Home

OneView Life User Guide

1. Reports and letters To generate click on the Certificate of ei Lote eee i Cg J Lure Currency link ETTET ee wr Man jif eed De reni 2 3 nag ee Seta Mae puted E Pali BH laca mcus Sete bee tol Pig y UMS M eed ait OnePath INVESTMENT INSURANCE SUPPRANA ATIC utilia vwd wc D Sees LlsTm esL ow OO ETT Gd re smEELE riw Report and letfers Saabs megad or ear bpe ta RA Ss i m up Caumr ds WILL mx ied eer aun Du lor peer deed 22D dee ee eae p uri pers amp Perle d Deer el Pee ed ee en a 7 cry reco ere ait Cartificate of currency Thu Lp ep ee Lae ee Sp ee ee ep ee ed ee Rl Du ee i eee Lip Lon fae Fi sis eem Tu DONC epi RD RO Qu dd Di ui At the bottom of the screen you will be asked to enter the policy number Click Go to generate the Certificate of Currency The Certificate of Currency will open in a new browser or window as a PDF file You can print this file or save it to your computer BRENT SMITH 33 150 WYONG ROAD Cartificate of Ls bir nubilis o ai Dant HA SMITH Thank pou for nequeahrg a Cerificate of Currency fot yout poboy Vs irm olaated 12 confirm ha dodici 24 Risk Adviser Services Phone 1800 222 066 Email risk adviser onepath com au OnePath Life GPO Box 4148 Sydney NSW 2000 347 Kent Street Sydney NSW 2000 OnePath Life Limited OnePath Life ABN 33 009 657 176 AFSL 238341 OnePath Custodians
2. beige Gl peo You have the option to export this information into a CSV file by Credit cust sapiy arcing October 2011 clicking Export a Ertrumt ee Pe declara e GeT io Tear rua ee ged vt tj Sus ep E Pj ee 2011 a OP a HELI I 11173 pn 22 How to run an extract INVESTMENT INSURANCE SLIPERANMNLIATIDN OnePath MIS mmu m OWGrE mim TI i Reports and latiers Fae nga targets tam Select the extract you wish to run eo eee ieri Dag lure eeeteses Sel D deed oe rec eed Geers pr Prvicm EH len mood Pee Be ORIIP LE LO DT Ph INVESTMENT INSURANCE SLIPERAHNNLIATION Vybuimw Ad aleam CODE ie One cm ementi oen ee arra 9 gar il Gg EXT ih Reports and letters Tuc Bt y pe cmn ae te mami aie JeH Eri barn ply Dum la aps remm owed DT ded te BS ow Pee ee E Fa P s TESE ee Can bets topo P dcs mim ea oct At the bottom of the screen you will be asked to click Go to generate the extract caa romae aiiract a ey TRRAT ifl VALER L8 EFFET RATE ee et CORE Popes chi Gein garaczis fas petat Bae 23 Certificate of Currency A Certificate of Currency can be produced for any in force policy within OneView Life for e the OneCare product suite e the World Of Protection product suite and e some pre World Of Protection products OnePath NENNT DT Cep Dose L n Cias de 12 Pa zr ETT hrrmcP ibtis Ripa WS INVESTMENT INSLIBANCE SLIPERANNLIATIOIN
3. ee Onair Lite Cas mines p patrioci ERT The 2 ge ee Ba Reports and latiers GS a w bear peo EA curi ade T Luar acf een ieri Du lr emer aed E der oe rected pos egm rc Prie EH len mood aT La Le RII Ead taco ere act Here you will be able to produce reports within OneView Life for e credit cards that have expired or are due to expire e policies due for anniversary in the next 30 days e policies lapsed cancelled in the last 90 days e policies where payment is overdue e please enter down once more Extract data directly out of OneView Life into a CSV file for e client contact details e policy details for in progress and in force policies including cancelled policies within the last 90 days You can also produce a Certificate of Currency for individual policies 21 How to run a report ePath NVESTMENT IN ANNIN OneP INVESTMENT INSIBANCFE SUPERANNLIATIDIN Hoste sud bag Chee aoe mee eS SMS The s garmi ee Bu Reports and eters Select the report you wish to run Jaw s pees tmd Set eo Gia a 5 eI ees d Tei FU uarTIb sETEG R apuri ary mmu ern ol INVESTMENT IMSIIRANCE SLUIPERANINUATICHS Meh bis br epii i Gba peels Oni Lit Durs ras 227 Pa 208294 BT Harw Jer andare dde Reports and ietterg Taled ip rizrballs fe nds prar Tf n f lt i p En Si SEAE i libi FE Mren LAM Ei ITECY e dias rrt dap DE cee oe La ol d de Un a et
