Post on 16-Jul-2020
INTERNET ACCESS
LNL Policy Info & Field Reports
Policy/client information and some field reports can be accessed through the Internet. This
information is accessible 24 hours a day, seven days a week. If the system is not available, the
following message will be displayed: “Server not responding”.
To access this information, Branch Managers, Unit Managers, and Agents enter their Liberty
National employee number and a password. Access to information will be limited as follows:
� Branch Manager – Policy/client info and field reports within his/her Branch.
� Units Manager – Policy/client info and field reports within his/her group.
� Agent – Policy/client info and field reports within his/her agency.
Policy and Client Information
These are display screens only, data cannot be added, changed or deleted. Information obtained
through this system is confidential, and may ONLY be given VERBALLY to the owner of the
policy. If the owner is deceased, information may be given verbally to the beneficiary of the
policy. Computer screen inquiry printouts may not be given to anyone.
Field Reports
The field reports that can be accessed through the Internet will no longer be mailed to the Branch
offices. These reports will be updated over the weekend. The current week’s reports will be
accessible each Sunday. Weekly reports will remain on the Internet for four weeks/Monthly
reports for two months.
Internet access for these reports will cut down on mail from the Home Office and give field
employees a better and more convenient way to view his/her reports. It is not the intent of the
Company that all of these reports be printed. Branches should print only the reports they feel are
necessary. Most reports need only to be viewed, not printed.
Note: Front office procedures have not changed. The front office computer is to be used by the
clerical office staff and Branch Manager only.
LIBERTY NATIONAL LIFE INSURANCE COMPANY
August 5, 2008
LOG ON INSTRUCTIONS FOR
INTERNET ACCESS
LOG ON TO SYSTEM
Enter the web address, WWW.LIBNAT.COM
When the Home Page is displayed, scroll to the bottom of the page and click Agent Services. The
Agent Services screen will be displayed with the three following options:
1. Sign In – This option is used to log on to the system.
� Click Sign In.
� The “Enter CICS Password” screen will be displayed. The cursor will be located at
Userid. Key LN plus your employee number. Example: LN12345.
� Press the Tab key once and key your password. Passwords consist of 6 to 8 characters
(alpha, numeric, or a combination).
� Click Signon. The second “Agent Services” screen will be displayed.
2. Forgot Password – This option is used when a password has been forgotten. When this
happens, the password must be changed. A number will be
assigned which will enable the password to be changed.
� Click Forgot Password.
� Enter LN plus employee number, last four digits of your social security number and the
first two letters of last name.
� Click Submit Info.
� Instructions will be given to enter a temporary password. This will be a six-digit number
consisting of the last four digits of your Social Security number, plus an assigned two-
digit number. Example: If your Social Security number is 123-45-6789 and your
assigned number is 50, your temporary password will be 678950. This number will be
used on the Agent Services screen.
� Click Exit.
� The Agent Services screen will be displayed.
� Click Sign In.
� The “Enter CICS Password” screen will be displayed.
� Key LN plus your employee number. Press the Tab key once and key your temporary
password (the last four digits of your Social Security number and the two-digit number
that was assigned on the Forgot Password screen).
� Click change
� Two boxes will appear.
� Enter a new password. Press the Tab key once to confirm and enter your new password
again.
� Click Signon. The second “Agent Services” screen will be displayed.
August 5, 2008 - 1 -
INTERNET ACCESS
AGENT SERVICES (Continued)
3. Field InquiryInstructions/Manual
� Click Field InquiryInstructions/Manual.
� Scroll to the bottom of page, click on the desired category.
A “Policies and Procedures” securities screen will be displayed for first time users. Read the
security prodedures and click accept to continue.
Notes:
1. Passwords expire after 45 days - The computer will prompt you to enter a new
password at that time. Your previous six passwords cannot be used.
2. Sign-on locked out – If someone is locked out of an online inquiry, they should contact
the Branch Help desk either send an e-mail to: branchhelp@torchmarkcorp.com or call
205-325-2684. Once the password has been unlocked, the agent follow the Forgot
Password procedure.
3. Computer not used for several minutes – If the computer is not used for several
minutes, the system will automatically log off. You will be prompted to log on again.
