Embedded Files
AORB: Advice on Replacement Business
API: Annual Premium Income
BP: Blood Pressure
BB / B&B: Build and Blood (will be typed out in full on your email but could be noted in the CRM)
CCA: Credit Card Authority
CD: Conserve Date
CNA: Client Needs Authority (or Fact Fact Find)
CPX: Cover Plus Extra (ACC)
CRT: Client Review Template
DDA: Direct Debit Authority
DOGH: Declaration of Continued Good Health
EB: Existing Business
EOI: Evidence of Income
FF: Fact Find
F&G: Fire and General
FH: Family History
FPD: First Payment Date
IP: Income Protection / Income Cover
KS: KiwiSaver
LD: Lapse Date
LOA: Letter of Authotity
LOE: Letter of Engagement
L&R: Life & Risk
MOT: Memorandum of Transfer
MRC: Mortgage Repayment Cover / Mortgage Cover
NB: New Business
NPD: Next Payment Date
OP: OnePath
PIA: Personal Information Authority
PL: Partners Life
PMAR: Personal Medical Attendance Record (GP Notes)
RCD: Risk Commencement Date / Start Date
SD: Start Date
SOA: Statement of Advice (or Recommendation)
KiwiSaver Origin Options:
New to Kiwisaver - Currently has no KiwiSaver funds
Transfer Providers - Switch from one provider to another (Example: From ASB to Generate)
Existing not Servicing - Client existing fund, you are not servicing it.
Existing COSA - Existing fund, and you are now servicing it (COSA stands for 'Change of Servicing Adviser')
Lead status Option:
NTU: Not Taken Up
F&G Policy Writer Options:
Internal Policy: You are the Original Adviser
Broker Appointed: Servicing, not receiving Trail
Existing Policy: Not Servicing, no Trail
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