General
What does ILLUS stand for and what is it's purpose?
Illustration -It's a projection into the future of the policy based upon a set of criteria.
What administrative system uses this policy number L52259217?
CK4
When launching 3270, what do we type in first to enter the screen with all of the "drawers?"
SESS
If on a call and it happens to drop, what should you do?
Please go into Aux 8 (outbound call) and call the client/caller back so that it won't appear as if we disconnected the call.
What is the standard turnaround time for and address change?
5 days
What does Remittance mean in AWD?
It means a payment has been mailed in and when you click the + you will see lockbox.
What plan is this policy: 577A265810
State Life Fixed Annuity
What do we always click before going into a NEW policy in Cyberlife?
Click the word Close and then click Contract Status to enter a new policy number.
Lunch breaks are how long?
It's a management decision and it's noted in the Daily Good News. Lunch breaks are typically 30 minutes but sometimes 60 minutes. During tax season (Jan.-Apr.) they will always be 30 minutes.
What is the standard turnaround time for VARSURROWN and what does VARSURROWN mean?
2 business days is the standard turnaround time for processing a surrender of a variable product for a client.
What does the policy status "Issue Restrictions" mean?
The policy is still in the hands of the Case Manager. We may be waiting on the proxy to be signed and returned or possible the first payment to be applied to the policy.
We look up these type of policies 000928927 in what administrative system? What is the book of business for those policies?
GSYS / Old State Life
What do you do first in CMOD before entering in a policy number?
Click "Clear All Fields"
How many breaks can you take per day? Are they scheduled? How long are the breaks?
2 scheduled, 10 minute long breaks per day.
What is the standard turnaround time for LOAN and WITHDRAW?
2 business days
What system do we use to send a Secure Email?
Mimecast
What is the Book of Business for ALIS?
American United Life Insurance / AUL
Where do we go to unlock or reset an agent's or client's online account?
Resources and then use Customer Service.
Kronos time keeping question: If you double punch your time card or forgot to punch in or out, who would you contact to fix your time card?
Email management in order to fix your time card within Kronos.
What additional item may accompany a MODECHG work item when a client is changing their premium mode from a shorter to a longer amount of time?
(ie: monthly to annual)
A fractional premium may need to be requested in addition to the MODECHG work item.
Can a client change their payment mode from monthly to quarterly?
If so, what work item may need to accompany that request?
Yes
It is a Mode Change work item.
All 10 digit policies starting with a 5 are in what system and what book of business?
Cyberlife
State Life / SL
What system do we use to look up product information?
OneSource Online / OSO
Name at least three ways that a client can make a payment on their policy.
Payment by phone (Payer Express)
Mail a check to make a payment.
Make a payment on www.oneamerica.com
Email or mail in an Epayment form for a one time payment.
Is there a difference between ILLUS and ILLUSAGT?
ILLUS = client is making the illustration request & standard turnaround time is 10 days.
ILLUSAGT = agent is making the illustration request & standard turnaround time is 5 days.