4. Timing Bar - The Blue Bar, which is located at the bottom of the screen, will be
complete when the computer has finished retrieving and displaying the requested
screen. Do not click for another entry before the timing bar is complete. This also
applies when printing a screen is requested.
August 5, 2008 - 2 -
FIELD INQUIRY
DOIM – District Office Inquiry Menu
To access a computer inquiry screen, key either the policy number, client number, or pending
case number for the desired screen. Click Enter. To access Commissions/Renewals, click on
Commissions/Renewals.
Shown below is a sample DOIM – “District Office Inquiry Menu” screen:
DOIM *** DISTRICT OFFICE INQUIRY *** BRANCH: 002
POLICY INFO – KEY POLICY NUMBER:
CLIENT INFO – KEY AGENCY: CLIENT:
PENDING INFO – KEY PENDING CASE NUMBER:
BANK INFO – KEY POLICY NUMBER:
BENEFICIARY INFO – KEY POLICY NUMBER:
HEALTH CLAIM INFO – KEY POLICY NUMBER:
POLICY ALPHA INQUIRY – KEY NAME (LAST NAME FIRST):
(EX: DOE, JOHN)
PAYMENT HISTORY – KEY POLICY NUMBER:
ENTER TO PROCESS
PRINT COMPUTER SCREENS
To print a computer screen:
� Click File (upper left corner).
� Click Print.
� Click OK or Print (bottom of screen).
Sample screens are shown on the following pages.
January 1, 2003 - 3 -
ENTER Commissions/Renewals Sign Off
DOIN - Policy Info
This screen provides information on individual policies. Examples of information shown on
this screen are cash value, loan value, reduced paid-up value, etc.
Shown below is a sample of the DOIN - “Policy Information” screen with policy information
displayed.
DOIN POLICY INFORMATION POLICY: A023456789 STATUS: 00-PR-PAY D/A/C: 002-76-23456 TODAY: 02-01-02
CLIENT: MIKE JONES PHONE: (234)678-3467
ISSUE: 06-01-90 INSURED: JACOB SMITH
PAID TO: 02-01-02 PAY UP: 06-01-49 123 MAIN ST
CASH VALUE: 136.40 ANY US 23456
LOAN VALUE: 234.89 RATE: 8.00
LOAN PAYOFF: 523.67 PAYOR: MIKE JONES
RPU VALUE: 900.00 BASE ONLY 123 MAIN ST
EI EXPIRY: 11-01-10 FACE: 1,500.00 ANY US 23456
COVERAGE PLAN FACE BIRTH
LIFE 1RC 15,000 06-03-48 OWNER: MIKE JONES
PW 123 MAIN ST
ANY US 23456
BENEFICIARY
PRIMARY: JANE SMITH
DA DAUGHTER
CONTING: BOB SMITH
SO SON BILLING: BB MONTHLY 22.28 MODE AMT REC APPLIED PAID TO COMMENT
DEP: 01 BB 22.28 01-01-02 02-01-02
AM SOUTH BB 22.28 12-01-01 01-01-02
NEXT POLICY:
Return to Menu ENTER
When this screen is displayed, choose one of the following options:
� Return to Menu – To return to the District Office Inquiry Menu screen, click Return to
Menu.
� Enter – For information on another policy, key the policy number in the block after
“Next Policy” and click Enter.
January 1, 2003 -4-
DOCB - Client Info
This screen provides information on all the policies within a client number. It also displays the
client’s name, address and phone number.
Shown below is a sample DOCB - “Client Base – LNL Policies” screen with information on a
client number displayed.
DOCB **CLIENT BASE - LNL POLICIES** Chng: 02-01-02
DIST: 002 AGY: 45 CLIENT: 56789 STAT: 0 CONTACT: 07-01-01 DOB:
NAME: DOE, JOHN
ADDR: 123 MAIN STREET
: WARRIOR
: ST: AL ZIP: 35180 PHONE: 205-647-1234
-------------------------------------------------------DIRECTIONS--------------------------------------------------------
Policy Insured Name Plan St Issue DPT Premium L T Md
A123456789 Doe, John HAC PP 07-01-88 05-01-01 8.11 P BB
A123456788 Doe, Mary 525 PP 02-01-83 05-01-01 8.57 P BB
A123456787 Doe, Andrew 5JI PP 04-01-96 05-01-01 9.89 P BB
Next Agy: Client
When this screen is displayed, choose one of the following options:
� Return to Menu – To return to the District Office Inquiry Menu screen, click Return to
Menu.
