NB - Understanding GPM

Name:

  1.  
    The group has been submitted to Underwriting once the GPM status shows “Quoting” as the status.
    A. False B. True
  2.  
    What tab would you look at to see if the group has been submitted to Underwriting yet?
  3.  
    What status will the group show in if the Service Support Rep finds the group’s address is wrong in CRM/SMART?
  4.  
    What tab shows the group name and DBA?
  5.  
    What are the two reasons a case would be closed as incomplete?
  6.  
    Where would you find the effective date?
  7.  
    Where in the document list do you find the original submission documents from the agent?
Answer Key
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NB - Understanding GPM (Answer Key)

Name:

  1.  
    The group has been submitted to Underwriting once the GPM status shows “Quoting” as the status.
    A. False B. True
  2.  
    What tab would you look at to see if the group has been submitted to Underwriting yet?
    Processing Tab
  3.  
    What status will the group show in if the Service Support Rep finds the group’s address is wrong in CRM/SMART?
    Pending Carrier Correction
  4.  
    What tab shows the group name and DBA?
    Segment Tab
  5.  
    What are the two reasons a case would be closed as incomplete?
    Group decided not to move forward or the agent did not reply with missing information
  6.  
    Where would you find the effective date?
    Segment Tab (Processing Tab as well)
  7.  
    Where in the document list do you find the original submission documents from the agent?
    Internal Docs Folder

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