IDC Operations Quick Tips

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Policy Print Request
If an electronic policy delivery is requested on the application and the client later requests a hard copy, this request can be honored in the following ways:

  1. A PDF copy of the entire policy can be printed from the field associate’s Book of Business report on the Gateway Agent Portal on Producer Workbench. Ameritas can provide white Ameritas folders for presentation purposes.
  2. The client will be able to print a copy of their policy after signing delivery requirements in DocuSign.

 
Special Authorizations for APS Records
Some medical facilities require use of their own forms to release medical records.

ExamOne will provide the special authorization forms. The forms require a wet signature and need to be returned to ExamOne for processing. E-mails with the special authorization form and instructions on returning the form to ExamOne will be sent to the field associate once we receive notification that it will be required.

Three follow-ups will be sent by ExamOne for these special authorization forms to be returned. If the forms are not returned, the order for the APS will be cancelled.