Digitizing NYL
What pieces of information should we confirm on every call?
Email and Phone number
What are the 3 pieces of information needed for a client to register?
Last name, last four digits of SSN/TIN, and DOB
Due to system error, some clients were receiving duplicate correspondence. What were the letters in regards to?
Providing info to enroll in MYNYL and IVR self service
If client has verified that his/her email is correct on file, but client doesn't see option online that says *no I don't have my policy or account number*; what step should rep take?
Confirm/save in email repository
What devices can be used to register online?
-iPhone/Android phone
-Tablet/Ipad
-Desktop/Laptop
When updating clients info, what are the 3 eligibility messages will the representatives to see?
Success, Failure or Warning
What new feature has been changed to update client's information?
Client info tab in Service Central
Can a Power of Attorney register online?
No. *under any circumstance*
Can we update contingent bene if client doesn't indicate any changes to primary bene?
Yes
Where does phone or email have to be updated to show up on report for digitzing?
Service Central
What form is needed to register as an approved reprehensive online for non-policy owner?
Online Service Authorization *Form 22748*
What is the name of the new folders in the procedures library?
"Letters and Templates"
How many updates did Scott Marsh report this week, since we have adopted the digitizing program?
35,000
What steps do you take to identify multiple client IDs for policy owner?
Rumba, select CIS, response MCTX and SSN/TIN using the dashes
What state's Insurance Commissioner issued a proclamation for premium leniency for policy holders affected, due to severe storms and tornados?
Iowa