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