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New Business Processing

Adding a new case
Demonstrates how to add new case information.
6 minutes

Premium Calculations 
Shows how Commerce Agency automatically calculates the Commissionable modal premium and other premium amounts.
4 minutes

Modal Factors    
Describes where to input modal factors on the carrier and plan, and policy fee.
5 minutes

Status Changes – Pending to Placed  
Processing a case full circle from Pending to Approved to Issued and Placed
8 minutes

Case Online Follow up
Describes how to use the online follow-up screen effectively.
7 minutes

Email within a case  
Outlines emails sent to various entities within a case including contact information
6 minutes

Email Outside of a Case    
Describes sending an email outside of a case plus describing email features. Also General Fax Cover Sheet and General Memo
8 minutes

Case Types
Informal cases
Demonstrates how to add informal case information. 
10 minutes

Annuity Case Type  
Entering an Annuity Case Type highlighting specific Annuity information captured including the separate Annuity Tab
6 minutes

Group Health with Individuals – Part I  
Entering a Group Health and Group Life case linking individuals to the case
9 minutes

Group Health without Individuals – Part II  
Entering a Group Health case without adding Individuals
9 minutes

Long Term Care Cases  
Entering a Long Term Care case focusing on differences in screens and fields
5 minutes

Health Screens  
Entering an Individual Health Case focusing on fields capturing health information
5 minutes

Variable I - Variable Product Setup   
Initial Setup in Resource done by the system administrator for the drop down boxes used in variable life and annuity cases
8 minutes

Variable II - Linking Products to Plans   
Linking the various investment funds, options and requirements to carrier plans in resource done by the system administrator
8 minutes

Variable III - Adding a Variable Annuity Case  
Within Commerce Agency, adding a Variable Annuity case going over all the unique tabs and fields capturing investment information
13 minutes

Variable IV - Adding a Variable Life Case   
Within Commerce Agency, adding a Variable Life Case going over all the unique tabs and fields capturing investment information
9 minutes

Additional Functions
Doctor Database    
Describes how to add a new doctor plus link the doctor to the case for APS requesting
8 minutes

Medical Check Tracking  
Complete tracking system for APS reimbursement.
6 minutes

Case Listing by NBR and Status  
Describes the functionality of both the Case Listing by New Business Rep and Case Status Listing
6 minutes

Change NBR and Assign Cases 
Describes how to change a New Business Rep on any given case and how to Assign Cases for those initial "unassigned"
6 minutes

Custom Letters
How to Setup Custom letters.
13 minutes

Service Providers  
Describes adding a Service Provider, linking it to the Carriers and utilizing it for medical records within a case
7 minutes

Companion Case  
Shows how to link two insured's as companions by adding a specific requirement.
4 minutes

Follow-up Cycles  
Shows how to set default follow-up days so cases and agent records will appear on the online follow-up screen at a specified time.
6 minutes

Riders  
Shows how to add riders to a case.
3 minutes

Impairments   
Describes how to add an impairment to a case and add an impairment to the listing in Resource.
3 minutes

Notes   
Shows how to add and view a note. Also describes how to add an agent and/or client alert.
9 minutes

Diary Tab   
Reviews the purpose of the diary tab and how you can view the information in the diary.
4 minutes

Download Information
Side-by-side Processing
Shows what to do with the pending case download information retrieved.
13 minutes

Commerce Viewer Scheduling  
Adding scheduling times for pending cases to be downloaded
8 minutes