Pending on the IEZ Quote System… Objective: Access IEZ Quote for your client’s pending status

Pending on the IEZ Quote System…

Objective: Access IEZ Quote for your client’s pending status

Pending on the IEZ Quote System. © SBGI 2009 (47 slides)

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Introduction:

This presentation will show you how to use the Pending Status Procedure in IEZ Quote to:

Track an Individual client through the underwriting process as seen by a writing agent, GA, and MGA

Send messages to the MGA level in IEZ Quote for transmission on to the underwriter

Add a missing Individual client and/or his insurance policy record to which the Pending comments can be attached and saved as Notes

See where Assurant sends their Pending information to IEZ Quote on a daily basis so you are up-to-date.


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You must see to believe…

Pending is a “live” procedure that happens on the IEZ Quote System everyday, so it’s a difficult thing to simulate and demonstrate

If you don’t have a case in underwriting with Assurant, consider submitting one or more so you can track your clients through the Pending procedure

But short of that, we’ll outline the procedure and include some illustrations here…


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Pending from three perspectives… The following examples will first look at the

screens a writing agent sees, Followed by examples of screens that your

General Agent encounters in the Pending Procedure,

And ending with examples of screens that the Managing General Agent sees during the Pending Procedure.


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Launching SBGI’s IEZ Quote System…

After an agent launches his browser he runs the simple URL www.IEZQuote.com; this is the screen that first appears:

The agent clicks on the “Members” tab to get to the login screen.


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Logging into IEZ Quote as a Writing Agent…

After an agent launches his browser and runs the simple URL IEZQuote.com, this is the screen that appears:

The agent enters his Username and Password to login.


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Running My Pending Procedure in the IEZ Quote System…

The main menu displays procedure links in the white (left) area and links and menus for the Navigator in the yellow (right) area Clicking on the Home

link above the Navigator anywhere in the system will return you to this home screen:

Clicking on “My Pending Status” launches the Pending Status procedure.


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“My Pending Status” link…

Clicking on the link “My Pending Status” launches the screen shown here: It will show pending

information for all cases you have with Assurant Health

There’s also a procedure to select different values for “Status”, “Days Pending”, and “Last Action Within” to search your Assurant cases.


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For an agent with Pending cases… If you have any

Pending cases, you can access the latest information about the potential client: Clicking on the “Policy

Number” link brings up the Policy Status Details screen

Comments are launched by clicking on the Notes number.


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The Policy Status Details screen… The screen that appears when

this agent clicked on the “Policy No.” link is: Note that the top of the screen

provides information about the underwriting process

The upper part gives an abundance of policy status detail

The middle part lists any “Indicators” associated with the case

And the bottom part, at least for this client, shows a warning, which will be addressed by a staff member here at SBGI. of we shall examine in detail on the next slide…


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The warning indicates a problem with this Pending case… As we saw in the previous slide, the lower part of

the screen displays a warning in red, which reads: “No Insurance Policy record was found that matches the Pol/App No. Please add one to this client’s Insurance Policy list, using the same Pol/App. No. shown above so that Pending comments can be saved under Notes.”

The agent must follow these instructions before any of the Comments written in the Pending Procedure can be saved to Notes in the IEZ Quote System

It’s simple, but lets go through it step by step...


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Adding the Policy Information for the Individual client… You must click on either the “Search for

Individuals” or the “Jump to Individuals” options under the Navigator, find the Individual that needs the insurance policy information as indicated, and add it

Note: If you can’t even find the Individual, then you must back up a step and add him using the Edit menu in the Menu toolbar above the list of your Individual clients

Let’s take a moment and review these steps...


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Before adding an Insurance Policy, you must find the Individual client… To do this:

Use the “Search:” or “Jump To:” options under the Navigator to find the proper Individual client

For the search, enter the Last Name of your client and click on “Search” or press the “Enter” key

This will search your database and bring up a list of qualifying Individuals, as shown on the next page.


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Displaying the Individual Search Results screen… The list of Individuals

from the search appears as: Now click on the number

(probably a “0”) under the column “Insurance Policies”

The screen showing the Insurance Policies for this client appears, as shown on the next slide…


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Then you must add an Insurance Policy record… The Insurance Policy

screen for the Individual client will initially look like this:

Since it is likely devoid of insurance policy information (the “0” was a hint), click on the “[Add Policy]” link at the top

If the policy is there but needs the Policy Number, click on the Policy Type link and add the Policy Number, making sure you click “Finish” to save your data.


