POLICIES
Which operating system would you find a Capitol Investors life policy?
What is SNL Admin
What is the name of the auto insurance company we get calls for and where is it located?
Bonus kudos if you know the phone number.
Bristol West located in Florida.
800-274-7865
What two things do we delete out of USSI when quoting a death benefit if they are there.
What is Unpaid Premium and Over/Short
What are the two things that help you know a policy is a pre-need?
Guarantee form in documents and mortuary guarantee in relationships.
What was Alex's first job title at Security National Life?
What is New Business Rep.
What type of policy can a funeral home claim the full death benefit on WITHOUT next of kin or the beneficiary signature?
What is Class B Burial, Friendship Burial Association.
In USSI - plan101
In SNL ADMIN NOTES under "conversion user notes" - there is the original plan code Z0
What 5 funding companies do we own?
American Funeral Financial
C&J
Funeral Funding Center
Morticians Choice
Beta Capital
When quoting Texas benefits, what amount should you give?
What is the contract amount or Paid in amount.
Which email address should you contact when you receive a signed reconciliation back from a funeral home or funding company?
SNL-TXClaims@securitynational.com
Alex is a lord, what Country in the United Kingdom does he own land?
What is Scotland.
Funeral homes can NOT be listed as beneficiaries in what state?
What is Texas.
We would then need a next of kin to sign the claim form.
Where would you find a pet supplement document on someone's policy if they have it?
How many pets are covered under this plan?
What documents do you need to process a pet supplement claim?
Completed pet supplement forms are usually under policy documents found under "Issue misc" or "Guarantee Form" or sometimes you have to look through every document if it's not under those two types.
3 pet deaths.
Pet supplement claim form found in the K drive and a receipt from the vet.
What amount do we quote on contestable policies?
what is YOU DON'T QUOTE CONTESTABLE POLICIES because we cannot guarantee the amounts quoted will be correct.
What is a
Claim form signed by verified beneficiary including all 4 signatures.
Death Certificate
At Need Bill with correct discounts and credits
Screenshots of policy in it's respective system
How long has Alex been with Security National Life?
3 years.
If a policy is AUTO - ISSUED, what does that make it?
The criteria for an auto issue is-
it is attached to antoher claim/policy
it is $3k
it says in policy notes that it is an auto issue.
What is something you should offer to our callers who call to report a death of a loved one?
What is our condolences for their loss.
What are the first three letters of policy types on the DNQ list?
What is FGA?
What 3 things could cause a contract to be broken causing a reconciliation to not be needed?
what is RPU (Reduced Paid Up)
Non contracted funeral homes ***LOOK FOR SIGNED AND APPROVED TRANSFER OF AGREEMENT FORMS***
Change of disposition (Think change in something - way of disposal, direct cremation vs cremation with services, over 10% change on guaranteed items)
What is Alex's phone extension?
What is 11363?
For Company 90 and above policies what is the only thing we manage on them?
What is the Billing.
Company 90’s: Class a Burials we do pay out a death benefit(these are not life insurance policies). We only do billing and stop the billing when the insured passes away.
What do you add in the QL notes when a claim is started?
What is a claim number and a cause of death.
What must you stop when you get a report of death to make sure there isn't a premium owed back?
What is another word for Alternative Insurance?
What is Growth.
What is Alex's ethnicity?
What is Bolivian.