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