Retail Life Systems

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Across
  1. 3. used to view electronic payment information
  2. 7. used to submit inforce illustration requests
  3. 8. used to look up broker information
  4. 10. used to view prior premium or rider payment transactions
  5. 11. used to document call records and send referrals
  6. 13. used to look up product information and procedures
  7. 14. process address, phone and email changes if not able to do in MetCare
Down
  1. 1. used to view issue date, amount and status of outgoing checks
  2. 2. used for a Customer/Broker site for viewing policies and to create Product Detail Report.
  3. 4. used to view value quotes and prior disbursments
  4. 5. viewing, emailing and faxing service forms
  5. 6. used to view case history on claims
  6. 9. used to view imaged documents
  7. 11. mailing,emailing,faxing Acknowledgement of Insurance (A of I), Beneficiary Confirmation, and Loan Repayment Coupons.
  8. 12. used to view, email and fax tax forms