Genesis
The screen that provides the funeral home information.
What is screen 39?
This product type is also known as "Dollar for Dollar"
What is Flex?
This is the wildcard symbol for searching.
What is the %?
In Genesis, this is the total amount that has been paid into a policy.
What is LTD or Life to Date?
These 2 team members are learning TLOC
Who are Madison and Kimani?
The screen that provides the insureds date of birth
What is screen 34
(will accept screen 22)
We would issue this product if the customer was able to pay the entire contract in full at the time of application.
What is Single Pay?
Genesis is a Policy Based System and OIPA is this type of system?
Who/What is Client based?
This is the name of the contract that outlines the final wishes of an individual at a funeral home.
What is a Preneed, Goods and Services, or G&S?
This is the inact code in Genesis indicating a claim has been paid.
What is 6?
This is the screen that would provide the beneficiary.
What is screen 22?
(Will also accept screen 19)
This product requires the customer to answer health questions.
The two status fields that indicate the current state of the policy.
What is Policy Status and Segment Status?
What is irrevocable?
This is the name of our largest partner.
Who is SCI?
This is the screen that indicates if the policy is irrevocable.
Screen 2
This policy has a provision for accidental death in the first 2 years.
What is ROP or Return of Premium?
The screen/page that shows the actions that have occurred on a policy.
What is Activities?
This is when the insured changes their mind and receives a full refund of all premiums.
What is Cancellation/Freelook
This is when the insured turns 100.
What is Maturity?
This is the screen that indicates if the policy is underwritten.
(Will also accept screen 34)
These products will only refund premiums if the cause of death is in the first 2 years.
What are all products?
This is the screen/page where you can find the maximum loan available.
What is Inquiry / Conservation?
This is when the insured is beyond the 30 day freelook period.
What is Surrender?
This is the inact code in Genesis when the policy has been surrendered.
What is 1?