Line to resend the invitation email.
The acronym for "Tax ID Number"
What is "TIN"
This is where the eDelivery link goes to first for Crump
What is the BGA or Distributor?
The expected turnaround time to transcribe an Affluent Part 2 (total process)
What is 1-2 business days?
The banner at the top of the Genius UI
What is "Fulfillment Case"
This happens when the PI rejects to E-sign
What is the app packet is mailed (FedEx) to the applicant?
The acronym for "not in good order"
What is "NIGO"
The length of time it takes for delivery requirements to be received on our end after having been signed by the PI
What is 24 hours?
The resource used to help transcribe an Affluent Part 2
What is the A20HH Mapping to BM Excel Spreadsheet?
What is 5 business days?
How long it takes the PI to complete the AboutMe questionnaire
What is 20-30 minutes?
The acronym for "Blood lab report"
What is "SMA"
This post issue reason is used when a full re-issue is NOT needed
What is "other"
The likely reason a Part 2 requirement is still o/s after having been transcribed
What is "Form is Blank" box not unchecked?
The section AOA requirements belong to
What is section 1?
The number of days until the ticket will show as "cancelled"
What is 90 days?
The acronym for "Ready to Issue Print Pre Policy Pack"
What is "RTI"
This is what the producer clicks to eDeliver the policy to the consumer
What is "E-Deliver to Consumer"
The reason we receive the Affluent Part 2
What is BGA not utilizing correct PL Lynchburg code at vendor level?
This partners with UW Supplements that are physically mailed out
What is the IHFF cover letter?