Upfront underwriting agents

Currently when we have an agent that is on upfront underwriting we can go into their online access account settings- under DIGIcon info and set a flag for "agent underwriting" to be Yes.  We would like to see a couple of things happen using this information.

1.  We would like for this flag to limit available plan codes to only be graded plan codes. This will be a flag to the processor that we have to obtain med recs before this contract can be upgraded to the FI product.

 

2.  When a  fully insured contract is received  from an a upfront agent could an email be automatically sent to Suzann Sharp and Kim Halfmann to alert us that we need to request med recs right away. Again, this is another flag for us to know records need to be requested.

  • Kim Halfmann
  • Sep 1 2016
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I need it... Month
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