NAILBA CASE MANAGER CERTIFICATION PROGRAM from page 47
3 . THE ROLE OF THE BROKERAGE GENERAL AGENCY ( BGA )
Life Insurance Distribution Overview Proprietary Carriers , Independent Brokerage , Direct Online Portals , Affinity Groups , and Worksite Marketing What is a BGA ?
What Makes a BGA Distinct ? The Benefits of Working with a BGA The Role of Marketing Organizations ( IMOs , NMOs , FMOs ) The BGA Value Proposition
31 MIN
4 . TYPES OF CASE SUBMISSIONS
PART I : PREPARING THE APPLICATION In Good Order ( IGO ) vs . Not in Good Order ( NIGO ) and Application Delays Understanding the Parts of the Life Insurance Application Supplemental Forms and Resources Required Pre-Submission Best Practices
25 MIN
Preventing a Not in Good Order ( NIGO ) Application
PART II : AVAILABLE SUBMISSION METHODS Paper Applications vs . E-Applications vs . Xpress Applications Drop Tickets / Quick Tickets
21 MIN
Full Underwriting vs . Simplified Issue vs . Guaranteed Issue vs . Accelerated Underwriting The Role of Technology in the Case Submission Process
5 . THE CASE MANAGER ROLE
PART I : PRINCIPAL RESPONSIBILITIES AND INTERACTIONS Roles , Responsibilities , and Requirements Verifications , NIGO Prevention , Replacements / 1035 Exchanges Interacting with Advisors , Clients , Vendors , and Underwriters Navigating and Negotiating Underwriting Offers
33 MIN
PART II : SKILLS , PERSONALITY TRAITS ,
AND PERFORMANCE INDICATORS Knowledge , Personality Traits , and Skills Required Interdependencies Key Performance Indicators Escalating Case Issues and Prioritizing Your Work
23 MIN
6 . CASE MANAGEMENT REQUIREMENTS
PART I : LICENSING , CONTRACTING , AND COMMISSIONS Working with Your BGA Team , the Advisor , Carriers , and External Parties Understanding Licensing and Contracting Verifying Licensing and Contracting in the Case Submission Process Monitoring “ The Agent Report ” for Inaccuracies
32 MIN
Understanding Commissions and the Impact of Case Delays
PART II : TRACKING AND DOCUMENTATION The Case Management Cycle What to Track and Document in Managing Cases Digital Tracking
PART III : THE RIGHT PRACTICES FOR SUCCESS Right Practices for Communication When to Call vs . Email A Holistic Approach When Communicating on Cases Interacting with Third-Party Vendors and Underwriters Right Practices for Negotiating Underwriting Decisions Types of Policyholder Service
19 MIN
17 MIN
48 Perspectives Q1 2021