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Entering Insurance Policy information… The screen where you add

the Insurance Policy information looks like this:

Enter the following data: Category Policy/Account Type Insurance Company Policy Account/Number Premium Amount at

Application Application Date Don’t forget the Dependent

Selection Table below.


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Once you’ve added the Insurance Policy information… Click on the link “My

Pending Status” from the Main menu and select the same case from the list and the screen will now look like this: Note the addition of the

Comments box and several “View Comments” links in the lower part of the screen.


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Comments added to the Pending case are saved under the Insurance Policy Notes… To review the

comments generated during the Pending procedure, first find the Individual client and click on “Insurance Policies” as indicated:

Clicking on the number under “Insurance Policies” will first launch the list of policies…


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Accessing the Individual client’s list of Insurance Policies… The screen listing the

Insurance Policies for this client is:

Clicking on the “2” under the “Notes” column shows a list of comments generated in the Pending procedure, shown on the next slide.


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Detail of the Pending Comments… The screen showing the

comments in detail is: Clicking on the “Date”

link for any of these “Notes” lets you update the contents

Executing the “Delete” command will eliminate the Note completely from the system.


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Pending Notification is obvious… When you receive a

Pending comment, the proper name associated with the case will appear under “Agent’s Pending Comments” in the Navigator when you first log in:


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Gain immediate access to the Pending Status screen…

Simply click on the case name and you’ll quickly see the Agent Pending screen with the comment shown in the appropriate place near the bottom.


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Quick response to Comments… To reply, type in the

Comments box and click the Submit button.

Clicking on the “View Comments” link will display all Notes associated with this pending case

This provides a second pathway for viewing Comments notes.


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Summary of the Pending Status Procedure for the writing Agent… The Pending Procedure for the writing Agent:

Lets him see and review all pending cases with several different carriers

Provides a Comments box to provide information and ask questions concerning individual cases

Saves all the Indicators and Comments to the Notes, should there be an Insurance Policy record for this client

Instructs him on the procedure for adding a client’s Insurance Policy record (and the client itself, if that information is also missing).


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Logging into IEZ Quote as a General Agent… This screen appears after a

General Agent launches his browser, runs the URL IEZQuote.com, clicks on the “Members” tab and logs in: Note the red check mark

next to the “My Pending Status” link, which is actually flashing in real life

Also note he has another link called “Agent Pending Status”.


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Running the “My Pending Status” link as a GA… Clicking on the link “My

Pending Status” launches the screen shown here: It shows pending

information for all cases you have with Assurant Health,

There’s also a procedure to select different values for “Status”, “Days Pending”, and “Last Action Within” to search your Assurant cases.


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The “My Pending Status” procedures are very similar throughout… The link “My Pending Status” procedure for

the GA is equivalent to that described above: The GA’s own Pending cases for Assurant Health

Insurance are listed The detailed information is shown by clicking on

the Policy Number Comments can be sent back and forth Comments and Indicators can both be saved to

Notes under the corresponding Insurance Policy for the client.


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Running the “Agent Pending Status” link at the GA level… Clicking on the link

“Agent Pending Status” launches the screen shown here: Pending Selection lets

you select different values for “Status”, “Days Pending”, and “Last Action Within” to search these Assurant cases.

All agents for this GA that have pending information are shown in the list.


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Reviewing an agent’s information… Clicking on the

agent’s name from the prior screen launches the Search for Agents list like the one shown here: The agent’s

Clients in Care, Carriers, and personal information can all be accessed.


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Agent’s Pending Information screen.. Clicking on the

number in the Pending Applications column launches this screen: All pending policies

for the agent selected are listed

Clicking on the Policy No. link launches the Policy Status Details for the case, as shown in the next slide.


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Policy Status Details screen… The (now familiar)

screen appears when the GA clicks on the Policy Number link: The top of the screen

provides an abundance of policy status detail

The middle part lists any “Indicators” associated with the Pending case

And the bottom part, at least for this client, issues a familiar warning…


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Adding the Insurance Policy record… As was shown for the writing agent, the system warns

the GA that Comments and Indicators for the Pending case cannot be saved as Notes until an Insurance Policy record is added for this client to which they can be attached

The GA may either add the information, or he may send notice to the writing agent that he needs to do so for each client in Pending.


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Adding/Finding the Insurance Policy record… The procedure for adding an insurance policy was

examined in detail for the writing agent earlier, but as a quick recap, it consists of: Finding the Individual client Clicking on the number under his “Insurance Policies” On the list of policies that appears, either generating a new

Insurance Policy record with the [Add Policy] command, or editing the existing record, making sure to add the correct “Pol/App No.” for the case.


