GUARDIAN DISABILITY INSURANCE BROKERAGE , 2008
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Case History
 
This is a sample of the On-Line Tracking page. This allows you to access your case status any time of the day. There is a section for you to e-mail us responses and comments on your cases; we will do our best to respond to your comments immediately.

Policy Number Insured Agent Last Update
Z11859DD Richard Mariner Jordan Helvetica 5/14/08, 1:06 PM
by Susan Campbell

Policy Info Insured Info Requirements/Notes Attachments
# Requirement Requested Date
Received
Whose
Task?
OUTSTANDING REQUIREMENTS
3 We await the paramed, venipuncture blood and urine test results from the exam you ordered. Please fax or mail them to our office once you receive them. 5/10/08 Agent
4 The home office has ordered a telephone inspection report to be completed. Please make sure your client knows somebody will be calling to have a 10 minute conversation about their insurability. 5/9/08 Agent
SATISFIED REQUIREMENTS
1 We have received with the application the 2005 Tax Return 5/5/08 5/5/08 Agent
2 We have received with the application a YTD Pay Stub 5/10/08 5/14/08 Agent
CORRESPONDENCE HISTORY
4/25/08, 4:02 AM: Automatic status update E-Mailed to hoffman@btie-inc.com
5/2/08, 4:01 AM: Automatic status update E-Mailed to hoffman@btie-inc.com
5/4/08, 1:48 PM: Policy Status E-mail sent to hoffman@btie-inc.com by Kate Broadhurst
5/9/08, 4:02 AM: Automatic status update E-Mailed to hoffman@btie-inc.com
5/16/08, 4:03 AM: Automatic status update E-Mailed to hoffman@btie-inc.com
E-MAIL THE UNDERWRITER ON THIS CASE:

Policy information shown may not be 100% accurate; automatic increase riders and policy information changes could be missed on this page. This page is merely intended to be a close suggestion to what your clients have. For an exact Guardian policy status form please call us and we'll fax a report to you.

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