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's the policy number for phone basic?
KB Article #8731
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
Based on policy what is the first 5 mandatory things included in a policy letter request?
• Policy type
• Face amount
• Status
• Issue Date
• Billing information
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
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
Requests that ARE NOT Created as PHONEBASIC items? Name at least 3
Surrender Forms
Annual Statements
Disability Policy Information Letters
Modified Policy Information Letters
Mass Mutual Forms
Requested Documents
Confirmation of Last Premium Paid
Written Beneficiary Information (if missing from csA or unclear
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.