4. financial and TEEF IRLI emen kr RETE Asiain i administration requirements and the status Quirtavdiing Franco Qesgbonara 4 npara maghyar ipud pi Fun pipri nag TRH ODE TCCAM of these requirements AGERE Ce a a ee d CDUEPETREUU oe ierg Dr bape td de i Sal TR TT ETIEN bok Diet ee Hele eerie Paini ike h Bae oe bl iine dot o murum Ram mappini Tx a yanip RA UP rrr Ra rad rie Information only requirements may also Samma rforratom Magga rahe Tha nari dasanarmasi wii tuum IRITFETI CETERI re appear in this list These are special notes from the underwriter that you should be a emmEN l aware of regarding the application ae nii ppitin Pi eer ca mapia ueris Soret Bapici es ar Paai hiir ia ejure PME ai dere reed R Aun ieee ho hati appi iiini avi Lhar Dorm aw eod s nn Fein inm ot mice A section for sending notes to either the iad a noi case manager or the underwriter for this Dacajedi nates tor DAVID EDH PALL Ven detis application Outstanding requirements The status of your client s requirements may be e received received by Case Manager e outstanding requirements not yet provided e waived no longer required You can attach outstanding documents via this screen Each time a document is uploaded the date will be noted Veeco arene USE pointe Loe farts AP MBS a o Haga Bi Saeed Parag HL 23 Tuairim any eT Ped bo ha Fates ee eam ji Gale eet hrc ee bans Culalaimg
5. MITE IT Banc PEN Gerri rege ewan ee ed Pons m Dam Fuuiig Caaahriapa a ouccom gaeedhoonas a aded rua Cisl Tarang Ep Radix CATAN as Ldn ernst editors mica ining t OAP epa alnih Tk DITE Chad Ure imcrr na biitiin P Eb Acre Fury ai purae Sere pfo ae Paes ee ee eee ee y fei Uo gall pappering fur a banet p 212272 rai Ba ead ro Our ETE Relies bata wwe Dota ja mid mirta Princi Pee Cesr ilgurarzteeeiudi cam iiiad E hi alk Based then FEN Tu m m paea Tir cuam piagas 2 rere Tr TELA n eo oe Aopi ghee sneer Pesan tel fscopn ne Pr gt wepcozn 13 bese ee Hanis cuit ital Jadurarmg Wannabe n Raus IUS a LANE app Mu avi Lhar Dorm revered am brio fei pend Pecwert Seite ows ri dais rui falii INVESTMENT INSURANCE SUPERAMNUATION Weiler Gig Sarees Cory pedis Click on Attach Doc to attach an outstanding requirement The status will remain outstanding until it has been checked by our case managers You will be prompted to locate the file from your local drive You can attach PDF JPEG and TIFF files Once you ve found the file you d like to attached click on attach file to complete the upload Click on the Close Attach Doc button to return to the previous page Notes to Case Managers and Underwriters At the bottom of the Life details screen you ll ind an area where you can add notes or review
6. PALA di niue Cra s Mom dace mr i a ET tos Ur aca P riaa ame rico ere n BORD ioni REPT eelit Beit rjr dadd j M BLONDR 3244 fi a Ci E led gee Suess To return to your full list clear out your search terms and click search 11 Exporting data At any time you can export or save the data that appears on the summary screen EXB o 00 pana m apioa A Eph CIR Jaret Fcgwia Cina m Fur ia E Eds pitt an propre per ERZIT bs porum TELTT ETS n pong i1 FR im Pos path APDET rr a lepia em DE OHNULII m E aS rN 75 Bakaporacmacas 0 pici khe i Biu Wl d LAET Pear ELCkD HIE TEE E INVESTMENT INSURANCE SUPERANNUATION Hers Latin Bitri Clad ee Click on the Export button to export data to a CSV file CSV Comma