Prospect: Format Current Census, Run Prospect Manuals, Utilize incumbent data, Renewal or Experience Request: Begin Renewal 2 months before sales due date, Format validated current census, Run renewal manuals, Run experience for all lines of coverage, Create standard Tier 1 Exhibits, Utilize LFG data, Could be Both Prospect & Renewal: Input current plans, Set up Action/Products in UWWB, Identify historical plan and rate changes,

Is it a Prospect, Renewal or Both?

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