DI
WHAT DOES A DI POLICY NUMBER START WITH?
85 OR 63
WHAT DOES A TPP POLICY NUMBER START WITH?
23,24,38 OR 42
WHAT DOES A WINRISK POLICY NUMBER START WITH?
15,32,165,22,25 OR 34
WHAT IS A CONCUR?
WHEN THERE IS ANOTHER PENDING POLICY
WHEN DOING A BOT KICK OUT DI NEW PREFILL, WHAT IS THE FIRST THING YOU DO?
CHECK POLARIS FOR ANY PENDING POLICIES
WHAT IS THE FIRST THING YOU DO WHEN GOING INTO A TPP CASE?
TEMPORARY OWNERSHIP
WHEN DOING A WINRISK PREFILL, WHAT IS THE FIRST PLACE YOU GO TO?
REQUIREMENTS
WHAT IS THE CONCUR SUBJECT LINE?
DATE, 24HR HOLD CONCUR MSG TO LIFE UW, INITALS, TIME, SA
IF THE ADVISOR'S NAME IS NOT ON THE DI EMAIL, ON WHAT SYSTEM CAN WE FIND THEIR NAME?
TREX
ON TPP, WHERE DO YOU LEAVE YOUR 1ST, 2ND OR 3RD ATTEMPT NOTES?
CALL HISTORY
WHERE DO YOU FIND THE ADE REMARKS?
NOTES
WHO DO YOU SEND THE CONCUR EMAIL TO?
LIFE/DI UW
WHAT IS THE SUBJECT LINE OF A NORMAL PREFILL?
BTTC AM/PM PREFILLED
WHEN SENDING A TEXT TO THE CLIENT, WHAT EMAIL DO YOU SEND THE TEXT TO?
MBX1ETOSVCPHIMAIL
WHERE DO YOU LEAVE YOUR PREFILL NOTES IN A WINRISK POLICY?
BALANCE OF INFORMATION OR TELEPHONE INSPECTION
WHEN RECIEVING A RESPONSE FROM THE UW, WHAT NOTE DO YOU LEAVE?
NO ADDTIONAL QUESTIONS NOTE OR ADDITIONAL QUESTIONS ADDED NOTE