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Once you’ve added the Insurance Policy information… Click on the link “My

Pending Status” from the Main menu, select the same case from the list and the screen will now look like this: As before, note the

addition of the Comments box and the “View Comments” links in the lower part of the screen

Comments can either include Agents or not.


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Comments are saved as Notes under the Insurance Policy record… Again, Comments are

saved under Notes in the Insurance Policy record for this Individual, as shown here:

Clicking on the number under Notes in the above screen shows the information in detail:


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Summary of the Pending Status Procedure for the General Agent… The Pending Procedure for the General Agent:

Lets him see and review his own personal pending cases with several different carriers, with Comments boxes and Notes as if he were a writing Agent

Also lets him see Pending cases for his writing agents, with a Comments box to provide information and ask questions concerning individual cases

Saves all the Indicators and Comments to the Notes, should there be an Insurance Policy record for this client

Instructs him on the procedure for adding a client’s Insurance Policy record (and the client itself, if that information is also missing).


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Logging into IEZ Quote as an MGA… After an MGA launches

his browser and runs the URL IEZQuote.com, he clicks on the “Members” tab, and logs in This is the screen that

appears: Note the red check mark

next to the “My Pending Status” link, which is actually flashing in real life

Also Note he has another link called “Agent Pending Status” just like the GA.


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Running the “My Pending Status” link as an MGA… Clicking on the link “My

Pending Status” launches the screen shown here: In the middle is a

procedure to select different values for “Status”, “Days Pending”, and “Last Action Within” to search your Assurant cases.

Below that it shows pending information for all cases the MGA has with Assurant Health


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The “My Pending Status” procedures are very similar throughout… The link “My Pending Status” procedure for the MGA is

equivalent to that described above: The MGA’s own Pending cases for Assurant are listed The detailed information is shown by clicking on the Policy

Number Comments can be sent back and forth Comments and Indicators can both be saved to Notes under the

corresponding Insurance Policy for the client.


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Running the “Agent Pending Status” link at the MGA level… Clicking on the link “Agent

Pending Status” launches the screen shown here: All pending information

that this MGA’s writing agents have with Assurant Health is displayed

There’s also a procedure to select different values for “Status”, “Days Pending”, and “Last Action Within” to search the Assurant cases.


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Managing General Agents can see their writing agent’s Pending Status, too… Clicking on any of the

agent’s names in the prior screen launches this screen: It lists the pending

policies for the agent selected

Clicking on the “Policy No.” link launches the “Policy Status Details” screen for the case, as shown in the next slide…


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Policy Status Details screen… The (now familiar) screen

that appears when the MGA clicks on the Policy Number link is: The top of the screen

provides an abundance of policy status detail

The middle part lists any “Indicators” associated with the Pending case

And the bottom part, at least for this client, issues a familiar warning…


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All Agents are Supported…

All three agent levels in the IEZ Quote System can see their own personal clients in Pending Status

Managing agents can track Pending for their subordinate agents

Any Comments and Indicators on Pending cases can be saved for future reference as long as sufficient information is entered.


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Points to Remember…

Every business morning the Pending information is downloaded from Assurant Health Insurance into the IEZ Quote System

If you have Individual clients in pending, their information will appear on the system

If you need to provide additional information to move pending along, IEZ Quote is the place to add it

Remember to add your client’s information along with the Insurance Policy record so Comments and Indicators will be kept under Notes.


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Summary for the Pending Procedure in the IEZ Quote System... The Pending procedure makes it quick and easy to view

the progress you client is making through underwriting Once your client is added to your database, add the

Insurance Policy record so Comments and Indicators can be saved under “Notes”

Communications for Pending travel two ways—from underwriting to the agent, and from the agent to underwriting.


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Recommendations…

Start putting all your Individuals clients and their Dependents on the IEZ Quote System

Take advantage of the Pending procedure to facilitate fast underwriting with your Assurant Health clients

Review the other tutorials offered and become proficient with this system.


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What’s next?…

The next section of the Assurant Training document focuses on generating leads, referrals and ancillary sales. Set up “Lead Orders” and hire a telemarketer to send you health

insurance leads in a matter of seconds via email and text message! The automated Worksheet and Details screens are designed to help

you control the process of working your leads and referrals IEZ Quote also supports fast and direct entry of referral information Clients added to IEZ Quote have their own portal with user name and

password Online Products are available to your client through their portal on IEZ

Quote You will waste much less time just “doing stuff” while more of your time

will be devoted to making sales ($).

Documents

Pending on the IEZ Quote System… Objective: Access IEZ Quote for your client’s pending status