Across
- 5. System used by all of AmFam for news, upcoming links, articles, information, links, etc
- 6. the only ROLE in WMA that should NEVER be changed
- 9. system that the Life Company uses to house documents, tasks, and to keep notes on policies
- 14. clicking on the life policy number under the "Policies" tab in Apex, will take you to this internal system
- 15. The individual or entity to whom life insurance policy proceeds are collaterally or absolutely assigned
- 17. system you would search to find the most recent billing information
- 18. too young to sign a legal document
- 22. system used frequently for meetings/huddles, IM conversations, system issue communications, etc.
- 24. when beneficiary information needs to be updated or premium payments need to be applied, this system is used to process these tasks
- 25. this appears in LifeLink and shows specific and important information on the Life policy
- 26. can ONLY be designated as Policy Owner in the event that the current Policy Owner dies and contract language specifies
- 29. system used to search employees within American Family including both corporate and field employees
- 30. the system specifically used to look up agent's information
- 31. Used to enter your Time, view Time Off, view your pay stub, personal information, etc.
- 34. a person who transfers property by deed or who grants property rights by means of a trust or some other document
- 35. automated system that notifies agencies of changes/enhancements to their customers' policies
Down
- 1. only exists if a trust agreement has been created and cannot be listed as the owner of the policy with the title
- 2. system used to send forms to customers for electronic signatures using a secure platform
- 3. system used to submit time off requests and view daily schedules
- 4. System is both corporate and Agency-facing and is used for housing forms that can be sent to customers for completion
- 7. A permanent termination of a policy with cash value paid to the Policy Owner
- 8. customer-facing system that provides limited information for Life policies
- 9. this system is used by Life In Force Services to send letters and forms to customers
- 10. type of permanent life insurance policy that offers the low-cost protection of term life insurance as well as a savings element like a whole life policy which gains interest
- 11. the tab in the Billing Center used to look up check images or payment received
- 12. document required to process the change if the policy owner has passed away
- 13. Life insurance for a limited number of years with no cash value
- 16. if living, the party(ies)to whom the proceeds are paid
- 19. day of the month that the life insurance premium is due; used to determine the end of the 31 day grace period
- 20. a trust which by its terms cannot be revoked
- 21. every right, benefit and privilege available under the policy when the Insured is living is vested in and exercisable by this role
- 23. multiple alternative options to receiving the death benefit proceeds as a lump sum
- 27. reason for a name change, involves legally acknowledging a minor child as one's own, requires a copy of the court order to process
- 28. termination of a life insurance policy because a renewal premium is not paid before the end of the grace period
- 32. agency facing system that houses policy owner information including address, DOB, marital status, etc.
- 33. a scenario when more than one person is the owner of a life policy