1) What job aid do you go to for illustration handling? a) JA83- Illustration and PIP Handling b) Standard Work for the NBC 2) What job aid do I go to for Non Face to Face handling a) Guide to handling Non Face to Face b) JA93 non Face to Face 3) What system does new issued UL, CI and DI go to once decided by the Underwriter a) Ingenium 5.4 b) Ingenium 7.7 c) London Life FM d) IB15 4) NPW ( Not Proceeded With) a) Decision is not finalized- NBC handles b) Send to NBT Tactical to handle 5) Do I handle a client join on a Declined policy? a) Yes, we need the client to have one ID b) No they are not getting a contract so no need to handle 6) Update Contract Pages (PLC Scripting) task goes with what checkbox in HOWA? a) Manual Settle b) Suppress Contract Print 7) Update Policy Admin task goes with what checkbox in HOWA? a) Manual Settle b) Suppress Contract Print 8) Date of birth- March 30, 1979. What is the save age date? a) September 30, 2025 b) September 28, 2025 c) October 30, 2025 d) August 30, 2025 9) Date of birth- May 30, 1979. The Advisor wants to save age. The UW made their decision Sept 20, 2025. What is the save age date? a) November 30, 2025 b) November 28, 2024 c) September 20, 2025 d) November 28, 2025 10) Update Policy Admin task tells us what to update on the Advisor Summary, AOPR, and loose pages a) False b) True 11) When does the NBC actually do the replacement a) Never-these are always done by the Tactical NBTs b) If the new policy you are handling the contract for has no placing requirements, or the only requirement is premium from the replaced policy 12) What are placing requirements to put a policy in force ( aka Premium Paying) a) Premium, Banking, Insurability Statement, Amendment, Exclusions, Authorization to replace form, International Tax Classification form b) SIN number, AOPR that does NOT have any insurability statement exclusions or amendments 13) What is the follow up for a Non Face to Face that is required? a) 5 Days b) 10 days 14) Signed Illustration- if the advisor said they uploaded it we always take their word for it a) Double check all info is exact to the app and signed properly b) Correct- no need to double check the signed illustration 15) You need to update the Policy Year Date (PYD) on Ingenium. What job aid will show you how? a) ING04 b) ING12 16) I am in OnBase- New Business. My e signed document has a signature panel but no ETS. This is how I will initially handle: a) Make sure to go to IC - ESign Transaction Summary-Insurance Doc type group and check if it is theren b) Email the Advisor and ask them to send it or get a whole new document signed if they do not have it. 17) My policy did not land in Ingenium. This is how I will initially proceed: a) First make sure it is not declined/postponed/NPW then consult the troubleshooting section of the NBC PG b) Email TOP Support for the Trainers to help 18) My beneficiary name is too long for the system as it is over 54 characters. This is how I will handle: a) Tell the advisor to pick another beneficiary with a shorter name b) Follow how to handle in the NBC PG 19) The Advisor picked three primary beneficiaries at 33% each. The system needs to add all of them up to be 100%. This is how I will handle: a) Email the Advisor and ask which one they want to get 34% b) Just put one at 34%, claims will always pull the application and pay out exactly how the client wants it 20) The Advisor emailed me and asked to have another advisor added to this case and they will split commission 50%/50%. This is how I will proceed. a) Add the code to Ingenium and update all the loose pages as needed b) Consult JA91- Advisor Changes then if I do make an update, use ING05

Game time for the NBC

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