a preview of prudential’s drop ticket nr-14d212001 ed. 5/2014 exp. 05/01/20161
DESCRIPTION
Review Pre- Qualification criteria 10/23/20123TRANSCRIPT
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A Preview of Prudential’s Drop Ticket
NR-14D212001 Ed. 5/2014 Exp. 05/01/2016
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Enter basic proposed insured data
Select State, Term Product and Fast App
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Review Pre-Qualification
criteria
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Complete all gold fields to be IN GOOD ORDER
Include Proposed Insured’s email, if available. Important
Tele-Interview documents will be sent.
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Need Producer’s full SSN for licensing process
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Producer reads , attests to these statements and locks the case
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Producer is allowing EMSI to esign all Producer signature documents based on this
data
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Email GA Case Manager receives when a Producer submits a case for a go/no-go approval process
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Case Manager Sign-In Screen to review the Fast App
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GA Case Manager iGO Screen to approve the Fast App
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Email alert to Producer when Case Manager has accessed the Fast App for review
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Email alert to Producer advising that the Fast App was approved by Case Manager
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Email to Proposed Insured once Case Manager approves Fast App – provides important documents needed for Tele-Interview
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