Insurance Plans
This allows clients to have higher death benefits but for lower out of pocket costs
What is blended term?
This screen in CSS provides detailed information about transactions that have occurred on the ISA
What is the ISA Financial History screen?
This button on a case allows us to see all documents in a case
What is the launch scout button?
These are the frequencies a client can pay their policy on
What are monthly, quarterly, semi-annual, and annual
This button in AssistEdge should be pressed every time a call comes in
What is the Get Call Detail button?
These types of policies earn no accumulated value and are inforce for a specific period of time
What are term policies?
This system is used to generate an ISA annual Statement
What is SRC?
This system serves as your daily schedule
What is Aspect?
Home Office would send these if a client wants their values in writing
What are creative letters or PDR's?
This department provides support for the consumer website
Who is IWS (Integrated Web Services)?
These plans insure two lives
What are JCL and SCL plans?
This freeze requires you to reach out to the caseowner before removing it
What is the Y freeze?
This prodterm session is an alternative way to see a policies history
What is CSS UTIL?
CSS shows history back to this specific year
When is 1993?
This person helps home office reps with challenging values requests
Who is the Actuary?
This process allows a policyowner to change their plan from a policy that does not accrue value to one that does
What is a term conversion?
This screen on CSS shows us if any dividends are reducing the premiums paid by the ISA
What is the minimum payment screen?
This system is used if MFA has failed or did not work and you cannot email verify the field
What is CDM SCFI?
This symbol means that premium was paid internally on the CSS History screen
What is the asterisk?
Dividends are determined by these three factors
What are mortality, expense charges, and interest?
This is a refund of part of the annual premium remaining after the company has set aside the necessary reserves
What is the annual dividend?
This is the difference between the annual premium amount and the amount already paid
What is the balance of annual premium?
This system allows you to see the next years dividend
What is dividend inquiry?
This occurs when a policies loan exceeds the cash value of the policy
What is overloan?
This program was introduced in 1982 and allows higher dividends to be earned on borrowed funds
What is direct recognition?