� Browse Policies – If there are more policies on this client, click Browse Policies to
display any additional policies.
� Enter – For information on another client, key the agency and client number in the
blocks after Agy and Client. Click Enter.
January 1, 2003 -5-
Return to Menu ENTERBrowse Policies
UWRQ – Pending Info
There are three screens that provide information on the status of A216 and U200 pending
applications. The following are samples of these screens:
Sample 1:
If the status of the pending case is such that underwriting is waiting on requirement information
or info agent data, those items will be listed along with whether or not each requirement has been
satisfied.
UWRQ UNDERWRITING/REQUIREMENTS SATISFIED PAGE 1
REQUIREMENT SATISFIED
PARAMED Y
BLOOD PROFILE N
HOME OFFICE URINE PROFILE N
PENDING CASE NUMBER:
Menu Underwriting Detail Enter
When this screen is displayed, choose one of the following options:
� Menu – To return to the District Office Inquiry Menu screen, click Menu.
� Underwriting Detail – To view the detail with regard to unsatisfied requirements, click
Underwriting Detail. The Underwriting Detail screen will be displayed (see Sample
2).
� Enter – For information on another pending case, delete the displayed pending case
number and key another pending case number. Click Enter.
January 1, 2003 -6-
0006811234
UWRQ – Pending Info (Continued)
Sample 2:
This screen is displayed when there are unsatisfied underwriting requirements. To display this
screen, click Underwriting Detail on the Underwriting/Requirements Satisfied screen.
UWRQ UNDERWRITING DETAIL PAGE 1
REQUIREMENT PERSON ORDERED NOTIFY
URINE SPECIMEN INSURED 04/11/01 05/16/01
BLOOD PROFILE INSURED 04/11/01 05/16/01
PENDING CASE NUMBER:
Menu Requirements Next
When this screen is displayed, choose one of the following options:
� Menu – To return to the District Office Inquiry Menu screen, click Menu.
� Requirements – To return to the previous screen, the Underwriting/Requirements
Satisfied screen, click Requirements.
� Next – For additional unsatisfied requirements on this pending case, click Next.
January 1, 2003 -7-
0006811234
UWRQ – Pending Info (Continued)
Sample 3:
This screen is displayed if a final action has been made on an application by the underwriter.
Only the final action and notes by the underwriter pertaining to the action will be displayed.
UWRQ UNDERWRITING FINAL ACTION PAGE 1
FINAL ACTION NOTES
APPROVED REMOVE TOBACCO RATE
PENDING CASE NUMBER:
To return to the District Office Inquiry Menu screen, click Menu.
Note: The data provided by UWRQ is updated each night, so the screen will display any action
or update as recent as the previous day.
January 1, 2003 -8-
0005135656
MENU
DOBB - Bank Info
This screen provides bank information for policies on the Bank Draft mode of payment. Bank
information is displayed for the policy number keyed and all policies being drafted from that
specific bank account, regardless of the draft date or client number.
The screen will display the following:
� Payor name and address.
� Bank transit number and account number.
� Total premium drafted from the bank account.
� Number of policies being drafted.
� A list of: Policy numbers.
Names of insureds.
Dist/Agt/Client of each policy.
DPT of each policy.
BB premium/policy.
Deposit date of each policy.
Shown below is a sample of the DOBB - “Bank Budget Information” screen with bank draft data
displayed.
