CK4
What page in CK4 is the Social Security number on?
L52257548
62D1 // Hot Key F1
What page is the best place for locating the servicing agent code?
0008673910
PNQ2
What is the servicing agent code for this policy?
Can distributions, such as loans and withdrawals be sent via EFT / Direct deposit for an ALIS policy?
No
How many years does it take to start accruing cash value within a whole life policy?
2-4 years
What does Lapse mean?
The closure of an insurance policy due to failure to pay the premiums within a defined grace period.
What page shows the agent code?
6201
What page are the beneficiaries found on?
PNQ7
What prefix do the 3 most popular ALIS policy numbers start with?
16, 19, and 22
What 2 administrative systems feed into OneSource Online?
Cyberlife and ALIS
What does it mean when the status of a policy says "paid up insurance?"
A life insurance policy in which all premiums have been paid, no further premiums can be paid and the coverage is still effective.
What keys fix everything in Ck4? For example, when the screen goes black or when we want to return to 62D1.
F12, F11, F2, F1
In GSYS, what page would you find the method and mode of payment? For policy 0008556500, what is the method and the mode?
PNQ3
Method is 1 = direct bill
Mode is 1= monthly
What page in an ALIS policy is the address found on?
1617191200
Page 2
How often is loan interest billed?
once a year
on their anniversary (issue date of policy)
What are the years of the Term life insurance policy?
10 yr, 15 yr, 20 yr and 30 yr (no 30 yr in California)
How do you get to the note pad screen? Also, what might you find on the note pad?
L52164970 ;
U1NP
You may find POA information, notes and alerts.
For Policy number 0008673910, where do you locate the paid to date? What is the date?
PNQ3 and date: __?__
What is the HOI quote for loan payoff?
What should you do to the date?
4170
Make sure the date is TODAY'S date.
What are the 3 places that you can get a social security number for a GSYS policy?
Page PNQ1
New Business Application (or original app.)
Look for a form that they have filled out within AWD.
What does "term" mean?
What happens if the insured dies during the term?
What happens if the insured outlives the term?
The number of years a person is covered.
If they were to die during that time we would pay a death benefit to the beneficiary on file.
If the PO outlives the term and does not choose to continue the term, there's no payout or benefit.
How do you get to the Values Screen?
What Hot Key shows us current date and what Hot Key shows older dates?
U1Q1
F10 -Current day values
F9 - older date range values
What screen do we see the values on?
Also, when quoting values as of TODAY, what must you do?
NFQ1
Change the date to today's date.
What is the HOI quote for loan value (or max loan)?
Can I find this information in any other system?
What loan amount and withdrawal amount can a PO can take WITHOUT needing a form?
HOI: 4163
Yes, OneSource Online
loan: up to $5,000
withdrawal: up to $25,000.00
What is the difference between a PUA Cal and an Illustration?
A PUAcalc uses real numbers and tells the client how much they are allowed to pay into the policy without overfunding and creating a MEC.
An Illustration is a projection of how the policy will perform based upon certain criteria.
What does conversion privilege mean?
Do all term policies offer a conversion privilege?
The last day a term policy can be converted to a whole life policy.
No but OneAmerica Premier Term offers a conversion privilege.