|
SIT/SIT Band 2 Quoting Tool
|
7
|
24 October 2023
|
|
2018 AD&D Q&A
|
10
|
6 May 2020
|
|
2018 AD&D Product Cancer, Heart Attack & Stroke Claim Scenarios
|
3
|
19 July 2019
|
|
URGENT/IMPORTANT - Outbound Leads: Dispositioning Call Task & Lead
|
3
|
11 March 2020
|
|
Guide For Outbound Leads
|
4
|
28 June 2019
|
|
Guide For Adding An Additional Family Member To Quote In Salesforce
|
2
|
2 January 2020
|
|
How to Log in to SalesForce to handle calls
|
2
|
27 January 2022
|
|
AD&D Product Specs
|
4
|
20 February 2024
|
|
CUNA Mutual - Outbound Call Handling Processes
|
2
|
25 June 2019
|
|
CUNA Mutual - SIT Band 2 Product Specs
|
1
|
29 April 2019
|
|
CUNA Mutual - Replacement Guide
|
4
|
13 March 2021
|
|
CUNA Mutual - Health conditions list (GAWL pivot)
|
1
|
29 April 2019
|
|
CUNA Mutual - How to sign SIT or GAWL after the call has ended
|
2
|
1 August 2021
|
|
TruStage - How to void a GAWL Application
|
3
|
30 November 2020
|
|
TruStage Decline Letter Example
|
1
|
29 April 2019
|
|
GAWL State Disclosures- Caller Does not have email
|
1
|
26 April 2019
|
|
How to offer GAWL when not offered thru Credit Union
|
1
|
26 April 2019
|
|
Cuna Mutual Trouble Shooting
|
1
|
25 April 2019
|
