B
Who should the agent reach out to if they want to contract as ICA?
MGM
Jarvis now has a feature where the agent is able to click into Sircon directly from Jarvis, what is the name of this?
PISA
If an agent wants to change their upline instantly without waiting, they must get what to submit with their new onboarding?
Release Letter
Agents must be licensed and appointed in state before they sell. However there are some states that allow the agents to just be licensed, and they do not have to officially request the appointment. Instead we will appoint them for the entities needed after they submit an application. What is this called?
Just in Time State Appointment
If a principal does not have an active Writing ID, but they do have an active Party ID - what is this a sign of?
Non Writing Principal
Where can we find the email address for the local Agent Manager (MGM)
Key Market Contacts
Username for Jarvis is known as this
OHID
If an agent is not able to get a release letter, they can submit this to shcerts@uhc.com to begin their 3 month wait period before they can move.
Intent to Move
If an agent wants to sell other carriers, but does not want an upline - what are their options?
If an agent wants to sell other carriers, but does not want an upline - what are their options?
When an agent adds a state appointment for a state they do not live in - they may receive this depending on the state
Non- Resident Appointment Fee
Our agent just got their PID letter, what action do they need to do before they get their Writing ID?
Certifications
When an agent wants to add an license, they need to reach out to who?
State Department of Insurance
To complete their certifications, a principal agent must log into which Jarvis account?13
Principals account
When registering Jarvis an Agent must put in their Party ID, Last 4 of TID, and this.
Zip code
What database system are we able to see demographic, licensing, upline, etc information for Active contracted agents and is the source of truth?
ICM
Anyone above an agent within the EDC Hierarchy is known as this.
Upline
Agents will use this system for onboarding and it will house their original contract/any contract amendments
What is the top level of the External Distribution Channel?
NMA
Who are we not permitted to assist in helping access an Agent's Jarvis account?19
Contacts
There are two systems that we will see tomorrow.
One we will use to see what is holding up/the status of a "packet"(contracting request) and/or make sure we have received the request
The other we will use to the view everything received/sent out such as emails, termination letters, PID letters, ITM
PX/ImageRight
We have to verify these 4 things before we assist in helping an agent access Jarvis.
TID/DOB/Phone#/Bank account or mailing address
During September 1st – Dec 31st, agents are not able to change their hierarchy and this time period is known as the:
Blackout Period
Some agents are not paid by UHC, instead their upline owns their Book of Business. What agent type is this?
Solicitor
What do the agents receive after completing everything in their onboard contracting process and is their first sign they are ready to sell?
What is the first ID given to the agent from UHC?
Party ID