Across
- 1. The controlling sales account that drives the commission terms for sub agents linked to it.
- 3. Acronym for the agency agreement enabling agents to market, sell and administer L&G policies.
- 7. The original policy administration system.
- 8. The Group Protection policy administration system used to provide data to the Ledger teams.
- 9. Business that has been submitted, but is awaiting finalisation, pending completion
- 11. The collaborative IT tool that enables you to quickly connect with others across your company or around the world.
- 12. Acronym for the most commonly used agent directory.
- 13. Update: The tool used for mass creation and updates.
Down
- 1. The term used to describe the process of forming suspense accounts, where nothing new is generated and the release of all external correspondence and payments ceased.
- 2. Term to describe the transfer of business (Servicing/ Renewals/ Liability) from one firm to another, at agency level.
- 4. The Industry Standards Body which provides our priority, industry-wide online system for Agency Administration and Agency Registration.
- 5. The process that enables the split of commission at a pre-arranged percentage between a service provider and Firm at product level.
- 6. The name of the system used to track payments on GI policies.
- 10. A firm with five or more ARs, or a firm whose appointed representatives have between them, 26 or more representatives. But not, a product provider, non-investment insurer, mortgage lender, of a product specific firm.