separated values Save this file to your computer and you can open it in Microsoft Excel or compatible program In force policies In this section we ll show you how you can use OneView Life to search for in force client and policy information Once you ve logged into the OneView Life system click on the In force tab and you ll see a list of your OneCare and World of Protection policies that have gone on the books within the last 60 days A complete list of policies can be exported via the Export button On this summary screen you can OnePath INVESTMENT INSURANCE SUPERANNUATION ae di OneView Lita Fiefarebeoned 1a 1 TYSREMA aay fi par i la
7. Paul d mrovm are ee tape ee I ED sar lian NE dh mum Marissa ae aos T pittore bat life insured s name it means there are non nime CT n3 we erdum d delen outstanding requirements for that life You assink HE Ts me ieee Cini ap a hioa Sar can click on the life insured s name to see SOREN Thang J Hesum pac sap fc pre ttis menor what those requirements are Ia tha Applications in grey have no outstanding requirements and are awaiting assessment by OnePath Grouping information To make it easier to see the information you want to see the in progress summary screen allows you to arrange the data displayed in groups OnePath INVESTMENT INSIBIANCE SLIPERANNLIATRON Pets ET Beri Cas de nares Ernai Riso ale er porepec EDS T You can group by application policy Hepp y ape m asiy f i d 3 do ee Ta number and by the life insured s name en WAEpDYXG ERE ii M eN zun uu m M C You can re sort the information displayed by DD i i i i h tories clicking on various column headings These I TEAEQETI Thes har ices rr Dn eee ua iaa none ptor heading are hyperlinks coloured blue m uum 3 a peveru Pun d mtevm IDIOT T pede B o cmi nune erii reira i reri aoa resemble tae nau CIL E Biomi ie Hit Dala Bases r aa TERENEM Lo Bibig J3 bn teat IDE eh Carn Eua dna Ea ed I8 Eh Policy details Each policy number on the summary screen is a
8. force policy detail page contains additional information for a policy including OnePath INVESTMENT INSURANCE SUPERANNUATION a AS Fae lr bi sFJEK Zub SIRT a QreView Lie Carrien 147 PU ARED ETT Eur spam efr p NAT IT LET 31513347 i ir ien WES ee baie eb DHT MET TT Prou Trepar Hom Jam ni PAM ANNE Roa etree Redhat 2208 l aiii Faai binip ATOGT es qvamusm rare eb Fii EH o EUREN perc sep Pie SE o oM larum bai pert Vr mmu wisi oe tate oy eem l ai 5c acl 300r zT Vai bair VEM THRI Click on the policy number and you will be taken to the Policy details screen Export information displayed into a PDF Summary of the policy owner details Policy cover summary Adviser details Link to commission details Payment details Payment history Beneficiary details You can return to the in force summary screen at anytime by clicking Back to in force policy link 14 Commission detail To view commission details click on the link from the policy details page bed ug TT JI ugue HS a Ea li ak T Commision caise Fokc wena ROT beta i immi memi mum C Lite detail When viewing in force information grouped by life you will be provided with key policy details including e amount insured e annual premium Enni aceti ra TEAN TUDEITT 4a INVESTMENT INSURANCE SUPERANNUATION Frarsi ian Moni Listes mh FEES
