028 Deceased Terminations

Froggy Jumps

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This activity reinforces understanding on different 028 scenario's. Select the best answer.

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Sarah

Estados Unidos

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Froggy Jumps 028 Deceased TerminationsVersión en línea This activity reinforces understanding on different 028 scenario's. Select the best answer. por Sarah 1 Customer Access shows the policy as active, but CPIS does not. What is the first action to take? a Process the termination based on Customer Access b Close the Client Corr Business Event c Verify date of death and gather policy details before proceeding 2 Which statement is true for deceased terminations? a All refunds must be approved by a supervisor before being issued b The cancel date must be one day after the date of death c Refunds over $4,999.99 can be issued in Session H 3 Where should all work be completed when processing an off call deceased policy with refund? a Salesforce b Customer Access c The open business event 4 When a refund check of $1,200 is requested to be sent to someone other than the policyowner, what is the correct action? a Issue the refund as requested with no additional steps b Send an eCorr Reissue Refund Letter c Deny the refund 5 Why is a “P” cancel code not allowed in MAL when the effective date is the same as the Date of Death? a The cancel effective date must be one day after the date of death b MAL only accepts paid to date cancels c The policy must be refunded first

Froggy Jumps

028 Deceased TerminationsVersión en línea

This activity reinforces understanding on different 028 scenario's. Select the best answer.

por Sarah

Customer Access shows the policy as active, but CPIS does not. What is the first action to take?

Process the termination based on Customer Access

Close the Client Corr Business Event

Verify date of death and gather policy details before proceeding

Which statement is true for deceased terminations?

All refunds must be approved by a supervisor before being issued

The cancel date must be one day after the date of death

Refunds over $4,999.99 can be issued in Session H

Where should all work be completed when processing an off call deceased policy with refund?

Salesforce

Customer Access

The open business event

When a refund check of $1,200 is requested to be sent to someone other than the policyowner, what is the correct action?

Issue the refund as requested with no additional steps

Send an eCorr Reissue Refund Letter

Deny the refund

Why is a “P” cancel code not allowed in MAL when the effective date is the same as the Date of Death?

The cancel effective date must be one day after the date of death

MAL only accepts paid to date cancels

The policy must be refunded first

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028 Deceased Terminations

Froggy Jumps

Sobre esta actividad

Creada por

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028 Deceased TerminationsVersión en línea

por Sarah

Customer Access shows the policy as active, but CPIS does not. What is the first action to take?

Which statement is true for deceased terminations?

Where should all work be completed when processing an off call deceased policy with refund?

When a refund check of $1,200 is requested to be sent to someone other than the policyowner, what is the correct action?

Why is a “P” cancel code not allowed in MAL when the effective date is the same as the Date of Death?

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