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How do I find out whether the applications have been sent to the carrier?
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Choose an Action Menu > Application Management. Click "These applications have submission codes. Click here to see details" It will provide you with all the submission codes for the carriers, when the applications were picked. Scroll over the submission code as it will provide the list...
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How do I find out whether the applications have been sent to the carrier? |
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Under the client's Choose an Action Menu, locate the option Submission Code History. It will provide you with all the submission codes for the carriers and when the applications were picked up. or Under the client's Choose an Action Menu, locate Application Managent. Click on the link at th...
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How do I map or set up the EOI questions on carrier applications?
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Part I: EOI Application Mapping on Final Plans – Voluntary Life Plans Make sure the Voluntary Life plan is set to show the applicable carrier for this plan. In this example, we will be using Guardian as the carrier. The carrier has probably already been selected, since this is a required f...
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