Policy Services
What does POS mean?
Policy Owner Services
What kind of policy is income protection?
Term Insurance
What is the first level of leadership in our company?
Supervising Agent (SA)
What policy would pay a family for outpatient injuries at an urgent care?
A71
What is it called when you call a member 2x in row?
Double Dialing
What form is used for a change of Beneficiary?
Policy Service Request Form (PSR)
What does ALP mean?
Annual Life Premium
What is required to VIP in our Company?
Min 5000 ALP
What policy would pay a family a lump sum amount if ever diagnosed with Cancer?
C20
How many calls does it take on average to set an appt?
30-35 calls
What form is used when a policy holder is rated?
EAPP Draft Authorization
Signature is not required unless being recoded
What do we call a Whole Life policy for a Child?
Head Start
What is the highest level of management in our company?
Supervising General Agent (SGA)
What policy would pay up to $18,000 a month if hospitalized over 90 days due to cancer?
CNM
What are considered prime time hours to call members?
3pm-9pm
Where do I go to change banking information?
Agent Resource Center > POS> Change Banking Info
What do we compare a whole life policy to with Seniors in the FOC?
Pre arranged Funeral
What contract in AIL is considered a $250,000 management contract?
Managing General Agent (MGA)
What policy would be ineligible if client had diabetes treated with insulin injections?
A71
When you are able to jump in presentation immediately because member is available right now for a meeting what is that called?
Call In
If a policyholder calls you to cancel their policy, what should you do?
Say Yes you can help them and schedule a meeting then do a policy review and if they still want to cancel you have them call home office. You can not cancel for them for security reasons
What do agents receive every year a family keeps their policy?
Renewals
What are the requirements for personal production for convention?
$100,000 personal production PR's can earn up to $50,000 for you.
What policy would be ineligible if client had cancer 10 years ago?
C20 & CNM
Tracking calls is an important way to solve for what problem?
Not getting enough appointments set