Life Systems
What is the American Family Homepage called?
Compass
What field is the policy number entered into to open a policy in WMA?
Contract ID:
What is the agent's name and agent/district code on policy 25411216?
Kyle Petty 003/573
Who has full authority to make changes to a life insurance policy?
The policy owner
Where can the AFT information be viewed?
Customer AFT > View AFT History
What is the name of the system we use to keep all policy files notes, tasks, and links?
Life Link
In WMA, looking at the ribbon or header, where is the due date or paid-to-date of the policy?
Top right corner
What is the maturity date of policy 25411216 and what does this mean?
06/28/2075, term policy ends/expires
What type of life policy can build cash value and offer loans?
Whole Life policies
All emails to agents and/or policy owners must be saved, how and through what program?
From Outlook, using Adobe PDF, save to Life Link
What is the name of the site containing useful links used by Life Customer Experience on a daily basis? Links such as the Late Payment chart and Accounting Request eforms are found here.
Frequently Used Links
On policy 25411216, what date was the January premium applied? (tricky, read the question carefully)
01/14/2019
What is the Annual premium on policy 25411216?
$269.00
What does NFO mean?
Non-Forfeiture Option
Daily Double: What are the first names of the 3 TRAD Life Services managers?
Wendy, Nadine, and Mike.
Which system allows you to see Transaction History?
WMA
What premium class is 25411216?
P - Preferred
In LPV on policy 25411216, when will the Premium Waiver terminate?
06/28/2040
What type of dividend can be loaned to the policy owner?
Paid Up Additions (PUA)
What is American Family's current Ad campaign?
All American
Which webpage can be accessed by both services representatives and agents for information on currently sold and previously sold Life products?
Life Reference Manual
In Transaction History, what transaction code shows that a bill has been released/mailed to the policy owner and/or bank?
AE - Billing
On policy 25411216, what is the agent's fax number?
(855) 576-0580
Life insurance policies may have a primary and contingent beneficiary; if a third is desired, what are they called?
Tertiary
What function in Life Link allows you to send a subtask to someone else to answer a question or check your work?