Question 1

Which LOC does the terms refer to - Allowance, Co-Pay, VSP, Davis

Accepted Answer

Vision

Answer

Dental

Answer

Life

Answer

LTD

Question 2

Which application you will use to Locate the Plan Holder Record

Accepted Answer

Salesforce

Answer

Mainframe

Answer

Siebel

Answer

OTTO

Question 3

Which is the 1st step in Sic Referral

Accepted Answer

Check for prior Referral

Answer

Check for PH Website

Answer

Check for Sic in RFP

Answer

Check for Sic in Manta

Question 4

Which information is NOT required in an Inforce Case?

Accepted Answer

Term Date

Answer

Sic

Answer

Effective Date

Answer

LOC

Question 5

Which of the following date is the most important in determining REQUOTE?

Accepted Answer

Quoted Date

Answer

Received Date

Answer

Effective Date

Answer

Proposal Expiry Date

Question 6

Which Sic Code Does Not Require a Referral

Accepted Answer

5731

Answer

5799

Answer

5789

Answer

9999

Question 7

If there is no Broker Firm name in the mail or any documents - How will you find the BF?

Accepted Answer

Signature of Marketing Contact

Answer

Signature of Guardian person

Answer

Signature of your Manager

Answer

Broker Firm in prior opportunity

Question 8

If the Plan Holder is not available in Salesforce - What is the next step

Accepted Answer

D & B Hoovers

Answer

Reach out to broker firm

Answer

Create PH record

Answer

Reach out to sales rep

Question 9

What is required for a Termed Case?

Accepted Answer

Term Reason

Answer

Year Founded

Answer

Effective Date

Answer

Sic

Question 10

Which of the scenario you would NOT create an opportunity?

Accepted Answer

Current Opportunity

Answer

1000+ Opportunity

Answer

Duplicate Opportunity

Answer

Not a Current Opportunity

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