Quality Contacts
Items Contact What to include in email
Completed Questionnaires [email protected] CC: [email protected] & [email protected] Subject: Client Last Name, Client First Name, Policy Number Attachment: Necessary questionnaire (please send as PDF) Body of Email: Hello, Please see attached questionnaire. Please advise if anything further is needed to issue this policy. Thanks, Producer Name
Questions about/accepting ratings on a policy [email protected] CC: [email protected] & [email protected] Subject: Client Last Name, Client First Name, Policy Number Attachment: Amendment if applicable Body of Email: Hello, Please advise why (client name) was rated? Thanks, Producer Name
Incomplete extension requests [email protected] CC: [email protected] & [email protected] Subject: Client Last Name, Client First Name, Policy Number Attachment: Body of Email: Hello, Please grant an extension on this policy. Thanks, Producer Name
Corrections to be made on pending applications Most Common examples: -Address Change -Phone Number Change -Name Correction [email protected] CC: [email protected] & [email protected] Subject: Client Last Name, Client First Name, Policy Number Attachment: N/A Body of Email: Hello, Can you please update the (address, phone number, name, ect). (List Updated Information Here). Thanks, Producer Name
Corrections to be made on active applications Most Common examples: -Address Change -Phone Number Change -Name Correction [email protected] CC: [email protected] Subject: Client Last Name, Client First Name, Policy Number Attachment: PSR Body of Email: Hello, Can you please update the (address, phone number, name, ect). (List Updated Information Here). Thanks, Producer Name
Completed L86 letters & RT99 letters [email protected] CC: [email protected] & [email protected] Subject: Client Last Name, Client First Name, Policy Number Attachment: Amendment/RT99 Body of Email: Hello, Please see the attached. Please advise if anything further is needed to issue this policy. Thanks, Producer Name
Request for L86 & RT99 Letters [email protected] CC: [email protected] & [email protected] Subject: Client Last Name, Client First Name, Policy Number Attachment: N/A Body of Email: Hello, Can you please provide a copy of the L86 or RT99. Thanks, Producer Name
Changing draft date before policy is finalized (Only for if policy shows pending in Planet) NOT for bank info update [email protected] CC: [email protected] & [email protected] Subject: Client Last Name, Client First Name, Policy Number Attachment: N/A Body of Email: Hello, Please change the draft date to the (insert day here). Thanks, Producer Name
PSRs for finalized policies (for policies showing as normal premium paying in Planet) [email protected] CC: [email protected] Subject: Client Last Name, Client First Name, Policy Number Attachment: Policy Service Request Body of Email: Hello, Please see the attached PSR. Thanks, Producer Name
Questions regarding finalized policies [email protected] CC: [email protected] Subject: Client Last Name, Client First Name, Policy Number Attachment: N/A Body of Email: Hello, . Thanks, Producer Name
Draft History [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 the client was drafted (insert specific amounts) on (insert dates here). Thanks, Producer Name
Completed Reinstatement paperwork (no recode) [email protected] CC: [email protected] & [email protected] Subject: Client Last Name, Client First Name, Policy Number Attachment: Necessary Reinstatement Paperwork Body of Email: Hello, Please see the attached paperwork. Please advise if anything further is needed to reinstate these policies. Thanks, Producer Name
Completed Reopen paperwork (no recode) [email protected] CC: [email protected] & [email protected] Subject: Client Last Name, Client First Name, Policy Number Attachment: Necessary Reopen Paperwork Body of Email: Hello, Please see the attached paperwork. Please advise if anything further is needed to reopen these policies. Thanks, Producer Name
Updating Producer ACH Information [email protected] CC: [email protected] Subject: Producer First and Last Name Attachment: Producer ACH Form Body of Email: Hello, Can we please get the banking information updated? Thanks, Producer Name
ALL recode requests (MOD/UW/REO/REI) [email protected] CC: [email protected] Subject: Client Last Name, Client First Name, Policy Number Attachment: Recode sheet and necessary recode MOD/paperwork Body of Email: Hello, Please see attached recode/mod. Thanks, Producer Name
Duplicate Policy Requests [email protected] Subject: Client Last Name, Client First Name, Policy Number Attachment: N/A Body of Email: Hello, Please send a duplicate copy of the policy to the client. Thanks, Producer Name
Completed Medical Authorizations [email protected] CC: [email protected] & [email protected] Subject: Client Last Name, Client First Name, Policy Number Attachment: Necessary medical authorization Body of Email: Hello, Please see attached medical authorization. Please advise if anything further is needed to issue this policy. Thanks, Producer Name
Claims Forms: Life/A&H forms, Waiver of premium, Strike/Lay-Off Waiver [email protected] Subject: Client Last Name, Client First Name, Policy Number Attachment: Claim Paperwork Body of Email: Hello, Please see attached claim. Please advise if there is any additional information needed. Thanks, Producer Name

QUALITY CONTACTS

Status Updates on Claims [email protected] CC: [email protected] Subject: Client Last Name, Client First Name, Policy Number Attachment: Claim Paperwork if applicable Body of Email: Hello, Can you please advise a status update on this claim? Thanks, Producer Name
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
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