Cyberlife
This tab is where the financial professional information is located.
What is the General Producer tab?
Two identical cases with no indication of another policy being wanted can be closed out as this.
What is Duplicate?
Give two examples of NIGOs created by Instant ID.
What is - Insured's Physical Mailing Address, DL, DOB, Name, or SSN
This doc type is for the Application.
What is APPLC?
We should use this checklist for the Premium Financing concept.
What is the Premium Financing Checklist?
This screen is where the signed date and state is located.
What is Contract Maintenance?
We use these search to locate any existing insurance or terminated/lapsed policies for the insured.
What is TAI search?
Approximate turnaround time for the Instant ID report to run is ___ _____.
What is one minute?
This doc type is for the Life Ticket.
What is APPLT?
We should use this checklist for Qualified Plans.
What is the General Special Concepts Checklist?
This screen shows all of the details of the insured- including social, place of birth.
What is Client Information?
We search for a spouse's case by this information if they are the owner or beneficiary.
What is first 3 of first name % and first 3 of last %?
What is the ticket level?
This form is required for replacements or existing coverage in NAIC states.
What is the STRPL (Replacement Notice)?
We should add this tracking code for Premium Financing.
What is the PF Tracking code?
This tab is where you would add riders such as LTC rider and Flexible Duration No Lapse Guarantee Rider.
What is the Coverage tab?
What is the Reference Number field?
We do not need Instant ID for this special concept.
What is Wealthy Global Citizen?
This doc type is for the LTC Personal Worksheet for Core.
What is PWRSH?
What is List Bill?
These amounts are compared between Cyberlife and the illustration after CK4 submission is complete.
What is the 7 pay, GSP, GLP amounts?
What is the Retention Calculator?
We can close this NIGO as Created In Error if created by Instant ID.
What is the NIGO-Verify Insured's Physical Mailing Address? (DL is also correct if correct format provided)
This document will have all of the policy information we need to review alongside with the application if it is on file.
What is the illustration?
This coverage must be approved by Contracts and Licensing for Premium Financing.
What is Errors and Omissions? (E&O)