DOBB ***BANK BUDGET INFORMATION*** POLICY: A012345678
PAYOR: JOHN DOE BANK: 85-0189-00 7894216
123 MAIN ST TOTAL PREM: 66.84
ANYTOWN US 12345 NBR POLS: 006 AUTH:
POLICY INSURED D/A/C DPT PREMIUM DP T
A012345678 JOHN DOE 123-45-67890 05-01-01 5.30 05 P
A013456789 MIKE DOE 123-45-67890 05-01-01 8.57 05 P
A014567890 TRAY DOE 123-45-67890 05-01-01 8.11 05 P
A015678900 RICK DOE 123-45-67890 05-01-01 8.11 05 P
A017890123 MARK DOE 123-45-67890 05-01-01 24.00 05 P
A018901234 LIZ DOE 123-45-67890 05-01-01 12.75 05 P
NEXT POLICY:
When this screen is displayed, choose one of the following options:
� Return to Menu – To return to the District Office Inquiry Menu screen, click Return to
Menu.
� Browse Policies – If there are more policies being drafted on this bank account, click
Browse Policies to display any additional policies.
� Enter – For information on another policy, key the policy number in the block after
“Next Policy” and click Enter.
January 1, 2003 -9-
Browse Policies Return to Menu ENTER
DOBI – Beneficiary Info
This screen displays information on individual policies. Examples of information shown on this
screen are beneficiary, ownership, status, etc.
Shown below is a sample of the DOBI - “Ordinary Beneficiary Support File Maintenance” screen
with policy information displayed.
DOBI * * ORDINARY BENEFICIARY SUPPORT FILE MAINTENANCE * *
POLICY: A034220217 STATUS: 00-PR-PAY PLAN: 1WD TOB: LIFE
INSURED: JANE DOE ISSUE AGE: 09 ISSUE DATE: 04/19/01
OWNER: ROBERT DOE ADDRESS: 345 MAIN ST
KIMBERLY AL 35091
P/C INS BENEFICIARY RELATIONSHIP
P DOE, ROBERT FA
__ __________________________ __
__ __________________________ __
__ __________________________ __
__ __________________________ __
NEXT POLICY:
Return to Menu ENTER
When this screen is displayed, choose one of the following options:
� Return to Menu – To return to the District Office Inquiry Menu screen, click Return to
Menu.
� Enter – For information on another policy, key the policy number in the block after
“Next Policy” and click Enter.
January 1, 2003 -10-
HCD1 – Health Claim Info
This screen displays general information on a policy, including the names of patients who have
previously made claims under the policy.
Shown below is a sample HCD1 – “Health Claim Inquiry – Policy Level” screen with policy data
displayed.
HCD1
*** HEALTH CLAIM INQUIRY – POLICY LEVEL *** EXCLUSION: NO
REINSTATMENT:
POLICY: A030695599 INSURED: CAMPBELL, LINDA S STATUS: 00 PDTO: 04/01/02
PLAN EFFECTIVE UNITS PLAN EFFECTIVE UNITS PLAN EFFECTIVE UNITS
7GY 06-16-93 0010.0000 5GY 03/01/90 0010.0000
TYPE POLICY: CAN MATERNITY: N AGENCY: 002 49 MODE: MPN OLDPOL: 027984524
PLAN DESIRED: 7GY SPECIAL NOTE: PROSTHESIS MAXED
PATIENT NUMBER PATIENT NAME REL BIRTH
1 CAMPBELL, LINDA S I 08/16/45
NEXT POLICY
PLACE PATIENT NUMBER IN BOX, THEN CLICK PATIENT INQUIRY BUTTON
When this screen is displayed, choose one of the following options:
� Patient Inquiry – To display the Health Claim Inquiry – Policy Level screen, key the
patient number and click Patient Inquiry.
� Return to Menu – To return to the District Office Inquiry Menu screen, click Return to
Menu.
� Enter – To display information on another policy, key the policy number in the block
after Next Policy and click Enter.
January 1, 2003 -11-
Patient Inquiry Return to Menu Enter
HCD1 – Health Claim Info (Continued)
This screen displays all claims submitted on the patient selected on the HCD1 screen. This screen
is accessed from the HCD1 screen.
Shown below is a sample HCD1 – “Health Claim Inquiry – Patient Level” screen .
