New Business Codes
What does the code "Issue Date" mean?
Issue Date = Date policy issued with home office, same as effective date if client requested "upon approval".
What are
DOI HMO PPO
Department of Insurance
Health Maintenance Organization
Preferred Provider Organization
What is a PreScreen and WHERE can you find it?
PreScreen = online form to complete when a client has issues that may prevent them from getting thru underwritting. It is under NEW BUSINESS on the Agent Portal.
NOTE: Always double check your underwriting guide and talk to FTA or FSL BEFORE submissin
What are the morning PRIME Time Calling hours Monday - Thursday?
8:00am till The Walton's come on 12:00pm
AM PRIME TIME
Monday - Thursday
What do we use to show our clients our plan detail during v-appointments?
Crankwheel
What does the code "Effective Date" mean?
Effective Date = date client requested policy to begin or date issued if client requested "upon approval"
What are
FSL FTA
Field Sales Leader - Jackie Joy
Field Training Agent - Susan Beavers
What happens if a client misses a v-call?
How do you know & What do you do?
Agent is notified via text & e-mail
Agent should reach out immediately to re-schedule
after trying to resolve whatever question or concern caused the client to miss the call.
What are the PM PRIME Time calling hours Monday - Thursday?
4:00pm - 10:00pm
PM PRIME Time
Monday - Thursday
What do we use to keep track of our contacts and prospects?
Vanilla Soft
What does the Code "Paid to Date" mean?
Paid to Date = date to which the policy is paid in full, also due date of next premium
What are
RSL DSL
Regional Sales Leader - Kevin Farrell
Division Sales Leader - Tony Penny
Name at least 3 groups suggested for networking in our training guide
What are the AM PRIME Time calling hours on FRIDAY?
8:00am - 10:50am PRIME Time calls FRIDAY
Farrell Regional Roundup at 11:00am
PENNY Division Fun Fest 11:45-12:30
What do we use to get pricing on our plans?
USHA Premium Quotation Software
What does the code "In Force" mean? What should the Agent do when this code first appears? (name 3 things)
In Force = Policy is approved and will begin on the requested effective date.
Agent should Contact Client, congratulate them on being approved, remind them to contact you if they have questions or need help with anything, and ask for referrals
What are
HBP PMA
High Blood Pressure
Positive Mental Attitude
What are our principles?
Value for the Customer
Income for the Agent
Growth for the Company
Wealth for the Shareholders
Opportunity for
What are PRIME Time calling hours on SATURDAY?
9:00am - 2:00pm Saturday PRIME Time
What do we use to make phone calls over the internet?
Vanilla Soft and a headseat
What does the code "Submit Date" mean?
What is the Maximum number of days allowed between the Submit Date and the Effective Date for an agent to receive an Advance?
What is the Maximum number of days allowed between the Submit Date and the Effective Date for Premiere Choice and Secure Advantage Plans?
Submit Date = date application is submitted
Effective Date must be within 45 days of the Submit Date (including the Submit date) for the agent to receive an Advance
Effective Date must be within 60 days of Submit Date (including Submit Date) for PC and SA Applications
NOTE: Must be within 30 days for Health Access
What do APS & NIPR stand for?
What is NIPR?
Attending Physician Statement
National Insurance Producer Registry
a not‐for‐profit technology company that provides cost‐effective, streamlined, uniform licensing data & compliance services for insurance professionals.
Together with the NAIC and the insurance industry, they protect & serve insurance consumers.
What is USHA's Commitment to us?
to provide a career opportunity
that will enable you to achieve success
no matter your definition
What are PRIME Time calling hours on SUNDAY? AND
How many hours of PRIME Time calling are recommended each week until Agents start getting 1/3 of their clients from Referral Partners, 1/3 from Word of Mouth & 1/3 from Prospecting
30-35 hours per week of PRIME Time calling are recommended for Agents
Where do we go to get training, online applications, and approved Marketing Materials?
What other thing do we need to in order to gain access the thing described above? (and our USHAdvisors.com e-mail account)
USHA Agent Portal
DUO Application