Agent Authentication
The amount of authentication questions an agent must answer to be fully authenticated
3
You might see this status if the case has been approved worse than applied
Approved OTA
This is the rewrite period
First 120 days after Application Sign Date
This type of initial premium is draft immediately after issue
Draft Initial Premium Next Available
I meet with clients to sell life insurance contracts
Who is the Agent
Allows agents to authenticate using their voice as a password
Biometrics
These records may be required by the UW in order to complete the underwriting process.
Attending Physician's Statement (APS)
Agent Contact Page
The agent can call to request this initial premium method
Delayed Bank Draft (DBD)
I review applications for medical and financial information to make decisions on rate classes and premium.
Who is the Underwriter
If an agent has been fully authenticated, and they bring this person on the phone, we do not need to authenticate them
Policy Owner
This type of policy is considered a Non-Ascend policy
Term conversion
This tool can be used by agents prior to submitting application for Underwriting Quote
XRAE
This section of the application is where the selected initial premium method can be found
Part F
I am the main point of contact for agents regarding their application status.
Who is the Case Manager
These 2 types of call do not need to be authenticated when speaking to agents
New business & situational
This is where you can find ParaMed history
Requirements tab, history
The name of the system where iGo eApp is housed
iPipeline
If a policy is advance dated, this is provided to ensure coverage while waiting on payment
Conditional Receipt
I am responsible for ensuring agents know what they are selling and provide pre-sale advice
Who is Sales Desk