Salesforce
This number identifies the case that you are working in Salesforce
What is Case Number?
This tab in CSW shows the group’s commencement date, tax ID number, grace period, and domestic partner information.
What is the General Information tab?
This document is required to set up a new group with USAble Life.
What is the Master Application?
This field identifies the name of the class.
What is Class Description?
A benefit that pays a lump sum to a designated beneficiary upon the insured’s death
What is Group Term Life?
This field shows the current progress of a case (ex: Open, In Progress, Closed).
What is the Status?
This tab in CSW stores the group’s phone number, email, and address details.
What is the Contact Information tab?
This code identifies the nature of the business.
What is SIC Code?
The field outlines the length of time the rates will be honored for a benefit.
What is Rate guarantee duration.
A type of insurance benefit that pays out in the event of a covered accident resulting in death or serious injury.
What is Accidental Death & Dismemberment?
This quick link lets you attach supporting documents to a case.
What is Attachments?
This tab contains the group’s eligibility rules such as class setup and waiting periods.
What is the Class Structure tab?
This provision in the master application requires special attention to ensure the correct timeline is applied to employees who are rehired.
What is the Rehire Provision?
This amount references the maximum amount of coverage an employee can receive without providing Evidence of Insurability.
What is Guaranteed Issue?
A centralized internal portal that provides access to various tools, applications, and resources used for managing group insurance processes, system integrations, and document workflows
What is LifeNet?
This feature shows all emails, calls, and updates tied to a case.
What is the Activity History?
This tab in CSW displays all coverage details for members, including life and AD&D amounts.
What is the Member Benefits tab?
This type of relationship must be acknowledged in the application to determine if non-married partners can be covered under dependent benefits.
What is Domestic Partner Coverage?
A work-based intervention designed to help employees resolve personal issues that may negatively impact their job performance.
What is Employee assistance program?
The manger of Group Services.
Who is Ryan O'Dell?
This feature in Salesforce allows you to view every update made to a case in chronological order.
What is the Case History?
When a change is made in Compass, you must document it in this tab of CSW.
What is the Notes tab?
If this is happening, you’ll need to provide the previous carrier’s name and termination date—and possibly their last invoice.
What is Replacing Existing Insurance Coverage?
This benefit feature ensures that employees transitioning from a prior insurance carrier to USAble Life maintain uninterrupted coverage.
What is continuity of coverage?
The main two functions of Group Services.
What is New Business and Amendments.