W
A tool that we used for searching the policy which is connected to AVAYA and IVR
Control Panel
One of the Main tool that use for searching the policy information. Hint: The name of the tool has the same rhyme with Aluminum.
Platinum
A tool, also known as Cyberlife
Mainframe
A tool, it is also known as Enterprise Client System
ECS
Home screen for MF where basic information is found
62d1
Provide the Servicing Unit of WRL-CSFL
FL
in policy number 6601082570, what is the BLUSE and BLDAY showing on MF?
01-A
In policy Number 6601209779, what is the Payment method used?
PAC
What are the 3 Fund Allocations/ Investment Accounts that we offer in WRL-CSFL
GIA,BIA,IA
What is the Grace period of Term and IUL with LTC
Term-31 days
IUL with LTC 65 Days
In Policy Number 6601082570, what is the maximum guaranteed available months to skip?
7 months
How many months is the maximum allowable skip request if the policy is enrolled in PAC?
3 months
What screen do we use for changing the Premium Payment?
2606
IUL Product Module:
What happens at the Age 100,111,121?
The Monthly Deduction will be reduced to $0
What are the 4 Planned periodic payment options?
Monthly, Quarterly, Semi-Annually and Annually
The policy has $500k FA and with CV of $150K, with the DBO of level, what is the Death benefit amount does the beneficiary can get?
$500K
What are the 3 1035 exchanges that we cater in CSFL?
Internal, Outgoing and Incoming 1035 Exchange
In Verification, If the caller is Insured and they use their SSN to pull up the policy, can we provide them the CV info?
NO, not authenticated
Name atleast 5 transactions that an Agent can do on a policy.
• Initiate fund allocation changes
• Initiate fund transfers
• Update customer’s address
• Initiate free look/not taken
• Stop a draft at the end of term
• Change premium mode from PAC to Direct Bill
• Change the draft date
• Change premium frequency
What is the screen code that has a function key of 10?
U1DL or Account Allocation
In policy number 6601209779, what is the minimum amount allowed to reinstate the policy?
$401.12
In the policy 013588319, what is the fund allocation that was used?
Global Index account or GIA
In the Policy 6601339963, What is the available surrender charge?
$9,545.00
What is the meaning of ECS?
Enterprise Client System
It is a session id that we use in MF for Model Accounts/ Practice Ground for 660"s policy number.
MCICS60A