STATES
What state is NH?
New Hampshire
If the TPP prefill you doing has questions related to Anxiety, which SHQ would these questions fall under in PHI2020?
Psychological Disorders
Scenario: If we are prefilling a DI(setting up a case) and the case ONLY says BTTC am, do we still send a text or not?
No
When sending the client a email due to a winrisk 3rd attempt follow up, do we need to attach/insert the PHI Marketing Flyer?
Yes
What is the format of the date in the US?
mm/dd/yyyy
How would Alaska be abbreviated?
AK
When completing a TPP second attempt follow up, with which status do we update PHI2020?
Second attempt call
What does a DI policy number start with?
85 or 63
After completing a Winrisk NEWS prefill on the assignments file, what colour do we highlight a policy that is consent to text?
RED
Which Dr. specializes in Cancer?
Oncologist
If NM is New Mexico, then what is WA?
Washington
When dealing with a TPP third attempt that is not consent to text, who all are supposed to get an email?
Customer, Agent, Account Manager and Agency/Firm
When completing a DI Concur , where and who should an email be sent to?
DIPMS and LIFE UW
Where would we put our prefill notes in WR when Balance of Information is not provided?
Telephone Inspection
Contract numbers beginning with 23,24,38,42 belongs to which systems?
TPP
John took a trip to IL , and invited his friend Sam to join, Sam lives in AL. Which states are being spoken about?
Illinois and Alabama
What is the first thing we do when entering a TPP policy?
Temporary ownership
Where do you find the client's occupation on DIPMS?
Additional info tab
When prefilling a LIFE Winrisk, what is the first place we go to once we in the policy?
Requirements
True or False: Juveniles under the age of 5 do not have a ssn?
False
Lily lives in ID and went on vacation to AR with her cousin Sarah who lives in OK. Along the way they went to pick up their friend Josh who lives in OH. In which state did Lily's trip begin?
IDAHO
When doing a TPP 3rd attempt follow up, which system do we use to send the third attempt agency email from?
TPP (correspondence)
The normal prefill subject line is "BTTC AM/PM PREFILLED".
If there is no AM OR PM selected for bttc on trex, what would the subject line for the prefill be?
BTTC NOT PROVIDED PREFILLED
When doing a LIFE Winrisk prefill that is not consent to text, which colour do we mark it as?
Green
What is the required age for a customer to do a cognitive assessment?
60 years and older