Annual Privacy Policy Notice Franklin Madison mails an annual Privacy Policy letter on behalf of our carriers. NO action is required and the notifications are strictly informational-only. What is this...
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Artemis: Locating a Coverage Record
You can use the email address of the primary insured as a way to locate a coverage. Please use email address only when you can't locate the coverage using last name, first name & zip code.
Tools: Customer Letter Examples
Samples of frequently requested customer service letters and forms.
Artemis: Customer Service Inquiry Screen
Client ID Look-up <F4> With the cursor in the Client ID field of Customer Service Inquiry screen, press <F4>. The Display Clients screen is shown. Enter the client name and press <Enter...
Tools: Acronyms
Tools: Acronyms
Artemis: Function Keys
Artemis: Function Keys
Quality Scorecard
Premium Calculator
Truist Takeover: POE Request Workflow
Truist Takeover Customers - POE Request process. This is how you will request a POE that is held by Securian for those Truist customers that have converted to Franklin Madison.
ExRT Escalation Guidelines
Update: If the insured calls to point out a typo in the beneficiary name, please escalate. Do not have the customer complete a beneficiary change form.
Update: The customer must send us a written ...