9. o Gade Gutttee bee Gert Priim a amem Bee Tee nd oim See Booey Boer l a ue dep eee ee E mT Seite chee k p ee eR Pee i i 0 First please login to Adviser Advantage onepath com au adviser AdviserAdvantage adviser login aspx If you do not have an Adviser Advantage login click on the register link to setup online If you have forgotten your Adviser Advantage password you can reset it by clicking on the Forgotten your password link on the login page Alternatively you can call 1800 251 588 INVESTMENT INSURANCE SUPERARNLIATION ae eee ee ed CUN i Tur mmn CH sed rra lsi ie ecl asma Hi bus Ora Ta gt aea ETTULOEED PERR his48 LIT a prr m nuls dir a wed dur Acier ier ee i eb emm ibm Coke A nci aen Seely Farid acean ier md deir ale 3 7 CRER Te eu Dua Gu a sU umcpuce gis Bud Chere iat yea Mot page acad Baurgaridad i dus i Gad panos u eqs 1017 qe d ee je bee Ei Fare mprubg oo De eee CPi eer Kid sicut berg ALT Saeed Tees Depend Flair 1 57 marprerm Sees Boe gt Cae Be FP rn gs Select the hyperlink to OneView Life To access OneView Life via Illustrator Open Illustrator and select the OneView Life hyperlink uL Gil ee i Dap ah Mar Bippirdres ation Lifa Dover wii oana Tene and TFC C oCogc one Bipar heed ty Ce sit Mise und Diiia Mens Trend wm oer TRO Geet mp iral Teper imani EMG Stara Alene TFD C Depe Edad Sap era p a Hazhr Tran 7 i
10. r c m eat Serene jam Hdagid Tora ertum pm RR R Caner ahem hri LL dnfich e andLoading Exclusions for each Cover type As with the policy details all lives insured on the in force screen are links nar spra g m as Cid Diy Pe A i Se uU Ta gea numm Bn Apia did gp 178 Weis Bn pup ud ae ee Se ee TL gets cur motel tin ee tfi Euri iea ee pvo TED p ks MP hk abi pcm eee Uum pium rum Aa uLE SEE mur m Pul peace E Plures EI wine eki i he xu nutre pu TEHIPEETTS rt nn aree LE Bros raa Poir ines Quim gi ric Du sag a J23 aibi Sh hi iri Tap p Seah a FT LID uu AMGELOSBAT DE ls AEST remm Jae sr rn rr isi i a miis INVESTMENT INSURANCE SUPERANNUATION Frasi Comp Cache hi Fagor Tra F prvar internas Scie 8 ST ae Tee geh 1568 Bini irm irae ars LICUIT Li lager TRE ow Demp OneCare lan i Mini Tessa n 1 Arten uat an Fn vara me _ era Per eet ni J icr ihr Racine mmn poc ME kt term Wim ai TRA LES LIFE LER biin E rti 131 piss aad bim he IP I Pea sored wp Eke Cooma Se Hh mh airfare ibne tiigi Arie bog TET utn Si zdn d re ry al uiri bebe TS BT Lee PN isa Has IEH Ti acai 3 bie iix ba bt imini tiii Lahi bits fafa Fuaudr zit paga 12 Click on the lif
11. ADVISER USE ONLY User Guide January 2012 OneView Life User Guide OnePath a company of ANZ v Contents Logging in Adviser Advantage Illustrator In progress applications Adviser notices Policy information Grouping information Policy details Life details Outstanding requirements Notes to Case Managers Searching Exporting data In force policies Policy detail Commission detail Life detail Owner summary Searching Exporting data Cancelled Reports amp Letters How to run a report How to run an extract How to produce a Certificate of Currency O O N A OA uU uU A UL W 11 12 13 14 15 15 17 19 20 21 22 23 24 Logging In To access OneView Life you require your Adviser Advantage User ID and password You can open OneView Life either directly through Adviser Advantage or through the OneView Life hyperlink in OnePath s Illustrator To access OneView Life via Adviser Advantage INVESTMENT INSURANCE SUPERANAUATICNN Hew t Adviser Advantage aiu nr tup Le CORAN Pile qui Rad E FUMER CUOMTAQZV DRE a a a TT Arcas Greats peisen mbein Sehe cowed za Makap ince Le FERNE ares inpri dell Haandi diiss Ia heel rum ix Wege ZU m4 th be Soo alvo biae ras Papfirlir mg Poa ae hs ifo nis s DOM Rewer Sete boo Hide rw cord wir hier ee Permai wi ieee age ceder
12. Pty Limited OnePath Custodians ABN 12 008 508 496 AFSL 238346 RSE L0000673 This information is current at January 2012 but is subject to change Updated information will be available free of charge from onepath com au or by calling 1800 222 066 It is for adviser use only and may only be reproduced with the permission of OnePath Life and OnePath Custodians OneCare is issued by OnePath Life and OneCare Super is issued by OnePath Custodians Potential policy holders should read the Product Disclosure Statement PDS available at onepath com au or by calling 133 667 and consider whether this product is right for them onepath com au a company of ANZA L7201 1211
