Onboarding
Preneed life insurance agents.
What is SCI?
Report run daily to ensure agents are being monitored and followed up with in a timely manner.
What is pending agent report?
BIG.
What is Business Information Group?
If the appointment is pending this means that the appointment has not been _____.
What is submitted to the state?
The location of the Texas Exam Reference Guide.
What is the Texas Exam Home Page?
Task when new applications come into VUE.
What is New Application Review?
Emailed BIG for an update on the background as it's been pending for more than ____ days.
What is 10 days?
When the background is a pass, make sure to review here as sometimes there are still items that need addressed.
What is the comments section?
This report verifies the agent has no regulatory actions against the agent.
What is the PDB Report?
This form tells us who the proctor is, how many exams are requested, where they need to be sent, and where testing takes place.
What is the Exam Request Form?
The exact inbox in outlook where we find paper applications.
What is rap.licensing inbox subfolder SCI/3rd Party?
In VUE under Tools, we select User Activity under this tab to run the User Activity Task Report.
What is Work Management Tab?
Next step if an agent was dishonest answering questions or failed to disclose any info on the background.
What is Preadverse?
Check here for certifications such as AML and 4 Hour Annuity Course.
What is under the more tab in the related ribbon?
Add the Texas Exam score and information here.
What is VUE then certificates found under more in the related ribbon?
Primary address when processing a paper application.
What is Mailing Address?
Number of times an Agent is contacted for AML using tasks to track.
What is 3?
The Preadverse letter is found here.
What is Agency Homepage under Daily Letter Tab?
Activate/Appoint these two states in Sircon.
What is Florida and Massachusetts?
In VUE, the location of the Texas Exam Certificate.
What is Document Manager -> Document Queue?
Pend the application when this information is missing on an application.
What is manager information?
Next step after reviewing and closing a pending background task?
What is create a task for anything still pending?
The system will automatically update the background when it is in this status.
What is background approved?
Pay special attention to this in the PDB Report.
What is the Regulatory Action Section?
Passing score for the Texas Exam Certification.
What is 70%?