AWD Work Types

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Across
  1. 2. used when a caller has not received a taxable 1099 form
  2. 3. used to flag special policy instructions or authorizations
  3. 5. used when a caller requests a 712 form
  4. 7. used to log a formal complaint threat or written complaint
  5. 10. used to correct policy information such as DOB or SSN
  6. 13. used for policy research questions (billing explanation, premium changes)
  7. 15. used for agent commission changes
  8. 17. used to change policy beneficiaries
  9. 18. used to document detailed phone calls
  10. 19. used to request a front and back copy of a cashed check
Down
  1. 1. used to request a 712 after the insured’s death (estate involved)
  2. 4. used to send a policy certificate
  3. 6. used to request blank forms by mail, fax, or email
  4. 8. used to request a duplicate policy
  5. 9. used to change billing method, mode, or EFT/PAC
  6. 11. used to request policy values in writing
  7. 12. used to research loan details
  8. 14. used for agent commission research
  9. 15. used to request duplicate annual statements
  10. 16. used to process a change of address