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Underwriting | Informal Application

Informal Apps - Test policy for shopping around - no evidence - minimal info Submitted by: Beth Abbott
Laura Zahn over 2 years ago in  1

Underwriting | Evidence

Use just in time evidence ordering Submitted by: Beth Abbott
Laura Zahn over 2 years ago in  1

Underwriting | Conditional Approval

Conditional Approval of cases based on evidence results we are still waiting on Submitted by: Beth Abbott
Laura Zahn over 2 years ago in  1

Indicator | Employee

Create an indicator for a Sammons Employee Submitted by: Ryan
Laura Zahn over 2 years ago in  2

Indicator | Mailing

Create an indicator for mailing preference(s) Submitted by: Beth Abbott
Laura Zahn over 2 years ago in  1

Indicator | Exception

Create an UW exception indicator Submitted by: Beth Abbott
Laura Zahn over 2 years ago in  1

Bank Information

Complete a prenote on bank information to test that it is valid before we draft. Submitted by: Beth Abbott
Laura Zahn over 2 years ago in  1

Upsell

Evaluate and review the overall upsell process. Submitted by: Beth Abbott and Lindsey Overgard
Laura Zahn over 2 years ago in  1

Reporting | Upsell

Track business exceptions (similar to Upsell now) Submitted by: Orlene Eichhorn
Laura Zahn over 2 years ago in  1

Underwriting | AURA

Capture the agent in AURA versus the agent on the lab slip if different send a task. Submitted by: Orlene Eichhorn Include close out date in aura and reopened dates and if multiple reopens all dates. Submitted by: Orlene Eichhorn Policy change fil...
Laura Zahn over 2 years ago in  1