CK10 Screens
Policy Values screen
What is 62Q1?
System used for Verification
What is CFE?
System used to confirm if a client has an online portal account
What is Client Administration/Client Security?
A work item status used point of call to submit transaction request
What is a "created" work type?
The session you would need to use to confirm banking details for Penn Check
What is PACM?
Rating class and Riders
What is 62D2?
System you would use if a client is following up on a request.
What is Chorus?
System and navigation steps to review the beneficiary arrangement on a policy
What is CFE?
Business Functions - Client Info - Beneficiary Inquiry
Work item type used to document a client discussion and is informational only.
What is Phonecall?
Screen you would use to quote a loan
What is U1LN?
Roles and Product Information
What is 62D1?
System used to confirm Financial Professional status
What is Field Finder?
Primary system used for policy details
What is CK10/Mainframe?
Work item status used when another business unit needs to review request and provide approval
What is Rndzxxdays?
Session used to review dividend history for a policy
What is DVHS?
Premium Information
What is 62D3?
System used to view most recent Annual Statement.
What is Insight?
The full system name for CFE
What is Common Front End?
Work type status when a request is submitted via form.
What is Indexed?
Session used to review the termination details of a policy
What is TMND?
Dividend and Direct Recognition Information
What is 62DV?
System used to find older documentation on a policy
What is Vignette IDM?
The systems and data points you would review when you receive a call (be specific)
What are CFE and CK10?
CFE - Client info and address
CK10 - U1NP, 62D1 (plan code, status, paid to date, payment mode, issue state), 62D2 (rating class and riders)
Process to search for a work item on a specific policy
What is Search - PML Lookup - enter contract number and remove from date - Click on search?
Session ID's for Penn Mutual Life (PML) and Penn Insurance & Annuities (PIA)
What is 07 (PML) and 08 (PIA)?