HEALTH CLAIM INQUIRY – PATIENT LEVEL
PATIENT: CAMPBELL, LINDA S REL: I BIRTH: 08/16/45 PLAN: 7GY
BEGIN END DATE PROVIDER AMT PAID CK DATE PAY ACT
10/11/99 10/11/99 WARRIOR PHARMACY 46.99 10/26/99 INSURED PAID
09/09/99 09/09/99 WARRIOR PHARMACY 46.99 09/20/99 INSURED PAID
08/10/99 08/10/99 WARRIOR PHARMACY 46.99 08/24/99 INSURED PAID
07/12/99 07/12/99 WARRIOR PHARMACY 46.99 07/22/99 INSURED PAID
06/11/99 06/11/99 WARRIOR PHARMACY 46.99 06/21/99 INSURED PAID
05/13/99 05/13/99 WARRIOR PHARMACY 46.99 05/26/99 INSURED PAID
When this screen is displayed, choose one of the following options:
� Return to Main Menu – To return to the District Office Inquiry Menu screen
� Previous Screen – To return to the previous screen.
January 1, 2003 -12-
Return to Main Menu Previous Screen
POLICY ALPHA INQUIRY
On an inquiry by an agent, this screen displays, alphabetically, policies that are in force in that
agency. On an inquiry by a Unit Manager, all policies within that Unit Manager’s group will be
displayed. Only those paid-up policies with a Branch/agency/client number will be displayed.
To access this screen, key the insured’s last name, a comma and the first name.
Example: Doe, John
Shown below is a sample “Policy Alpha Inquiry” screen.
BRANCH 002 POLICY ALPHA INQUIRY DATE: 03/20/02
NAME OF INSURED POLICY AGY CLIENT TOB ISSUE BIRTH SEX MODE PREMIUM
Wells A000562687 06 00000 LIFE 02/01/48 02/01/58 M EI 0.00 Wells, Billy J A031390338 65 00749 LIFE 08/01/91 08/12/30 M BB15 82.80
Wells, Bobbie N A034201657 50 29765 LIFE 12/01/00 12/15/66 F BB10 22.01
Wells, Darron T A027931979 50 29410 LIFE 11/01/87 01/23/70 M MON 4.73 Wells, Deboralyn D A034523878 08 22283 DIS 02/01/02 08/18/66 MON 5.95
Wells, Easter H A21432778 93 65063 LIFE 05/01/74 04/05/19 M PU 0.00
NAME
When this screen is displayed, choose one of the following options:
� Page Back – To display preceding names.
� Page Forward – To display additional names.
� Menu – To return to the District Office Inquiry Menu screen.
� Display – To display information on a different name, key the name in the block after
NAME and click Display.
January 1, 2003 -13-
Page Back Page Forward Menu Display
DOPH – Payment History
This screen displays the payment history of a policy for the past twelve months. Also displayed
on this screen is the status of the policy.
Shown below is a sample DOPH – “Payment History” screen with policy data displayed.
DOPH POLICY STATUS TODAY: 03-27-02
Policy: A033090806 Dist/Agy: 002-01 FM-Dte: 03-26-02
Status: 00-PR-PAY Client: 04911 Iss-Dte: 12-01-96
TOB: Life Bill Type: BB-05 Paid To: 04-01-02
Plan: ALX Mode Prem: 31.87 Last-Acct: 03-04-02
I-Age: 50 Suspense: N Rate-Inc:
Face: 5,000 Loan Bal: 385.72 Apl-Dt:
Payor Name: SLATTON,PATSY S Insured: SLATTON, PATSY S
Address: P.O. BOX 286 Beneficiary: SLATTON,CRYSTAL L
WARRIOR Relation: DA DAUGHTER
AL 35180 Chg-Pend: N
Ann: 354.10 SEMI: 185.90 QTR: 93.84 MC: 33.64 BB: 31.87
Mode Amt-Received Date-Applied Paid-To ** Comments **
BB 31.87 03-04-02 04-01-02
BB 31.87 02-04-02 03-01-02
BB 31.87 01-06-02 02-01-02
BB 31.87 12-04-01 01-01-02
BB 31.87 11-04-01 12-01-01
BB 31.87 10-04-01 11-01-01
NEXT POLICY:
When this screen is displayed, choose one of the following options:
� Return To Menu – To return to the District Office Inquiry Menu screen, click Return
To Menu.