13. act us 16 Owner summary You can also group by the owner of the policy When viewing in force information grouped by owner you will be provided with key policy details including instalment premium by policy life s insured amount insured by cover type OnePath INVESTMENT INSURANCE SLIPERANNITIATHON a PURITTESR ip ey Doa TTD Enc raietan py 0 tain i i cna EJ enm iH y powa cx Fun C I meses Hiph Weer Secs momir eer team compet db potas ce Ee Pee Felici dabei Papers i TERMS i AA F ru m MED M an uu piema Onecare Ht o ee serm Supe Us eta wD Habi Beced ud ae HEN cras 5 ee rt O a iS wedbbidep ab i ee FEX kiar A ee ndm r aptid nme Treas Praia 11157531 TEL Wa 11 TED day biaa Ee Wes Girctersan Emm ser roga 15 Sate jarta oie 17 Searching The search function at the top of the in force screen allows you to do simple or advanced searches Simple searches will bring up your OneCare and World of Protection policies in force OnePath E aye Hmmm wine Wimpie d Bes FLE FR Due E py ee ia aoe a deny FPS LE FE Dudes To return to your full list clear out your search terms and click search INVESTMENT INSURANCE SUPERANBNILATIOH See Ages Bree eo ee INVESTMENT INSURANCE SUPERAMNBNITIATIOH Barra Nes Bare T pg eee idire gexlialari Sepia ris plas bifes A simple search can be done by typing in a policy number a life in
14. ation link Life details On the summary screen you ll notice each life insured s name is also a link to information about the life insured OnePath INVESTMENT INSEIBIANTCE SLIPERANNLIATRON Pw bis aH Beri Clee de Li Baer iliri in pm el dm ami m ay CO dS Q 1 sagome oe conca et Um e erei tens T appini M es mea D RAEZEII Tien hari l Eguis Dega HI lowers pus anche peus s radeon Femi us pepsi Ute goin dem Princ Ses HS ere ami erroe m Click on a name and you ll be taken to a ME NEL LL art i thera fever pi euer Life details screen he EFE SIT in Bil messed oo k Bump a tidem MEAM a Eh Bi Dii J3 puram EDIDIT z o FMON N They ar J Henmper tenje El mm iain inle ELET Here you ll ind more detailed information about OnePath INVESTMENT INSURANCE SLIPERAMNUATICHS a aet c Ug up Se Se Loo ee iu a dark x Meio anzi miti m Balcrial e Case Ebrsegetr DAVIDSON PRUL e vies Lube egerat Policies the life insured has applied or is Ese abis pT EX UNO m RANEE ORDINE l ET RALAT a covered for ndv rasta ane 0c et HB LE wgjenasg sm m Datip ever is prration er DUTO IEN PALA Te WEM HL Para i Ba The cover being applied for under these CA TESI a ee m oron LETT policies LAET i Feast Vipibesl iiia Acie Pepe MEV We eat a kaa Baer obey La Dd Ca s DEI Mergea maigi haad hace asagat Detailed medical
15. ation type policy number or life bit dan EM insured mumni pe Puhr Gmm jal ETT aA iuda B trO a BROS iLL ranmi E Cw ae ina fopa Baroti puc pagal 1 When grouping by Application it will only display new business applications that have been cancelled or declined within the last 90 days When grouping by Policy and by Life it will display new business applications that have been cancelled or declined within the last 90 days and in force policies that have been cancelled within the last 90 days It will also display the Cancellation type and reason Oneview Lite Derstener taste AREE EET Bini ea d F e ia UA tornia praa omen Pies uL PUT aT did f ee E bidia gati irimi 83 imei gt CR ae wheres PRET cost aneue rer Sst 1235503 ETE E E TI