A
You need to send a duplicate policy.
What is "Duplicate Policy Request"?
This workflow provides the steps on assisting customers with Online Bill pay for VB products.
What is "Online Bill Pay for CCP Direct Bill Customers"
How to answer questions about a 1035 Exchange
What is 1035 Exchange FAQs?
How and where to process a loan/Withdrawal!
What is Loan and Withdrawal Procedure?
This Workflow provides an overview on various billing methods for VB policies.
What is Billing Reference Guide.
This Workflow provides information regarding Legal Guardianship.
What is "Power of Attorney/Legal Guardianship Job Aid"
Should I document the ELV or ELP that I told the PO?
What is "CMS Documentation Guidelines & Templates (VB)"?
This workflow is used to explain annual report and see examples
What is "Annual Reports - UUS VB"
CBA uses this workflows when Printing from EDS.
What is "VB Customer Print Request from EDS"
which workflow CBS use to locate and determine if a payment is in a suspense account.
What is "Suspense Workflow"
To know if and when a policy can be reinstated!
What is "Reinstatement Guidelines"?
CBA uses this workflow to assist with processing retroactive cancellations.
Cancellation Requests: Retroactive
When CBA wants to determine who the Billing Coordinator is in all systems hey will use this Workflow
What is Determining the Billing Coordinator Workflow.
Find the bank draft date & how to cancel bank draft!
What is Bank Draft?
How to find COI for CCP/Achieve policies.
What is "Cost of Insurance – Locating COI"?
CBA uses this workflows when Emailing from EDS.
What is "Resending VB Policy Documents"
How to send the request for a PVL.
What is "Policy Value Letter Procedures"?
This workflow is used to assist in educating the customer on re-projections and illustrates.
Reprojection / Illustrations / Step Rate Requests
This workflow provides info changing from smoker/tobacco user to non-smoker/tobacco user.
Tobacco Class Change
Has a list of all templates you need under the information tab.
What is CMS Documentation Guidelines & Templates (VB)?
How to calculate the withdrawal amount.
What is "Quoting Job Aid - UUS VB"?
This Workflow provides information to process requests to make payments over the phone with checking account information provided by the customer.
What is VB Check by Phone Procedures: Wells Fargo
Where to "direct CMS requests & the type of inquires" to connect to each BP
What is CMS Documentation Guidelines & Templates (VB)?
This workflow provides the business detailed information for assisting a policy holder with policy paid to date questions when the policy holder has a payroll deduction with their employer.
Policies Not Paid Current: Payroll Deduction
2 WFs needs to help with verifying broker!
Qualifying, Verifying, and Releasing Information to Callers - UUS CEC & Verifying a Broker or Plan Administrator