How to Work & Resolve Them

AO Workspace (AWS) is where you can view your policies, and stay i communication with Lenore and underwriting.

When a submitted policy needs something corrected or clarified before it can be placed, it will show up as a MOD in your Planet Altig dashboard. “MOD” stands for Modification, and it’s a normal part of the process — every agent gets them. Your job is to resolve them quickly so your client gets covered and your commission gets paid.

MODs are found inside Planet: Side bar → Policy → MOD Inbox

💌 UNDERWRITING EMAIL DIRECTORY: https://www.planetaltig.com/Document/Download/21207

📞 POLICY SERVICES: 800-433-3405

MORE INFO ON QUALITY IN PLANET: https://www.planetaltig.com/SixKeyAreas?id=4

ALL QUESTIONNAIRES IN EAPP: https://arc.impact.ailife.com/views/defaul

AO WORKSPACE

AO Workspace is where you communicate directly with underwriting and Lenore.

Anytime there is an issue, clarification needed, or update on a policy — this is where it happens.

When checking policies, head to AO Workspace:

• Review Apps — policies in underwriting, being held and have not been released yet.
• Submitted Apps — policies that have been issued and active.

Adding Notes For Underwriting

You can (and should) use notes to communicate important information to underwriting/Lenore before the policy is approved and released.

This includes:

• Clarifications about medical information
• Banking updates or corrections