General Agents
Highest level we can assign to
What is: Level 15
Levels used for SA's
What is: Zero levels
A MGA that allow a GA to be placed on SA levels.
What is: Crump
Checking the status detail of a passed background.
What is: Background > Update > Status Detail
Product no longer offered by MOO
What is: Disability
The signature is not good on adv forms or contract
What is: NIGO signature hard stop, as well as NIGO advance issues
Codes are different than the transmittal
What is: Don't worry about the code, only select zero levels for the products requested.
The NIGO communications emails go to
What is: The MGA
EFT/Pay cycle needs to be inactive
What is: Update > Save > Auto populates as "inactive"
Health product we do not use
What is: Select
RK GA w/ SA levels. What's the difference from GA?
What is: No EFT and zero levels. Still place on GA in hierarchy screen.
What is: The MGA
The upline for a Principal
What is: The Corporation
Middle name on NIPR/not on contract
What is: Add middle name to A&L
The two pre-appointment states
What is: PA and MT
Who pays them?
What is: MOO
What do you do if an SA has all three LTC products selected?
What is: Only add the top one
The upline isn't contracted with the MGA
What is: NIGO hard stop, if you can't add any products
Annuities are a part of
What is: Life
After NIGO hard stop, what do you do to the shell?
What is: Delete it
GA's have to have an upline? T/F
What is: False
SA's cannot have uplines. T/F
What is: False
Locate the FE w/ extra Hierarchy information
What is: DRO > MGA > MGAs w/ extra FE Heirarchies
Terminating appts at the state level
What is: Trigger the appt after terming it (if it shows an effective date as well as term date)
Where is the BIG ETA template?
What is: DRO > Template > BIG ETA