Genesys
We never, ever, ever, ever use this button to transfer a call to another area
What is conference
This must be submitted to qualify for a Temporary Insurance Agreement
What is 1/12 of the annual premium
This is what we call the platform an advisor uses to complete an online application
What is EZComplete
Equitable's advisor facing website
What is EquiNet
This test includes both blood and urine sample results
What is a Blood Profile
This three letter term is a record of interaction history for clients, advisors, and MGAs, and is matched using phone numbers or email addresses
What is an ECP (External Contact Profile)
This payment method is available for monthly PAD and annual cheque/online banking payments and requires verbal direction to draw the premium.
What is COD (Cash on delivery)
This feature allows advisors to duplicate an existing application with similar client information.
What is Cloning or a Cloned Application
The system our Underwriters and New Business teams use to track o/s requirements, add case notes and manage pending application workflow
What is UWPro
This is how long ExamOne (Watermark) keeps a request for APS file open before closing if not received
What is 45 days
You are expected to use one of these when sending an email response, if one exists
What is a Canned Response
The PAD withdrawal date for this type of policy must match the issue date
What is Universal Life
What is the form number for our paper application?
What is form 350
The system you use to review documents and correspondence sent to a client or advisor
What is OnBase?
This test is ordered when the original urine specimen shows irregular results
What are 2 Additional Urine Specimens?
The button you select to transfer a call to a Senior / CCR Support
What is Consult
This is the maximum number of returned payments allowed before a bank draft is required to settle
This is required for Universal Life and Whole Life policies, but not for term policies
What is a signed illustration
This is our administration system for policies, where you can view an accounting history or confirm an insured's DOB
What is Ingenium
This process allows Equitable to use medical results from another insurer (with client permission)
What is Medshare
You have to select one of these before you can send an outgoing email. Right now, you select Training IND
What is a queue
An advisor may not pay premiums on behalf of policy owners due to compliance rules. Except where the advisor is...
What is:
The policyholder or a close family relation (spouse, child, parent or grandparent)
This method of submission is not accepted for applications.
What is email?
This is our email and call handling system, plus much more!
What is Genesys
This test is ordered by underwriting to recheck or gather additional lab data, typically with a 5-day turnaround.
What is a Special Lab Test?