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The Process
- 1. Products issued by: TheLincoln National Life Insurance Company LIFE SOLUTIONS For agent or broker use only. Not for use with the public. ©2015 Lincoln National CorporationLCN-XXXXXX-XXXXXX “THE PROCESS” This PowerPoint will put in perspective the process an indexer does to locate paperwork.
- 2. LCN-XXXXXX-XXXXXX QUESTIONS • Can youlocate “John Doe” paperwork sent in yesterday? • Can you locate a check/wire for “John Doe?” • Can you move paperwork from “488xxxx”policy to 489xxxx? • Can you locate paperwork for “John Doe” sent via paperclip? • Can you locate paperwork for “John Doe” sent via (fax/email/mail) at “0:00” time? • Can you locate a check/wire for “John Doe” sent (time/date) in the amount of ($) with this tracking number? • This is a product switch. Can you move paperwork from “” policy to this new policy? • Can you locate paperwork for “John Doe” sent via paperclip with this (confirmation#/ or Agency)?
- 3. LCN-XXXXXX-XXXXXX For agent orbroker use only. Not for use with the public. • When requesting a rush via personal email please avoid sending it to the customer centric mailbox. DUPLICATES PLEASE REFRAIN
- 4. LCN-XXXXXX-XXXXXX For agent orbroker use only. Not for use with the public. FAX LINES
- 5. LCN-XXXXXX-XXXXXX For agent orbroker use only. Not for use with the public. Any questions about the process please contact your dedicated indexer and they will be glad to assist you. Thanks!
Editor's Notes
- #3 By asking the “ “ questions it makes a rush request much faster to find. It minimizes the time we spend away from our process work as well. On average, asking a “ “ question can have us away from our process for 4-5 minutes, questions take about 1-2 minutes. Remember, the more information the better.
- #4 Doing this doubles the amount of work in inventory and slows down the process. If you have already sent an attachment to the customer centric mailbox please send us a email informing the name and /or policy number along with the time you sent it. This ensures duplicates are not indexed and extra paperwork having to be reviewed.
- #5 The above illustration shows what the fax lines look like. As you see it only shows the Date/Time, Fax Number/Email, Pages, and Status. If you can provide us with as much information as possible we will be able to locate the paperwork quicker. Also, when providing the time please include the time zone where the fax was sent because on our end it shows only Eastern Standard Time. Example: EST, CT, PT
- #6 Quintin Graves New Business Associate, Shared Services Underwriting & New Business Lincoln Financial Group 100 North Greene Street, 4418 Greensboro, NC 27401 Phone: 336-691-3793