Salesforce
What are 2 verifiers we can accept if someone calls in unverified?
Policy Number, DOB, SSN, Exact Prem Amount, Last 4 of Bank Account
If beneficiary information is not listed in CA, what other system could you find this?
Content Navigator.
What is the first screen used when looking at policy information?
PLBEI
What Grid can you find the Surrender/Cash value?
Grid 5
How many days are in a leap year?
366 days
What flow would you use if a credit card call needs to be deleted?
Create a case
What section would you go to to update billing for ABP in CA?
Billing preferences or edit billing preferences
When opening a BE to look at the note, what is the process?
S in the CMD SRX then F9
What Grid would you find the policy distribution?
Grid 1
How many colors are in a rainbow?
7
When taking payments, what policy types can we use the "Make a payment flow" in SF for?
Whole and Term policies
What to you need on file when setting a customer up for Customer Access before a registration email can be sent?
An email or the customer can not register
When closing a BE you opened, what buttons can you push?
F11 twice/ Return to PLBEI screen, X in the CMD SRX then Enter
What Grid would you find the Premium amount? (2 Answers)
Grid 3 (for Fixed Whole/Term), Grid 2 (For UL/IUL)
What do you call a baby kangaroo?
A Joey
According to the CA support flow, is it required that we suspend the account if a PO cannot remember their security question?
No
When asked about the current cash value and using CA, which value would you give? The gross cash value or available cash value?
The available cash value
When forwarding a BE that you don't know the location to forward to, what symbol is used in the FWD LOC field?
?
What is the name of the section that you'd find a Tax ID to verify a Trust?
Admin Relationship Data
T or F: Identical twins have the same fingerprints.
False
Where on SF would you find the Password on the account, if applicable?
The BE history
Where would you find riders on a policy in CA?
Below the beneficiaries (if applicable)
When looking at a BE note and the notation "NHN" is listed, what does this mean?
No handling Needed
What Grid would you find the policy issue/signed state?
Grid 2
What state is considered the "birthplace" of the Reuben sandwich and Kool-Aid?
Nebraska