| Internal Replacement questions |
[email protected] CC: [email protected] |
Subject: Client Last Name, Client First Name, Policy Number Attachment: N/A Body of Email: Hello, Can you please advise why this policy is considered a replacement? Thanks, Producer Name |
| Producer Benefits Information |
[email protected] |
Subject: Producer First and Last Name Attachment: Copy of proof of insurance if applicable Body of Email: Hi Sandra, A) Please see the attached proof of insurance. B) Please advise if I have met the qualifications for health benefits? Thanks, Producer Name |
| Scheduling Exams |
United States: [email protected] Canada: [email protected] CC: [email protected] & [email protected] |
Subject: Client Last Name, Client First Name, Policy Number Attachment: N/A Body of Email: Hello, The client is available on (Date available) for an exam, can we please get an exam scheduled that day? Thank you, Producer Name |
| Additional Quality Resources |
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| Questions |
Link to follow |
Follow these directions: |
| How to submit COD? |
Submitting COD |
Submitted on the Agency Resource Center directly |
| How to update Bad ACH account? |
Update Bad ACH Account |
Submitted on the Agency Resource Center directly How to check status of Medical Records? |
| Check Medical Record Status |
Check Medical Record Status |
Username: airecords Password: agents1 |
| How to check exam status? |
Check Exam Status |
Go to https://www.examone.com/ Click Log in-CaseOne Status Type in Applicant Last Name, First Name and Policy number Click “GetStatus” |
| How to check oral kit status? |
Check Oral Kit Status |
Producers Check on CRL website directly |
| How to update banking information for pending |
Update Banking Info for Pending Policy |
Submitted on the Agency Resource Center directly |
| How to request extension on MOD? |
Request Extension on MOD |
Submitted on the Agency Resource Center directly |
| How to update my address or phone number |
Update my Producer Profile on AO Planet |
Anything updated on A0 Planet gets updated with AIL. *If you move State/Provinces, you will need to update your resident license and update AIL |