1.  Setup - We receive manuals from Market Support. Auto Uploads from Business Analysts.

A.  SARV - Identify Existing Policy (See SARV Description For More Information)

B. Make Copies of Applications and/or Paperwork as Needed.

C. Make UW Sheets.

D. Make Case Setup Sheets.

E. Update Worksite - NB Received (Date) in Reasons > Other and Setup Date.

SEND TO IMAGING

Once Imaged:

A.  Assign Policy Numbers

B. Update Worksite Database with Number Range

C. Move From Setup Queue to Coding Queue.

SETUP   -   CODING

2. Coding - Mainframe & Venus:

A.  Confirm All Applications are Accounted for in Image Now.

B. Confirm Transmittal Information - Venus Batch #, Received Date, Agent Information

C. Wait for the Overnight Cycle to Run.

I.  Pull Submitted Abstracts Next Business Day.

II. Send Submitted Abstracts to Imaging.

III. Once Back from Imaging, Merge In Image Now & Within Hard Copy Batch.

D.Update Worksite Database

E. Move From Coding Queue to Error Check Queue.

CODING / ERROR CHECKING - Pull the submitted abstract from the previous day and merge.

3. Error Checking (A.K.A QC / Quality Checking)

A.  Make Sure That You Have a Copy Of Error Correction Sheet Available.

B. You Must Have The Transmittal, Application, Abstract and Error Correction Sheet Before Starting To QC.

C. Confirm That All Information Provided on Abstract Matches The INformation On Transmittal and Application.

D. If An Error is Found, Circle it On Image Now, Place A Sticky Note with All Errors needing to be corrected and include the same information on the correction sheet.  Place error correction sheet on the top of hard copy batch.

E. Move all application in said batch from error check queue to pending abstract queue.

F. Update Worksite Report - Fill in the check box and click the small "Errors to be corrected" in errors box.

G.Update Case Setup Sheet.

H. IF NO ERRORS NEED TO BE FIXED IN THE BATCH - MOVE ALL APPLICATIONS FROM ERROR CHECK QUEUE TO PENDING ABSTRACT QUEUE AND THEN TO UNDERWRITING QUEUE.

I. You Must add a sticky note to all application manually checked - "Quality Check OKAY" and then Move them to pending abstract queue.

II.  Fill out case setup sheet - make sure to update checking section, place "0" in # of errors.  Place a mark through the Actuarial Information.  Fill in your initials (Example RS Sent 2/12/2020)  This is the date that the batch is being sent to Underwriting.  Also, add your initials into the "Into UW" located at the to right corner of the case setup sheet.

I.