Show:
Agent & ING Pro
AdminServer
WISE
Product
Coachware & Other Stuff
100
This is the level for the National Account
What is level 8?
100
This tab is where you enter the product, term length & face amount.
What is the Policy tab?
100
You see a symbol to the left of the WISE ID for an item in the queue.
What is locked?
100
These factors make the case advanced.
What is over $1m and/or proposed insured is 61 years of age or older?
100
My QC's should be looked at and corrected within this timeframe.
What is asap?
200
This is where you can find the Agent % split. E.g. 50%/100%
What is the Agent Report Page?
200
I do this when the Activities tab shows a yellow triangle with an error message.
What is email Matt with the policy number and a nice message like "Please can you clear this error?"?
200
Make sure these are correct so we know what the document is.
What is Doc Type/Doc Detail?
200
The ABR is not available in this state.
What is Oregon?
200
If the Proposed Insured is 17 or under select this product.
What is ROPE?
300
Clicking on this in ING Pro will tell you how we will contact the GA. E.g. Fax/Email etc.
What is Communication Preferences?
300
This is the process to add Estate of the Insured.
What is primary/contingent bene>find>drop-down Other>find>select radio button for Estate of the Insured?
300
These are the steps you take when the case is an informal.
What is clear policy number field>Action:Return to Queue>App Type:Informal>Submit?
300
The requested rating class can be found on these documents.
What is Application, Illustration and cover sheet?
300
This is what I do when the application shows a DOB of 08/04/1971 but the HIPAA shows 08/05/1971. All other details are the same. We have no Lab Slip for clarification.
What is use the DOB from the App and add an outstanding Reply to memo requirement with an agent message asking for confirmation of the DOB?
400
These are possible reasons as to why Adminserver will not accept your agent # when adding the writing agent roles.
What is: - the agent number was mis-typed/spaces included? - the number being used is NY only/not NY? - you are trying to add SSN? - your computer crashed?
400
This is where I alter SSN, Name and DL# for an existing client.
What is Client Role>Activity>ClientNameChange?
400
An HIV form is received which states there should be 4 pages, the sign page is page 2. We only have pages 1 and 2. (Hint: IGO/NIGO?)
What is In Good Order?
400
Applications with these products are marked as CNB and returned to queue.
What are UL, VUL and GDBUL?
400
This is how I complete my tracker and send it.
What is: - Policy number/Nat Acct/GA/Missing Reqs etc? - Send Remote? - Send to Gayle, Matt, Neil, Chris, Amanda? - Include notes in email about other things worked on(e.g. QC's/return to queues/meetings/training)?
500
***Agent Bonus Challenge***
***Agent Bonus Challenge***
500
I look out for these activities in the Activity Tab before processing my Case Transfer.
What is CMInitialAssignmentInfo and UWAssignmentInfo?
500
The policy has labs and exams and looks complete. These will be my WI sub-status and action.
What are UW 1st Review PP & Move to Underwriting?
500
This rider is not available to people over 55 years old.
What is the Waiver of Premium rider?
500
***Coachware Challenge***
***Coachware Challenge***