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NB - Understanding GPM

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Questions Answers
What tab would you look at to see if the group has been submitted to underwriting yet? Processing Tab
What tab shows the group name and DBA? Segment Tab
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
What are the two reasons a case would be closed as incomplete?
The group has been submitted to Underwriting once the GPM status shows “Quoting” as the status False
Where would you find the effective date? Segment & Processing Tabs

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