Policy Administration

Field Center Insurance Policies Manager

Guidelines

Overview

The purpose of the Field Center Insurance Policies Manager Guidelines is to provide Organization Subprocess Formualation instructions for the role of Field Center Insurance Policies Manager. These Guidelines are divided into areas based on the class of activities: Preliminaries, Register Key Players, Interim Deliverables, Adding Advisors, Insurance Policies & Deliverables Modifications, and Analysis.

Organization: ORG

Guidelines

  1. Preliminaries
  2. Register Key Players
  3. Interim Deliverables
  4. Adding Advisors
  5. Insurance Policies & Deliverables Modifications
  6. Analysis

1. Preliminaries

-Administrative Tools-
 Register 
 Login
 Change Password
 Forgot User ID/Password
 Frequently Asked Questions (FAQs)
 Print Instructions 
 Regulations and References
 Search Current Insurance Policies

2. Register Key Players

3. Interim Deliverables

-Financial Intermediary Deliverables-
 Review Vouchers

4. Adding Advisors

-Adding New Advisors-
 Notify New Advisor
 Request to Add Advisor

5. Insurance Policies & Deliverables Modifications

6. Analysis 

 Report Tool

Implementation:

Mockup (html)
Implementation (html)

Contacts:

Name- Phone-Email (mailto-hyperlink)

References:

Title- Author- Library (html)