UBS (Universal Billing System)
The name of the UBS Accounting System
What is OnePay?
System used to approve any communication piece created by the Marketing Specialist
What is MOM?
The number of different Call Centers within Mercer
What is 5? (Retiree, EBMA, P&L, MM365, Association)
Auto/Home Choice is only available when coupled with which Mercer Administration System
What is OnePay?
The purpose of the CAC role
What is to provide Exceptional Employee Experience one client at a time?
The method used when a payroll deduction is missed under the UBS system
What is Respread / Reamortization?
Two examples of a large case communication piece, created by the CAC
What are Divestiture letters or conversion letters or LOA notifications or Legal Annual Enrollment letters?
Contract between a client and Mercer which outlines call wait times and speed to answer times
What is a Service Guarantee agreement?
The auto quoting system was created and is maintained by this company
What is MMC?
Client Management resource documents are stored on this platform
What is SharePoint?
The supervisor of the UBS and Mitas Team
Who is Judy Shelburg?
The Manager of the Marketing Team
Who is Shelly Knutson?
Call Center System in which all call notes are entered, as well as requests for call out to be made
What is OneForce?
The name of 3 carriers offered on the Auto/Home Choice Program
Who are MetLife / Liberty Mutual / Travelers / Safeco / Progressive / Electric?
The department that handles the secure transmission of client employee files to & from Mercer
What is CDE (Corporate Data Exchange)?
The number of weeks of client non-payment before the UBS System stops billing
What is 12 weeks?
The two key communication documents used in Large Case Implementations
What is the discovery document and the Communications Launch Plan?
Two documents used to create MOSO
What are SPDs, rate charts, information brochures, or market analysis documents?
The enrollment tool used to bind auto or home policies
What is the Mercer Call Center?
Two government agencies that handle insurance complaints
What is the DOI (Department of Insurance) and the BBB (Better Business Bureau)?
The minimum number of swim lanes on a UBS Client Flow Document
What is 3? (Client, Mercer, Carrier)
The name of the most commonly used Mercer Client Website
What is Personal Plans Advisor (PPA)?
Type of Jira Ticket used to create a new client in OneForce
What is a MDW Jira ticket?
The average savings amount across all Mercer Book of Business for a 2019 Auto Policy
What is TBD?
Product-by-Product Mercer compensation information is provided by the CAC in this document
What is the IC&D Worksheet?