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Loan and Surrender

Across
A policy that does not have any cash value?
Who is the person that is assigned to the client's policy?
An option we choose in Assist Edge to allow additional searches within the same phone call.
The screen that provides an overview of the policy.
What are APL, Term and Paid Up?
The system we use to update client information.
The program that we use that allows us to quickly document a case from a list of common scenarios.
Another name for a billing account.
What do the Loan and Surrender planners start with?
What department do you work in?
Where is a list of our edits located?
Down
A policy that is portfolio based. Provides lifelong protection.
This edit may show if the policy was issued in Texas. It is bypassable
What does CSS stand for?
What is the name of the program that acts as a "shell" for the programs that we work with in Loan and Surrender?
Which tab is used in casetracker to add documentation?
True of False? We can process an address change for a client that has an Investment account with NM?
In which option can we see all of the policies/accounts that the client has with us?
True or False. Can some edits be bypassed without analyzing?
In what system do edits appear?