APPLICATIONS
What is the difference between AWD Production and AWD Acceptance
AWD Production is for the creation of live on contact work versus AWD Acceptance is used for training work purposes.
Can we find the password for a policy in CSA? True or False
True
What is the article number for
Caller Verification and Information Release
KB Article 1712
What is the difference between Level death benefit and increasing death benefit?
Level death benefit means you would only receive your policy face amount meanwhile increasing you would receive your face amount plus your cash value.
How many out-of-pocket questions should be asked if you are needing to update the email address on the website?
ask one "out of pocket" question BEFORE changing the email address.
Should AWD be pulled up on all contacts?
True or False?
True
What is the two pieces of information that we should ask for when completing call flow from individual owener?
Email address and phone number
What is the policy number for -AWD-Rush/Escalation Requests
KB Article 8158
What date is the COI payment made for each policy?
The Monthiversay ( First of every month)
Which tab should you navigate to see the customers preferred mode of communication?
Communication Preferences Overview
If the employee does not have their policy number what else can they use to search ?
SSN
For policy number 2007096415 what is the name of the person who received a phone call for 2/4/2021 at 9:21
Amy Campbell
What is the KB Article number for -AWD-Creating Work
KB Article 1342
The Reinstatement or change application and authorization form may be needed for what 2 purposes?
Premium class change
Request to removed/change rating
When would you need to submit and email to this email address?
bin-linkupdates@lfg.com.
If an agent calls in to advise that they are unable to see a policy or policies on her end due to the system not syncing on their end.
What are the 3 searches we should use beside the policy number in AWD?
SIGNDOCS
AUTHFORM1
IMPORTANTB
For policy number 2007096415 who is the servicing producer upline 1?
Osaic fa Inc
What is the article number for Unauthorized Callers
KB Article 8536
Assuming the caller is fully verified with the proper documentation on file, we can accept changes over the phone on policies owner by trusts and corporations, just like we would for individual owner policies.
True or false?
True
What is the 2nd step we must take if an owner calls in to advise they are getting a "We're unable to verify your identity error" when trying to register online.
Go to IMC and search C360 Records using the owners SSN.
What is the Alfresco Application used for and examples?
To show letter confirmations sent to the customer such as Annual statements and Address change letters
What are the 6 things we should always check for in CSA for UL?
Status Code
Suspend Code
Restrict Code
Product Type
Comments and AWD Solr
Grace Satus
What is the KB Article for
LCS AWD Workflow Status Guide
Article # 8158
If the customer would like to find out who their beneficiary is but the information is missing completely from CSA. How do we resolve this? (Full details required.)
2 Separate works must be created, 1 to have CSA updated and 1 to have the information sent over to the customer. BENECHG and POLICYINFO Work.
What document must be on file for entity registration to be approved?
Appropriate ownership documentation must be on file for the request to be approved.