Are there any unsatisfied judgments, garnishments or liens against you? | OLI_QUESTTYPE_JUDGEMENTS | 10 |
Are you currently party to any litigation or the subject of any investigations? | OLI_QUESTTYPE_LITIGATE | 13 |
Are you FINRA licensed / registered? | OLI_QUESTTYPE_NASDREG | 2 |
Are you in debt to any insurance company? | OLI_QUESTTYPE_INSURDEBT | 11 |
Billing Information - Please indicate your available billing options (e.g., list bill,
self accounting, etc.) | OLI_QUESTTYPE_BILLOPTIONS | 19 |
Billing Information - Please indicate your billing mode (e.g., annual, monthly, etc.) | OLI_QUESTTYPE_BILLMODE | 18 |
Describe mediums available for case administration | OLI_QUESTTYPE_CASEADMIN | 21 |
Describe members of your team who will be dedicated to servicing this account. | OLI_QUESTTYPE_TYPETEAM | 20 |
Describe your policy for non-active employees, employees on leave of absence, and
dependents that are disabled/incapacitated. | OLI_QUESTTYPE_POLICY | 16 |
Does your website have the capability to allow access for Health Savings Account? | OLI_QUESTTYPE_WEBHSA | 31 |
Does your website have the capability to allow access for online enrollment? | OLI_QUESTTYPE_WEBENROLL | 30 |
Does your website have the capability to allow access to add dependent(s)? | OLI_QUESTTYPE_WEBDEPENDENT | 32 |
Does your website have the capability to allow access to check billing and payment
status? | OLI_QUESTTYPE_WEBBILL | 26 |
Does your website have the capability to allow access to check claim status? | OLI_QUESTTYPE_WEBCLAIM | 24 |
Does your website have the capability to allow access to check eligibility status? | OLI_QUESTTYPE_WEBELIG | 25 |
Do you have the ability to receive and feed eligibility data directly to client payroll system? Please provide the required file format. | OLI_QUESTTYPE_ELIGIBILITYDATA | 29 |
Has a bonding or surety company denied, ever paid out on, or revoked a bond for you? | OLI_QUESTTYPE_BONDREVOKE | 7 |
Has an E&O carrier ever denied claims, paid claims, or cancelled your coverage? | OLI_QUESTTYPE_EANDO | 8 |
Has any employer, insurance company, or securities broker-dealer ever terminated your
employment or contract, or permitted you to resign for any other reason than lack of
sales? | OLI_QUESTTYPE_INSURETERMINATE | 14 |
Has any legal or regulatory body ever sanctioned, censured, penalized or otherwise
disciplined you? | OLI_QUESTTYPE_LEGALSANC | 4 |
Has any state or federal regulatory agency or self-regulatory authority ever filed a
complaint against you? | OLI_QUESTTYPE_GOVTCOMPLAINT | 5 |
Have you ever been indicted for, convicted of or pled guilty or nolo contendre to any
felony or misdemeanor other than a minor traffic offense? | OLI_QUESTTYPE_CRIME | 12 |
Have you ever been subject to an insurance or investment related consumer initiated
complaint or proceeding? | OLI_QUESTTYPE_INSURCOMPLAINT | 6 |
Have you ever had an insurance license or appointment, or a securities application, or an
application for such, denied, suspended, cancelled or revoked? | OLI_QUESTTYPE_LICREVOKE | 3 |
Have you individually, or has a company you exercised control over, filed a bankruptcy
petition or been the subject of an involuntary bankruptcy petition? | OLI_QUESTTYPE_BANKRUPT | 9 |
Is Firm/Agency Incorporated? | OLI_QUESTTYPE_FIRMINC | 1 |
Other | OLI_OTHER | 2147483647 |
Other text for Line of Business question | OLI_QUESTTYPE_951OTHER1 | 15 |
Please describe any performance guarantees that are contract standards. | OLI_QUESTTYPE_GUARANTEES | 27 |
Please disclose your most recent rating from rating agencies, such as, AM Best, Standard& Poor, etc. | OLI_QUESTTYPE_RATING | 17 |
Please indicate all available reporting capabilities provided to the policy holder. | OLI_QUESTTYPE_REPORT | 22 |
Please indicate banking requirements for automatic payments such as minimum account
balance, draw frequency/timing, etc. | OLI_QUESTTYPE_BANKING | 23 |
Provide your definition of full-time and part-time employees and include the minimum
number of hours for eligibility. | OLI_QUESTTYPE_EMPLOYEE | 28 |
The existing policy or contract is being replaced because: | OLI_QUESTTYPE_REPLACEREASON | 33 |
Unknown | OLI_UNKNOWN | 0 |