Pat ann 20430 Hil se Best sei pane 125 20 Reporting and Letters In this section we ll show you how OneView Life simplifies your ongoing client management and reporting Once you ve logged into the OneView Life system select the Reports and letters link from the top right hand side INVESTMENT INSURANCE SUPERANNUATION Perm Ladies Bae Cher aci Er Ht o i o Reports and letters link Gnam iy 4 piin q Funes Le SETE ENSE saf o Eisg gp coe mor mad Gs pa Be cuum imi a fare du AR O omepmeuesemr oo onie INVESTMENT INSLIBAN CE SLAP ALATA AM TEMS sum Sete Chee ees
16. e insured name and you will be taken to the Life detail screen 15 Life detail continued The in force life detail page shows specific cover information for a life insured including OnePath INVESTMENT INSURANCE SAIPERABINLIATHON Wb LEER ra Wee Dou mifa Ond iw Lf D arsbesrat i PR ISO D ETT arma Duc 7 pew by By Tx DUE 11155 ror 82s PERI HJA EE BiSL rc pEr Amba jea torr ogee manas date wen ine OO uns paz xd ans Y dn Fasz disi onii n n Pi E d Berg dn Fire pepe Hii Fe mft pee pam Fn ums armaa ay sapira riia HATIR hip dam pna 24 23 2E8t anma Te cos i 19 obit dtood barra gardiga Ta ac nire pargo ar coed io ae Ro jiona ate soy i akmeo Pat PBA ae one t uae oie ae C sss qu olt Lawn rw TT mI T 3 3 TT MIT oe jaiai Life contact details where they have been provided to OnePath Cover summary of each cover type Detailed cover information including any loading and exclusions specific to that cover You can also view options and optional extras selected for each cover type by clicking on the View details link These details will show you the Benefit payment type Premium type Occupation category Smoker status linking arrangement and any additional options for the cover Please note World of Protection policy exclusions are not available through OneView Life If you require more details relating to this cover please cont
17. ets Decus Cover Bimini Catt Probi Burra Epen Conn Lmrg aparie Cover Eun Coe Cover Chill Con OneCare Probeecton for Life Please note You need to be logged into Adviser Advantage to be taken directly to OneView Life if you click this link without logging into Adviser Advantage you will then be prompted to do so In progress applications This section shows you how OneView Life will help you to better manage your clients applications Once you ve logged into the OneView Life system you will be viewing the in progress applications for OneCare On this screen you can OnePati ath INVESTMENT INSLIBRANTE SLIPER APSNLIATRON m ru Pete ET Beri Lee de in rare aH a kiiks H iliri Search for applications auper rm aa m ey m oa en BA oe ACA et ee ee en ee eee m Export your complete list of applications to a CSV file DEVETLO Pau d RI CA mAN d fresh iden gin mu 1 o 4 TN E i BELONG 348 i Te SHAENG Ic nal SETE PHE SECTTER2 T i See important adviser notifications eL De Ja s SEDIS T1 They iar Weir res ip nocti T CaA Eua tad m See a summary of all your applications in progress Adviser notices Adviser notices are visible on the right hand side of the in progress summary screen Here you ll be given important notifications relating to service standards and recent activity on your in progress applications You will also be notified he
