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Froggy Jumps

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SCREEN CODES

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Steph

Singapur

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3	Rosy 21 de Julio de 2026	% 70	03:44

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Froggy Jumps Let's CODE in!Versión en línea SCREEN CODES por Steph 1 Which screen would you use to view the policy's basic information and serve as the home screen? a 62D1 b 62D2 c 62DB 2 What information can we provide to a Payor? a Full policy details b Payment information only c Beneficiary changes 3 A caller asks what billing mode is currently on the policy (Monthly, Quarterly, Semi-Annual, or Annual). Which screen would you check? a 62D3 b 2606 c U1DA 4 A spouse calls requesting the cash value of a policy. They are not listed as the Beneficiary and do not have POA documentation. What information can be provided? a Full policy information b Cash value only c No policy information 5 A policyholder wants to review rider and benefit information. Which screen should you access? a 62D3 b 62D2 c 27NA 6 A funeral home calls regarding a policy, and the Insured has not yet passed away. What information can you provide? a Full policy details b Payment information only c No policy information 7 A premium draft was rejected, and the policyholder wants to know why. Which screen can provide the reason for the decline? a U1NP b U102 c 62D2 8 A policyholder wants to know who is currently listed as the beneficiary. Which screen should you review? a 62DB b 6295 c 6273 9 A caller identifies themselves as the Assignee on the policy and requests information. After proper authentication, what can you provide? a No information because only the Policy Owner can receive information b Any information on the policy, but the Assignee may not make changes to the policy c Information only if the Insured is deceased 10 A caller wants to update their phone number on file. Which screen should you access? a U1NP b 27LM c 6290 11 A caller wants to add a new bank account for automatic premium drafts. Which screen should you access? a 27NA b 27BI c 62DB 12 A caller states they are the Payor on the policy and asks if the policy can be reinstated after lapsing. What should you do? a Process the reinstatement request b Advise that only the Policy Owner can request reinstatement c Transfer the call to the Beneficiary 13 A policyholder wants to change their billing frequency from monthly to annual. Which screen should you use? a 27BI b 2606 c U102 14 Can a Signor make changes to the policy? a Yes, anytime b No, but may request removal of banking information after verifying all banking details on file. c No 15 Who is entitled to any information on the policy? a Beneficiary b Policy Owner c Third Party Designee 16 What must a POA document specifically cover? a Real estate only b Travel matters only c Financial matters including banking and insurance 17 A caller claims to have Power of Attorney and requests to update banking information on the policy. The POA documentation is already verified on the account, And POA specifically grants authority over financial matters. What should you do? a Refuse all requests from the caller b Treat the POA as entitled to the same information and changes as the Policy Owner c Only provide payment history 18 Before removing an automatic payment method from a policy, what screen must be updated first? a 2606 b 27LM c 6295 19 A Beneficiary calls asking for the policy status while the Insured is still living. What should you tell the caller? a Provide all requested policy details b The Beneficiary is not entitled to policy information while the Insured is living c Provide policy values only 20 A policyholder moved to a new residence and needs their mailing address updated. Which screen would you use? a 27LM b 27BI c 27NA

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Let's CODE in!

Froggy Jumps

Sobre esta actividad

Creada por

Descarga la versión para jugar en papel

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Froggy Jumps

Let's CODE in!Versión en línea

por Steph

Which screen would you use to view the policy's basic information and serve as the home screen?

What information can we provide to a Payor?

A caller asks what billing mode is currently on the policy (Monthly, Quarterly, Semi-Annual, or Annual). Which screen would you check?

A spouse calls requesting the cash value of a policy. They are not listed as the Beneficiary and do not have POA documentation. What information can be provided?

A policyholder wants to review rider and benefit information. Which screen should you access?

A funeral home calls regarding a policy, and the Insured has not yet passed away. What information can you provide?

A premium draft was rejected, and the policyholder wants to know why. Which screen can provide the reason for the decline?

A policyholder wants to know who is currently listed as the beneficiary. Which screen should you review?

A caller identifies themselves as the Assignee on the policy and requests information. After proper authentication, what can you provide?

A caller wants to update their phone number on file. Which screen should you access?

A caller wants to add a new bank account for automatic premium drafts. Which screen should you access?

A caller states they are the Payor on the policy and asks if the policy can be reinstated after lapsing. What should you do?

A policyholder wants to change their billing frequency from monthly to annual. Which screen should you use?

Can a Signor make changes to the policy?

Who is entitled to any information on the policy?

What must a POA document specifically cover?

A caller claims to have Power of Attorney and requests to update banking information on the policy. The POA documentation is already verified on the account, And POA specifically grants authority over financial matters. What should you do?

Before removing an automatic payment method from a policy, what screen must be updated first?

A Beneficiary calls asking for the policy status while the Insured is still living. What should you tell the caller?

A policyholder moved to a new residence and needs their mailing address updated. Which screen would you use?