Informal Application Processing

The instructions provided by SmartOffice are vague, and we’ve made some internal changes to make the process more user-friendly.  Click HERE for a step by step instructions on how to formalize a case.

Note that due to the online nature of the app, the SO database encounters these errors.  Please follow through the steps below to fix the problem:
[1] Search the policy under “Pending Case”   [2] Under the “Details” tab of the case, remove yourself as the case manager by clicking on the “x” button to the right of your name  [3] Don’t assign any new case manager yet, click on the “Save” button to save the policy  [4] After saving, go to the “Case Manager” field and reassign yourself as the case manager.  [5] Click on the “Save” button to save the policy.

The Record Merge utility consolidates the contents of a "source" record into a "target" record to create a single, merged record. The user is then given the option of deleting the source record.  Noted that special permissions are required to do any type of merging.  If you don't see the merge tool on the advanced menu, please let me know.  Click HERE for more details...

Just recently received a large number of cases under one corporation.
I entered the Corporation as a Business and I entered the employees under the employee census tab.  Click HERE for more details...

Other, Inforce, Paid

03/29/2011

It was already confirmed by two different SO people that the Purple Notes can be seen, but the Yellow (client) notes cannot.

Whenever setting the status of your SO requirements, please use “Outstanding” instead of “Pending”

As you know, we need to always select the carriers that are highlighted in “blue” (resource office) when working in SmartOffice, as opposed to the carriers in “white” (converted from AIM GA) unless it’s a carrier that is not available through the resource office (ex:  New York Life).

I just started migrating the carriers in AIM GA to the resource office carriers;  William Penn and Banner were done yesterday.  You should now only see one William Penn and one Banner when selecting them from the carrier list. 

NOTE:  You will still be able to see the old products from AIM GA because of the inforce cases, but they are not to be used for any new cases input in SmartOffice.  If the product you need is not highlighted in blue, please let me know so that I can contact Ebix and have it added from the resource office. 

REPORTS:  If you need to run any reports sorted by Carrier, you will need to select both the resource office carrier and the AIM GA carrier until all of the AIM GA carriers have been migrated.

Once the carrier migration is done I’ll begin adding the underwriters and home office contacts.

The status of the case needs to be changed to an underwriting status.  If the status is Closed Trial as an informal, the step that is missing below is that you need to change the status back to informal application.  That will move the case back into the pending list.

Please follow these rules when entering premiums in the premium fields for Smart Office – this will keep the records accurate etc.  For example, Single Premium – UL, 1035 is 158,321; The target is 11,045

Here is how to input: Modal Premium is 158,321; Mode is Single Premium; Pay Method is Direct Check; Target is 11,045; 1035 is 158,321; Check DO NOT CALCULATE BOX

1_    1)  Look up “Contact” and enter client’s name; 
2)   Click on “Policies” tab – change Stage to “ALL”  (you can also change the Stage to “Informal Application” if you know it’s an informal, it’ll show up with either one)
3)  When the info comes up, change “Status/Date” to “Pending”.

A good idea would be to use the old case number from ZeBu and add “ASG” in front of it.  I made the policy number for Fendelman ASG29568 and was able to put it into an “informal pending” status.

1) Find the case manually by using the pending case search box
2) On the detail tab of the case, go to the case manager field
3) Make sure your name is on the case manager field
4) Remove the case manager by clicking on the x button to the right of the name
6) Click on the save button to save the changes
7) Click on the case manager field name then select yourself as the case manager
8) Click on the save button to save the changes

Note that even if the case finally shows up on your pending case list, the requirement assignment might still be pointing to ALLUSERS.  If you want these requirements to show up on your follow-up list, you will have to go to each requirement and make the change.