18. link to information about that policy OnePath INVESTMENT INSIBIANTCE SLIPERANNLIATRHON Powis DT Beri Clee de Cee i eer in rpm Wipe dm appnacees Co C 5s 4 ii dil Sei ee ed a len piedi pEBIEREP BE Q f senses oe conca Um A irei a aSk tnn Eguis Dey E auta abd fa UA A H am s me oper ai pregnant Pur Ses HE fu Pr lal Click on the policy number and you will be immer LOCI TERI mr e Saas er ram n MEL mr LUNES Ke iur grec we et zh imm taken to the Policy details screen MHTUTS an Gto min d pervia Erebia irira bes F wen pinh h arkda norem Ce m BLCRER J30 nam T y udis IDEM j F Bion J3 bed DI zz SOAM Thee h i r i Tii res l Himpers C 9 meian inle D iy INVESTMENT INSURANCE SUPERANN ATION Number of days in progress and when the application was received E COTYeR Fi Bole ie Paea i a Pw uu irs Bed bs ai came aoe I Wai Export information displayed exiens T8627ERHT T DI GREC I2 NN fie ccu dni e TA ES s hpr ipsi en Basim PILH The Case Manager and the Underwriter for i u Sr ey s Sab peli Db in c NI this application where allocated NEAN Eas nares nr Lives insured by this policy A list of other policies that were submitted as part of the same application You can return to the summary screen at anytime by clicking the Back to in progress applic
19. previously submitted notes Please note this function is only available where a Underwriter or Case Manager is allocated w Regem eo al nie HO MBA ZO HR Ps Rippin D E C ord taping UB H Quadri MITES 88 Fabel ape sarph hphqud i rahana Faft Race Calm Siti TT E TL cem eco agg eee eT a ee oe gabiter eh is Dual eo ee a TE BiTi vamp addfrgniiE rare acetone AA a amikir 21 Je te m im return Fn Pcia d arl dde wun iiei Raia e A mrp bert E PoE ae oe K i Sarees nfcrrabum Taggers g pec my gov eet ere m d biarn Ear Lgsll agpriluld Te b biadhta PESO eus Bb em oe T i bas ary Panes rac awa futile Tamma mieria Flassg rota Tua Mnarrixiacranimaxiaid biun Fac a qur Pacmag rath Fia Dez toro aspbunaa m brer Mist piadina whe bo icrcamen Lu LIpi HUsa MET RANE miat ja nME Fabry one rcr T TE Hap eum ves Fami ES PVA PAR BYE NIRE ITA USE TCR EA a mr paries fase teque amino m aln ET aru apace NEQU TET AE ad iie s9 PER at Cuna Large Taneci Cana markar fe erquees rena fn octane saure rna tcr kirara jaikia WATHRMON OC I ee Ne Fi decia Mu hi Pl Pici T M iid C n un the Jets Click Add a note and a text box will appear Here you can choose whether you d like to write to the Case Manager or the Underwriter Once you ve written the note in the text field click on Add to send it 10 Searching The search function at the top of the screen allows
20. re when certain situations occur for example if there s been no policy activity for more than 14 days or when one of your applications have been updated INVESTMENT INSIBHIANCE SLIPERANNLIATRON PH ts DH Puri Line de in inp ait T Lijst i beer hope rm aha Pay i en Bar Ao Cae Facet LIT Da i ieee Be be peur as Egis Lega m He reed eben a www Uih pion mH D t T r Diverrus panj d SCITEMT3 Girto min d I box n0 There Bat pat eee BLCMN 134b f i SEIN Iuba nal fasting le Bibig J so UADIS13 Thee ipf Wein re gp Conta ba bna nna La ed T da CSV Comma separated values Save this file to your computer and you can open it in Microsoft Excel or compatible program Policy information The in progress summary screen shows the key details of your applications in progress including the policy number the date received and how long an application has been in progress OnePath INVESTMENT INSEIBIANTCE SLIPERANNLIATRHON m ns PHa aH Puri Glee de Onde A E The paper icon next to the date received indicates that the application was rare nad Emm d fri submitted on paper Wipe We spaces m ey L If the application is in bold it means it has C emn an pam cere been in progress for more than 90 days m EEIN Tea hay Rm TuS Gs Co ie T gja Tm e nh Fr due bem re adi pups k zHH ILL I MR videl If there s an orange flag next to the nem DIS a a PRUE
