NB - Understanding GPM
-
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