Team Member Reminders
The person who should be CC'd on all WRPR emails
Who is: Lisa and Shawna
Do you have a reminder for the team, a processing scenario or question?
A four legged fur-son who is loved so dearly
Who is: Chibbs.
Discussion: Reminder for the Team: Reviewing BPM Comments/Requirements Tab.
As pending requested requirements can be there that haven't been ordered yet, and Cyber for all outstanding requirements when we get e-CSRs asking for the status update
Similar to the title of a Vanilla Ice Song this was performed by employees of American National and a video was created for all to enjoy
What is: "Ace Ace" Baby
Do you have an ACE action of the week?
The Form used to apply Bank Informaiton
What is: Bank Form 2011. Any updates on new form?
What is: ValueInt/Tina Harrison
The once young lad who's one worded phrase broke the internet in 2014, otherwise known as supposedly
Who is: The Apparently Kid
Do you have a reminder for the team, a processing scenario or question?
A holiday most motivated to celebrate (and win) at American National
What is: Halloween.
Discussion: The new Coastal Records procedure when sending APS request to Rochelle Foster.
Adding 'ALBANY' to the request and reviewing before sending to Rochelle to make sure the policy number/client info is 100% accurate.
a playing card with a single spot on it, ranked as the highest card in its suit in most card games.
What is: ACE of Diamonds.
Do you have an ACE action of the week that can be added on an ACE card?
The acronym for coming back to office
What is RTO. We received an email showing updates on the 2nd floor of plexiglass. Is there rumor of more employees returning?
This signed/dated document is not needed for activation of Terms, UL's, Whole Life's and IUL's but is needed for SPWL's.
What is: Bank Form/CWA.
The Team name for our Halloween costumes in 2018
What is: Drunk on Life.
Do you have a reminder for the team, a processing scenario or question?
Shawna's Birthday/Anniversary month
What is:May.
Discussion:Juvenile Signatures
“Contractual Obligations and Beneficiary Rights of Minors” document. UW team is going based on "age of majority" column of the spreadsheet so review that if you are not sure if the minor should have signed.
A movie starring Jim Carrey as a pet detective released in the year 1995
What is: ACE Ventura.
Speaking of.. do you have an ACE action of the week?
The Questionnaire used for the current pandemic
What is: Covid Questionnaire. This documents is not available for agents- received an email from Shawna on the document itself
What is: Keep Togethers, Agent Errors, "See question 4439" requirement, Draft dates/request for draft on approval, Forms already in file, missing documents, Cross Border, backdate to save age (if qualified), etc.
A site used to reorder materials used for Policy Assembly and office supplies
What is: Coupa
Do you have a reminder for the team, a processing scenario or question?
The agent who wishes to adopt Shawna into the family
Who is: Vinnie Daley.
Discussion: The CA specific System Issue
Chronic ABR is not allowed on any type of term coverage - issue in CYBER life where ABR form is being requested when a WL or UL has a term rider. OK to 30kw,, to clear and NOT request.
In this sport, an ACE is when you serve the ball and your opponent fails to return the serve
What is: Tennis
Do you have an ACE action of the week?
The two group names currently coming together to help create consistence processing procedures across both teams
What is: Improvement Proposal and Processing Procedures. Any updates on this and how beneficial it was to have Bryan include on chat? No communication since meeting cross teams
The agent has a case that was conditionally issued and would like to increase coverage
What is: Forward request to MLA Risk Assessment and await instruction to return to UW, if need.
The priority before processing any other work items
What is: Day before work items for Platinum/Northeast.
Do you have a reminder for the team, a processing scenario or question?
The dance move Shawna did for her wedding entrance
What is: The Dougie. AKA, the Dolce.
Discussion:
E-Signing company approved program reminder.
(LifeDoc example)
A phrase one may say when they receive an A or its equivalent in a test or exam
What is: "I aced that test!"
Please nominate someone with an ACE action of the week!
The person who trained us on Watson and e-CSR' procedures
What is: Kim Wiggins. Months ago, we all accepted trainings to procedures re: PUA Riders, Requirements Follow up, 1035 Exchange. Are we to see these again in the future, or is Shawna taking the reins. (Assume cancelled due to Covid)
The transaction to receiving in ANY-73 and when Question #3 is answers as "No".
2000 (tab) plan=;BEN=A2CH;ABRQUAL=y;.