21. s Mu d iret bx Cis T Dae Ti pfii A ae en i ee 15 1 Fal d hir xk a bibi iliis unb fal LL m I EE Ug P Ee LE re ap F i Hp Epa aH nrJ Bg ELLE Tg uuu eh AUS Slee llik we Em Boosie ail eters coe Semen eam ri kee ree ee Fiir ari Tages Debl dupe Li Amar ma ia ilal i25 acl Tru acr o eS abb Pi Biisi ihe RD i d RITE Y 111568 ia Img UEM LIB Fl Ri pec pae 10 Group the data by policy number life insured s name or policy owner Search for policies Export your complete list of policies to a CSV file See a summary of all your policies in force CSV Comma separated values Save this file to your computer and you can open it in Microsoft Excel or compatible program 13 Policy detail Each policy number on the summary screen is a link to information about that policy OnePatn INVESTMENT INSURANCE SUPERANNUATION E rhi JE AUS WObipRi lidb 1 Eom OnaView Lf Denise t ab P EEE SERT Tan Hia nnua fg Pii ie r aii tt i umm ri hne A EE empii pci ar go Ti prices p a E i ye Ce E ey ee ene ee Amar mag n i255 act Td ED 2 mE Lio al ROME agar om mE es 1 m nam i Bet je rep ieee Fus mm a Japri yr 271568 dh mg rmm ig wb Pda z rl ee a ET es EREHE ji BETTE nag ELLE a helen i a Ltd 24 minimae robe Bete LP 1 HH ed D i masas perpage 10 li HH mH The in
22. sured s name or policy owner Choose an Advanced search and the advanced search box will appear Through the advanced search you can refine and combine your search terms to find policies quickly and easily 18 Exporting data At any time you can export or save the data that appears on the summary screen INVESTMENT INSUTIANCE SUPERANNUATION riots gor Cie DC ww hes Fe ie rra VES d DB 539 em es ee Cen ETE Eum ji m wan PM we hans apu aos hepe Pema fp ET i wes ct Henn gini E os LT LI Ug T EHTE E i Les te v vasa i uen Hine es Rm are Ca ELL hen DLP CSV Comma separated values Save this file to your computer and you can open it in Microsoft Excel or compatible program Scape gam m Saget Pee E LE Tape Jerit Dope ed IN DW Shiai Cah eee ours EUA aw Povey cna rare da iia Chretien CPT TH al Boccia go il eter 4 Hi LT BH MD LIB LP s Resets per page 10 Click on the Export button to export data to a CSV file Cancelled In the cancelled tab you are able to view a list of clients policies and applications that have been cancelled or declined in the last 90 days INVESTMENT INSURANCE 5SLIPERANNLIATKON OnePath Aa Gd Sea tpe eem T EE From the in force summary screen click on bann S guis Idm eih the Cancelled tab ial Apta Pe pent You can group this information by applic
23. you to do simple or advanced searches When searching in the In progress tab it will only bring up applications that are in progress INVESTMENT INSURANCE SUPERANNUATICHS T oru Hl ante Hhrma Soo pesi m A simple search can be done by typing in a policy number or a life insured s name Agghranor hae LILET IL DL ios Q 7 pao Ge moto Choose an Advanced search and the ETT amuemum O advanced search box will appear s Rr There sud i bari ROHS mam inet iir iri haane EA cn paan _ mu Mons i Oo e ME Wia dan At LES itn a PAX SS NR a MENS alid ee 3 TEA nean QUEEN a Le mium Cows arm Race Spar i el 1 P PiaR re ii l i E Gum son ras di EI Cow ri nior uti Soom i big etam 10831 E i tes om ine Fiii Geel arm Bague 18 1502545 0g M ihi ere d dass Mesi e P m mone ung FAM Ge ary Rann Sapa INVESTMENT INSURANCE SUPFERANNUARTICEN Vcore ion Barra Clo arr So me Rag pmi os bu tren ah amp eee Casey f ipn rac bie mans quas puoTE m arit eS po anm WERDE ham has sine id pcr 2p hen ECDW ce the Eus oper al lia CRE Tee wae WEL EEI HE f Pd il Through the advanced search you can EMT refine and combine your search terms to find Fes no prt 55 rims applications quickly and easily Lern LIU RE Baer siitti a bet Tis Ee spica has tam w Fee miia om rem Und men aes a Tea Ad

OneView Life User Guide

Contents

Download Pdf Manuals

Related Search

Related Contents