Agent initiated inbound call for new customer with no existing Pre-fill Log created. Sales Assistant is on the phone with the applicant when he/she clicks I Agree and an ACN/all vSignature IDs is/are received
What is Complete – Application Submitted INBOUND Call.
100
This is used for company & team meetings
What is In a Meeting
100
This is automaically generated after a profile is created for a SECA application.
What is Email with link to access application.
100
We need to click on this button to create a new profile on a NY app.
What is "Register Now"
100
This state does not require payment information in order to submit application.
What is NY
200
Outbound appointment call to customer with an existing Pre-fill Log that previously had an incomplete disposition; Sales Assistant advances to E-Sig Page and the customer will submit on their own.
What is What is Complete – Application NOT Submitted OUTBOUND APPOINTMENT Call.
200
Only used in emergencies
What is Away from Desk
200
This is what is given to the customer after submitting their application.
What is Confirmation Number.
200
This is what we enter for the state of marriage if an applicant was married outside of the United States.
What is NY.
200
This system has to have notes entered into it after every application.
What is SALI.
300
Application is NOT completed up to the eSignature page and no appointment is set.
What is What is Incomplete – Customer Will Finish – Follow Up.
300
This is used for Emailing e-sig instructions, Finishing paper application (done primarily during recording), and Updating SALI.
What is Additional Follow-up
300
This feature makes it easier to change information previously entered into a SECA application.
What is move freely between sections of application.
300
This is what is entered into the Notes after a NY call no matter what.
What is User ID and Password.
300
These states are guaranteed issue states.
What is NY & ME.
400
Outbound appointment call scheduled with customer; no application started.
What is Incomplete - Partial – Appointment Set – No Application – Follow Up.
400
Used when you are experiencing computer issues.
What is Available, NoACD
400
This information is needed to create a profile on a SECA application.
What is First name, Last name, email address.
400
This is what the applicant would use as their "confirmation number" after they submit a NY application.
What is App ID.
400
This is what we would use in order to send emails to a customer.
What is secure email.
500
Return inbound call from Agent or Customer with an existing Pre-fill Log that previously had an incomplete disposition. Sales Assistant advances to E-Sig Page and the customer will submit on their own
What is What is Complete – Application NOT Submitted INBOUND RETURN Call.
500
This is used for project time, agent requests callback, and dropped calls
What is Offline-Outbound.
500
This state makes you choose the correct "Apply Now" button according to what the applicant is applying for.
What is VA.
500
This is the reason we ask if the customer currently has coverage in NY.
What is cannot have double coverage.
500
This needs to be read to the customer before answering any health history questions.