Replacements
This is a cash value transfer from one inforce policy (external or internal) to a new policy.
What is a 1035 exchange?
This form allows us to draw blood from the client.
What is the HIV consent form?
This is the first module to be checking to respond to caller's inquiries.
What is the call and email handling module?
These two distributions allow advanced commissions.
What is Alliance and WFG?
These are the first thing you should ask when taking a call
What is Agend ID
Agent name
Insured's name
This team handles all external replacements and all internal FFIUL replacements.
Who is the Compliance/Replacement team?
This is the form that allows us to draft money from a bank account.
What is the EFT/Com Card/Pac form?
This is where you would go to verify a phone number.
What is the new business phone numbers spreadsheet?
This distribution is employed by Transamerica. Meaning these agents can only sell Transamerica products.
What is Tan Career?
This is coverage on a client before policy is issued.
What is conditional coverage?
This is referring to the team that handles all internal term compliance requirements.
Who is the IPI team?
This form allows us to attest on behalf of the company that all the beneficiaries information was attempted to be obtained.
What is the DMF 2014 form?
This is the module you would use to verify if commissions are being suppressed on nbA.
What is the advanced commissions module?
This distribution can only mail policies to the mailing address we have on file. No exceptions.
What is WFG?
This is the team that you can request exceptions from.
Who is the Ops team?
This form is required when replacing (non 1035 exchange) and internal policy that is not closed.
This form allows for another individual other than the owner to sign delivery requirements on behalf of the owner.
What is the Power of Attorney Document?
This is where you go if you have questions verifying a caller.
What is the call and email handling
This distribution allows the writing agent to turn into the split agent if:
1.) A new agent report page listing the oringal writing agent at 1% and the new agent at 99% and signed by the agency office.
2.) A letter stating the writing agent's shares are being relinquished and who will be receiving them, signed by a manager in the agency office.
What is Tan Career?
This is what appears after you satisfy a Underwriter requirement.
Bonus Question: What does it mean
What is the red flad?
It means that the case is being routed to the UW and we do not need to create work.
This is term that we use when referring to all New York replacement cases.
What is regulation 60?
This is the form that shows proof of legal entry into the U.S.
What is a I-94?
This is the module that explains when removing a writing agent.
What is the agents splits and changing agents.
This agency does not require the agents signature on forms.
What is Select Quote?
This is the team you create work for when information needs to be updated on an APS.
Who is Underwriting Support?