Process and Procedures

What are the (3) possible ways to process an application for NFTF?

• PRUONE CC Initial and Recurring, PRUONE via Teamviewer (Other than CC), and Manual Editable Forms

• PRUONE via CC Initial and Recurring, PRUONE via MumuApp (Other than CC), and Manual Editable Forms

• PRUONE CC Initial and Recurring, PRUONE via Teamviewer (Other than CC), and Manual Forms via BOA

What are the 'additional' needed photos or documents to be included in the New Business Applications for NFTF?

• Client's selfie with ID, Proof of Video Conference w/ Client, Signed Attestation form, Photo of client in the act of signing, and ACI

• Client's selfie with ID, Proof of Video Conference w/ Client, Signed Attestation form, Photo of client in the act of signing, and ADA Form

• Client's selfie with ID, Proof of Video Conference w/ Client, Signed Attestation form, Photo of client in the act of signing

SInce we can do a Non-Face-to-Face Application, we can now insure clients abroad. True or False?

• True

• False

What is the normal email format for New Business Follow Ups?

• NB APP#/PN PLO APE send to [e-mail], CC: BM and UM

• NB APP#/PN PLO APE send to [e-mail], CC: BM and UM

• NB APP#/PN PLO send to [e-mail], CC: BM and UM

What is the document needed when the New Business Application was done face-to-face?

• Agent's Confidential Information

• Agent's Report Template

• Attestation Form

How do we request Letter of Authorization (LOA) via email for clients who will undergo Medical Examination?

• Send email to [e-mail] with the necessary details, CC: BM and UM

• Send email to [e-mail] with the necessary details, CC: BM and UM

• Send email to [e-mail] with the necessary details

We can now accept e-signature for BDO ADA. True or False?

• True

• False

Agents can use their Personal Bank Accounts to do an online payment for their Client's Policy with Pru. True or False?

• True

• False

What is the proper way of sending the client's proof of Initial payment when it was done via OTC?

• Subject: INITIAL PAYMENT - APE / Send to [e-mail] / CC: dragonstonestaff7, BM and UM

• Subject: App# - PLO/PLI - APE / Send to [e-mail] / CC: [e-mail], BM and UM

• Subject: App# - PLO/PLI - APE / Send to [e-mail] / CC: dragonstonestaff7, BM and UM

We can now accept all banks for Auto Debit Arrangement as long as we will submit the physical form to BOA. True or False?

• True

• False