1.
When you search the loan # and receive "Your Search Criteria returned no results", this is a trigger to open a ______ ________.
2.
If the caller does not have a loan #, what system can you use to find it?
3.
Where in the LD Module do you go to begin the process of opening a new claim?
4.
In step #5, what do you have to click to search & link the new claim to IIM?
5.
In step #6, after linking to IIM we click "Creat & __ __ __."
6.
Check the ___ ___ page to determine if the loan type.
7.
To sign a borrower up for the My Insurance Portal,hover over “Consumer Portal” in the top left corner of the Module click on __ __.
8.
"Thank you for calling the ___ ___ Department, my name is John, who do I have the pleasure of speaking with today?"
9.
We provide an ___ statement to reassure the caller that we were listening to them and can help them.
10.
The DOL must be recorded in your note in _ _.
11.
You have to go to the _ _ tab in order to send the Procedure Packet.
12.
The only thing we can change in the Borrower or CoBorrower boxes is the _ _.
