Life Insurance Basics
This abbreviation is commonly used for "Proposed Insured"
What is "PI"
To search for a file in GENIUS, use this button.
What is "Find"
This site is used to locate the Quoted Rate Class.
What is "Fulfillment UI"
This supplemental form may be requested if the PI had a DUI.
What is the "Alcohol or Drug use Supplement" (either one is acceptable)
What is "Task Complete"
This person/party receives the death benefit if the Proposed Insured dies.
Who is the "Beneficiary"
This GENIUS function is used to send communication to other roles (Replacements, UW, EM Supervisor)
What is "Refer To"
This internal system houses all documents received a PL.
What is "FileNet"
This form is requested when the PI scuba dives.
Any person/entity listed as a beneficiary must have this in order to be considered an acceptable beneficiary.
What is "Insurable Interest"
This person/entity acts at the "middleman" between PL and the agent.
Who is the "BGA"
This Hot Key is used to identify a blank field in a data collector.
What is "CTRL B"
Without opening a GENIUS file, this resource can be used to see if tasks are present.
What is "GENIUS Admin"
This supplement is requested if the PI is not a US Citizen.
What is the "Resident Alien Supplement"
In SharePoint, use this to determine processing steps to complete a task
What is the "Task Matrix"
This type of application is completed "In-person" with an agent and submitted to PL.
What is a "Traditional Application"
This GENIUS Chapter:
Contains payment details
is used for transferring money between companion/additional files
is used for refunding money
What is the "Cash Chapter"
What is "Unmatched Mail"
This supplement is needed if the PI flies as a pilot.
What is the "Aviation Supplement"
What is a "Data Collector"
This type of application is submitted electronically to PL from the customer.
What is "Direct"
Companion cases should be linked in this status.
What is "Pending"
The acceptable format for a driver's license can be found in this section of SharePoint.
What is "State Requirements"
A valid Pay Auth is needed in Pending status if this is requested.
What is "TIAA"
This is the age at which a person has the legal capacity to enter into and be bound by contract. (Age at which the PI can sign their own application)
What is "Age of Majority"