� Page Forward – To display additional payments.
� Page Backward – To display preceding payments.
� Enter – To display information on a different policy, key the policy number in the
block after NEXT POLICY and click Enter.
January 1, 2003 -14-
Return To Menu Page Forward Page Backward
ENTER
Commissions/Renewals
This screen allows selection of a Commission Report or a Renewal Report.
Shown below is a sample screen.
When this screen is displayed, choose one of the following options:
� Main Menu – To return to the District Office Inquiry Menu screen, click Main Menu.
� Commissions – To display a Commission Report, click Commissions.
� Renewals – To display a Renewal Report, click Renewals.
� Printable Page – This option will be used to print a Commission or Renewal Report (not
used from this screen).
January 29, 2004 -15-
Commissions/Renewals (Continued)
Two different screens can be viewed and printed, the Commission Report and the Renewals
Report. These screens are accessed from the “Select Commission or Renewal Report” screen.
Branch Managers will have access to these reports for all agencies in his/her Branch. Unit
Managers will have access to these reports in his/her agencies. To select an agency, click the
arrow beside “Agency” and click the agency desired. Agents will have access to his/her agency.
Note - Four weeks will be available, current week plus previous three weeks. To access these,
click on the arrow beside “Date” and click the week desired.
Choose one of the following options from both Commission and Renewals Screens:
� Main Menu – To return to the District Office Inquiry Menu screen, click Main Menu.
� Commissions – To display a Commission Report, click Commissions.
� Renewals – To display a Renewal Report, click Renewals.
� Printable Page – This option will print the Commission or Renewals Screen that is
currently displayed, click Printable Page, a box will appear in the middle of the page
“Would you like to open the file or save it to your computer?”. Click open, then click file
in the upper left corner, click print, click ok. “X” out top right corner takes you back to
Select Commission or Renewals Report.
January 29, 2004 -16-
HELPFUL TIPS
Message Boxes
These are information boxes that describe various functions available. For a description of a
“box”, place the pointer on or below the “box”. The function for that “box” will be shown. The
message box will not appear if you click on the “box”. The message box is very helpful, some
examples of the messages are: “Explore achieve by report”, “Click to expand report”, “Click to
collapse report”, “Click to collapse version”, etc.
Shown below is a sample report option with a message box.
AG240003 AG240N5A - NEW AGENTS STATUS
Notes:
• Always left click. Do not double click, this system requires only a single click.
• Reports can be downloaded on a disk.
• Using the “mouse”, place the pointer on or below the desired box for a description of the
function of that box. If you click on the box, the message will not appear.
January 1, 2003 -17-
Click to expand report AG240003
Branch Managers have access to the following reports:
ViewDirect
Report
AG240003 AG240N5A - NEW AGENTS STATUS
AG248002 AG248N5A - AVERAGE NET CREDITS
AL273001 AL273N5A - POLICIES SUBJECT TO NAIC REGULATION
BI925003 BI925N5A - BATCH PENDING PD REPORT AGENTS
BI925004 BI925N5A - BATCH PENDING REPORT AGENTS
CB010001 CB010N5A - CLIENT NUMBERS ASSIGNED
CC200002 CC200N5A - COMMISSION ACCOUNT STATEMENTS
CC200003 CC200N5A - RENEWAL STATEMENTS
CC200004 CC200N5A - ANNUAL PREMIUMS HELD IN ESCROW
CC200005 CC200N5A - SALES MANAGERS PRODUCTION OVERWRITE
CC773001 CC773N5A - ISSUE OBJECTIVES REPORT
CC806001 CC806N5A - BRANCH MANAGER GROWTH RANKING
CC806002 CC806N5A - SALES MANAGER GROWTH RANKING
CC806003 CC806N5A - AGENTS GROWTH RANKING
CC809001 CC809N5A - MODE PROFILE REPORT
CC836001 CC836N5A - TOB GROWTH REPORT
CC848001 CC848N5A - WEEKLY ISSUE BY MODE
CL901001 CL901N5A - BRANCH CHECK REGISTER
CP030002 CP030N5A - SATELLITE AVERAGES
FA557D02 FA557N5D - WAR BRANCH AVERAGE REPORT
To view current week’s reports, click on the white box next to desired report. The report will be
displayed.
