Name:

Question or Hint Answer or Word

The group has been submitted to Underwriting once the GPM status shows “Quoting” as the status. False (wrong answers: True)
What tab would you look at to see if the group has been submitted to Underwriting yet? Processing 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 tab shows the group name and DBA? Segment Tab
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
Where would you find the effective date? Segment Tab (Processing Tab as well)
Where in the document list do you find the original submission documents from the agent? Internal Docs Folder