Salesforce Functionality
The area of Salesforce where knowledge/resource articles are found.
What is Knowledge?
The three types of life insrance are __________, ______________, and ______________.
What is Term Life, Whole Life, and Universal Life?
The ratings shown on fglife.com "Our Ratings" page are an indication of F&G's _________________.
What is financial strength?
The system where you enter your timekeeping information.
What is SAP Fiori Time Entry and Approval?
You are required to enter your working hours/timekeeping on this basis.
What is a daily basis?
The Salesforce search tool located at the top center of the screen.
What is global search?
The type of insurance with the most flexibile premiums?
What is Universal Life Insurance?
The name of the area on Saleslink where agents can download their client's contact information?
What is the Book of Business?
The system used for viewing your personal schedule?
What is Calabrio?
The type of contract that cannont transfer in a 1035 exchange?
What is an annuity contract to a life contract?
Clicking on the star icon (located at the top right hand side of the screen) will __________ the knowledge article you are viewing,
What is favorite?
The least expensive type of life insurance.
What is term life insurance?
The name of the section on Saleslink where you can search and download F&G's blank forms?
What is the Forms & Materials section?
This feature of Salesforce is used when searching and verifying a caller.
What is Search & Verification?
The LifeSys screen that you should reference when a policy is in new business status.
What is the 07 screen?
The "Line of Business" for article # 000002388 is___________.
What is F&G - Life?
The type of insurance that offers dividends.
What is whole life insurance?
The Saleslink feature that agent's can use to view the annual statement or policy pages for any business they've written (assuming they are an active agent)?
What is the Inforce policy search tool?
This system requires you to enter the company code TAG.
What is the DiG Image Portal?
These options can help a policyholder by preventing their policy from lapsing due to non-payment. They can also be used by a policyholder that no longer wishes to pay premiums on their policy.
What is nonforfeiture options?
To edit your favorites, you must click on the________ first and then click on the "edit favorites" link.
What is the down arrow?
This type of insurance offers low cost and wash loans?
What is Universal Life Insurance?
The Saleslink feature used to check if the agent is listed on a policy?
What is the Policy Heirarchy Search?
The system used to connect your computer to the G, P, R, S, and X drives?
What is the TAGTPA Drive Mapping?
The verification method used to verify an agent when making an outbound call to the agent.
What is no additional verification is required when the previous call is based on a previous inbound call?