To view reports that contain various agent’s reports or previous week’s reports, click on the blue
box next to the desired report. A pull-down will be displayed with agency numbers and weeks.
Click on the desired agency and/or week. The report will be displayed.
January 1, 2003 -18-
Unit Managers have access to the following reports:
ViewDirect
Report
AG240003 AG240N5A - NEW AGENTS STATUS
AL273001 AL273N5A - POLICIES SUBJECT TO NAIC REGULATION
BI925003 BI925N5A - BATCH PENDING PD REPORT AGENTS
BI925004 BI925N5A - BATCH PENDING REPORT AGENTS
CB010001 CB010N5A - CLIENT NUMBERS ASSIGNED
CC200002 CC200N5A – COMMISSION ACCOUNT STATEMENTS
CC200003 CC200N5A - RENEWAL STATEMENTS
CC200004 CC200N5A - ANNUAL PREMIUMS HELD IN ESCROW
CC200005 CC200N5A - SALES MANAGERS PRODUCTION OVERWRITE
CC773001 CC773N5A - ISSUE OBJECTIVES REPORT
CC806002 CC806N5A - SALES MANAGER GROWTH RANKING
CC806003 CC806N5A - AGENTS GROWTH RANKING
CC809001 CC809N5A - MODE PROFILE REPORT
CC836001 CC836N5A - TOB GROWTH REPORT
FA557G01 FA557N5G - WAR GROUP AVERAGE REPORT
FA557002 FA557N5A - WAR AGENT SUMMARY
To view current week’s reports, click on the white box next to desired report. The report will be
displayed.
To view reports that contain various agent’s reports or previous week’s reports, click on the blue
box next to the desired report. A pull-down will be displayed with agency numbers and weeks.
Click on the desired agency and/or week. The report will be displayed.
January 1, 2003 -19-
Agents have access to the following reports:
ViewDirect
Report
AL273001 AL273N5A - POLICIES SUBJECT TO NAIC REGULATION
BI925003 BI925N5A - BATCH PENDING PD REPORT AGENTS
BI925004 BI925N5A - BATCH PENDING REPORT AGENTS
CB010001 CB010N5A - CLIENT NUMBERS ASSIGNED
CC200002 CC200N5A – COMMISSION ACCOUNT STATEMENTS
CC200003 CC200N5A - RENEWAL STATEMENTS
CC806003 CC806N5A - AGENTS GROWTH RANKING
CC809001 CC809N5A - MODE PROFILE REPORT
CC836001 CC836N5A - TOB GROWTH REPORT
FA557002 FA557N5A - WAR AGENT SUMMARY
To view current week’s reports, click on the white box next to desired report. The report will be
displayed.
To view reports for previous weeks, click on the blue box next to the desired report. A pull-down
will be displayed with option to view previous weeks’ report. Click on the desired week. The
report will be displayed.
January 1, 2003 -20-
When the report is displayed, the following options will be available on the toolbar:
Scrolling to Next and Previous Pages
To scroll to the next page of the document, click . To scroll to the previous page, click
.
Scrolling to Next and Previous Documents
To scroll to the next document returned in the search, click . To scroll to the previous
document, click .
Scrolling to Next and Previous Sub-pages
To scroll to the next sub-page of a multipage image or AFP document, click . To scroll to
the previous sub-page, click .
Going to Specific Pages
To select a specific page to view, click .
Printing Documents
To print report/reports, click on the printer icon . A print box will appear. Select number of
copies desired. If report contains more than one page or multiple agencies, select all. Click ok.
January 1, 2003 -21-
Downloading Documents
To download the document, click .
Creating Page Notes
To view or create page notes, click .
Searching Documents
To see the dialog for finding one or more words in a text document, click . To find the
next instance of those words, click .
Changing Views
To change the image size, rotation, or quality, click .
Rotating Images
To rotate the image clockwise, click . To rotate the image counterclockwise, click .
Exiting the Viewing Window
To exit the viewing window, click .
January 1, 2003 -22-