CMOD
What page is the best place to start when looking at the Policy Pages in CMOD for information?
the Policy Data pages are
The best place to Start and see things at a glance about the policy
If we have trouble understanding 3270 who do we ask?
Susan
When do we use "Return Call Later"
We really never use it. If a processor or lead says they will call them back Mark "Return Call Later" make sure you snip it in your notes, but don't ever just offer it. And if you say you will return the call just put it in the end call notes but do not mark "Return Call Later"
What is the standard turn around time for an Address Change?
5 business days
What control function do you hit to narrow down a search in CMOD?
crtl F
According to the "Draft List" what 2 policies can not
go on Premium Draft?
L 57 and L 58 cannot go on
Premium Draft
In AWD when clicking on the drop down search arrow what do you choose?
Only use Policy #/INSL/SSN
What is the standard turn around time for a Surrender 1035?
10 business days
What information do we not tell them on a conversion letter page?
0620117980
The credit that they will receive
What Does APL mean?
Sometimes an account will APL and go into
automatic premium loan
(a nonforfeiture option) to keep from losing the account
If you see POADDCHG in the history on AWD what does that mean?
Post Office address change
What do we say if some one ask how long the process takes for a certain item?
The standard turn around time is ......business days and we are currently taking about .....business days.
What are some things we can email?
and
What can we not email?
things that we would email
Anything in CMOD
Blank forms through One Source or AWD
An Annual statement and Billing statement or conversion letter
You can click print source and send an email from a document in AWD
If it has a SS# on a Form we cannot email it!
What type of loan do we look up values in One Source Online for?
A Max Loan Amount or total loan amount
The New Business App will say FILE, FICHE or FLIM and have a GREEN CIRCLE with CHECK MARK in it. This is usually located at the bottom of the call history notes. What does it mean if you are looking through the notes and it is located somewhere else on the list?
Some one has requested to pull the file from the records. And it does not have to be a request form the Agent or Client.
What is the standard turn around time for a Withdrawal?
2 business days
What is something that could make their Premium payment change?
rider became paid for
Or
Sometimes a rider drops off
or they removed it with a policy change document
What pages does the Client turn in on a Policy Change form?
All 15 pages
When sending an email to a client which system do you have to include the email reply statement when sending a form?
One Source on Line
How do we get an updated turnaround time list?
and how often?
Will we get docked for not saying it on an Audit?
Emailed out from Anitra either on a Monday or Tuesday?
Every Week
Yes