System
What button are pressed to get to the billing screen?
Type 1 for tier
type J for section
What is required when someone wants to notify us of deceased?
Death certificate
Will ( if available)
Government issued ID of Notifier
What are the steps when pulling up a client using Alpha search?
Put in first and last name
Ask for DOB
Pull up active policy
copy Policy number of all policy
Paste on Master policy (3)
What is the only procedure we use 'A" for maintenance compared to "C"
Cancelling a policy
Which Screen option do you choose to put Premium recording once you take a payment ( what is the number you put in to open the screen) ?
12. Premium recording
What procedure do we use when reducing face amount of a policy?
Plan Amendments
When cancelling riders , what is the code you use and what button do you press after to cancel the rider?
NCL
F4
When adding notes what step by steps need to be put into the note?
Policy #
Authenticated
KYC
Situation
3 Character ID
If a policy has lapsed on June 13 2024 and the client wants to reinstate the policy what would the paid to date be for the policy if funds are being collected today?
The policy cannot be reinstated !!!
What are the 3 things needed for a name change?
Drivers license
Passport
Marriage certificate