System Names & Function
Agent Lifecycle Management for short
What is ALM?
Where our work is located.
What is ImageRight?
The location to find the states in question.
What is the top of page (in task description)
The queue that these tasks are found in
What is Hierarchy Level Change/Addstate?
The queue this type of task is found in
What is the EDC Maintenance-Term Single State queue?
The system that keeps agents' records such as agreements, demographics info, backgrounds etc.
What is Producer Manager aka PM?
Address change locations
What is Distribution Portal & PCL
The entity we typically "do the work" on
Who is the principal?
The location of the state(s) that we are concerned with to complete the task
What is the task file and its description?
The highest priority variant of TSS tasks
What is Priority 1
Two places to look for submitted documents
What is known as ImageRight or IR, and in an econ packet?
Task type and it's corresponding priority level with the most importance (supposed to be completed day of)
What is APPTUPLINE Priority 1?
The location that backdate allowance information can be found
What is the SLAP (State License and Appointment Portal)?
The entity we typically "do the work" on
What is the upline corporation/individual?
The packet we use for this task type
What is Terminations-Term Single State
Where a packet is completed.
What is Producer Express or PX?
The task type where we ensure an upline supports its downline agents' appointments.
What is the TSS queue? (Term Single State)
The state with the longest backdate allowance
What is Florida?
The process of setting appointments' dates back for commissions purposes
What is backdating?
The termination reason typically used for Priority 1 and Priority 5 TSS tasks
What is "Upline is not licensed"?
Where Agents can see appointment and license information.
JARVIS
The names and order of the 3 queues you'll be working the most?
What is APPTUPLINE, UPAPPTPRINCHCKT, TSS Prio 1
The state that a Designated Responsible Licensed Party is required for appointment.
What is Michigan?
The procedure to do when an upline corporation's principal is not licensed in the state in question.
What is the Term Single State process?
The tool used to ensure we do not terminate any appointments that are shared between insurance carriers
What is the E&I Tool?