SECURITY

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Across
  1. 7. Policy owner is an LLC, what document is required to verify authorized callers and signers?
  2. 8. When a new party is added to a call you must announce you're on a __________.
  3. 9. A death claim has been filed, the policy has a high risk score, you're using the primary beneficiary as your additional security question. There are multiple beneficiaries on the policy does the caller need to verify ONE or ALL?
  4. 10. List of domain names that do not require additional security
  5. 11. An AWS risk score of ___________ or greater is considered high risk and an additional security question must be asked.
  6. 12. Owner calls in authenticated, _________ has to be stated on the recorded line by caller or CSR
  7. 15. Call comes in with no whisper tone, where can you reference in AWS(softphone) whether the call is authenticated or not
Down
  1. 1. Policy has ORD code 555, but no SA or WA, how do we verify the Managing Partner
  2. 2. PII and/or PHI - Email Classification required to send email
  3. 3. High Risk Trustee calls in with no policy number, they provide you with the last 4 of the owner’s TIN and AOR. You still require another piece of information to clear security. You have the options of last transaction type (payment amt and date), current premium amt and mode, or ____________. If this was a Vitality policy, you can also use their username or email address – additional information.
  4. 4. In the event of a death claim with proper documentation on file, the beneficiary calls in authenticated, he is inquiring about if there are any additional beneficiaries on the policy. You can advise of the name of additional beneficiaries, but you cannot divulge pay out amounts (if any) or ____________.
  5. 5. Before moving forward with security or miscellaneous policy information we should always confirm __________ and relationship to policy.
  6. 6. You have fully verified your caller, you hear a third party in the background who has questions and offering information, before you move forward with the conversation you must get permission from the authorized caller to speak with said person. In this process you must verify who the third party is by obtaining their full name and ___________.
  7. 13. The TTEE is fully verified, they can now receive policy specifics, they advise you they have the insureds SSN but need their DOB to complete forms. You cannot supply full SS#, DOB, or bank account info, what are you allowed to do?
  8. 14. Published Annual Report - Email Classification required to send email