Nice to Know
Need to Know
Systems
Products
USAble
100

This is where you go to process exceptions.

What is NTake?

100

percent sign

What symbol do we use as a wildcard for searches?

100

CSW

What is the front end system for Compass?

100

Cancer, Accident, Critical and Hospital

What are supplemental products?

100

Jim Casey

Who's the company president?

200

10 am

What is the deadline for completing exceptions?

200

class structure

Where do you go in CSW to find benefits and class information?

200

LifePRO

What system has the BUR screen?

200

Life, ADD, STD, LTD

What are life and disability products?

200

Rich Macy

Who's the company COO?

300

500

What is the beginning number sequence for Compass groups?

300

Salesforce

What system should you go to every day to document a case?

300
Lightning

What is the newest version of Salesforce called?

300

Another name for supplemental products

What is worksite?

300

Jessie Smith

Who's the Premium manager in Little Rock?

400

It was created initially for Customer Service to look up information more easily rather than use Compass

What is CSW?


400

Parent Case 

What is the initial case created in Salesforce called??
400

These are the people who pay the bill for the group.

What are the payors?

400

By seeing an R in the product name

How do you tell if a policy has been re-written?
400

Service

What's the name of the area we all work in (Premium)?

500

Internet Explorer

What is the best browser to use for DocFinity?

500

Child cases

What are related cases in Salesforce called?

500

This is where you find your job queue to work from each day


What is DocFinity?

500

A bunch of zeroes in the product name

How do you identify a cancer policy?

500

Arkansas groups

What groups will the FL Premium team be responsible for handling in the future?

M
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