TIMS 3F Special Case TIMS Treaties_CB_09132011 11/13/2018
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3) Text Animation : Special Case TIMS Treaties
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5) Text Caption : Lesson 6 of 7
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8) Text Caption : All RGA International associates must take this training.
9) Text Caption : This training takes
8 Minutes.
10) Text Caption : The purpose of the course is to teach you to identify and handle TIMS special case treaties.
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3) Text Caption : RGA accepts a variety of types of business, which must always be entered into a treaty and associated with a treaty ID, for premium and billing processing.
Some of these types of business do not fit into a standard treaty. In these cases, you can enter different types of treaties to meet those special needs.
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3) Text Caption : When I try to process a particular policy, the system can’t find a treaty ID. What is the problem?
4) Text Caption : There are many reasons a system treaty ID cannot be identified. Perhaps a policy does not fall within the parameters of all existing treaties for the client company, or maybe the policy should not be RGA’s risk .
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3) Text Caption : So what can I do to process the business?
4) Text Caption : When a valid treaty ID cannot be identified, it may be necessary to load the policy into a suspense treaty, which serves as a work-around to this rule.
5) Text Caption : You can then load the policy to the system, and have a permanent record of all unacceptable cases and refunds due to the client.
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3) Text Caption : So I need to learn how to set up a suspense treaty. Can you show me how?
4) Text Caption : Just as with regular treaty IDs, you must first have a bill list set up before creating a suspense treaty.
5) Text Caption : Once you have the bill list set up, let’s see how you create the suspense treaty in TIMS.
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3) Text Caption : Are there any other special situations I need to know about?
4) Text Caption : Inforce business is a block of business for which RGA is accepting “as-is” risk that was inforce prior to the effective date of the deal (or as otherwise stated in the document).
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4) Text Caption : RGA is “on risk” for claims on the inforce business as of the effective date of the deal (or as otherwise stated in the document).
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4) Text Caption : Identification of inforce business is made at the bill list level, based on information contained in the document and from client data.
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3) Text Caption : At the treaty level, inforce business is identified by the Inforce Block field, which is automatically populated from the bill list.
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3) Text Caption : What is the difference between setting up a regular treaty and an inforce treaty?
4) Text Caption : The only difference is the Earliest Policy Issue Date.
5) Text Caption : For an inforce treaty, you populate this field with a date that is prior to the effective date of the document.
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3) Text Caption : What if I can’t determine the earliest policy issue date for the inforce business while setting up the treaty?
4) Text Caption : In this case, enter a date one day prior to the effective date.
But remember to enter the correct date for the inforce business once you receive the appropriate data.
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3) Text Caption : Is there anything different about treaties between two RGA entities?
4) Text Caption : A treaty between two RGA entities is called an internal retro agreement, and requires setting up two document numbers.
The first document number represents the actual document, and the second is for accounting purposes, so that Finance can track the premiums and meet reporting regulations on both entities.
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3) Text Caption : You need a separate bill list set up for each document number--one retro bill list representing the actual document, and an assumed bill list representing the accounting purposes document number.
You then set up treaties for each bill list--one retro treaty and one assumed treaty.
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4) Text Caption : Thanks for the information! Next time I’ll know just what to do for these special case treaties.
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4) Text Caption : It’s time to get those wheels turning.
Let’s see how much you remember!
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Multiple Choice
You create a suspense treaty to:
A) Place all the treaty’s premiums in suspense.
B) Set up another bill list.
C) Load policies that do not meet the parameters of existing treaties for the client company.
D) None of the above.
Points: 10
Type: Graded
Passing grade-Action: Continue
Failing grade-Action: Continue
Number of attempts: 1
Failure levels: 1
Reporting-Objective Id: Quiz10111
Reporting-Interaction Id: 1193Objects:
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True/False
You identify inforce business at the bill list level, based on both the document and client data.
A) True
B) False
Points: 10
Type: Graded
Passing grade-Action: Continue
Failing grade-Action: Continue
Number of attempts: 1
Failure levels: 1
Reporting-Objective Id: Quiz10111
Reporting-Interaction Id: 3063Objects:
1) Image : C:\Users\Bonnie\Documents\Project Change Consultants\RGA\background 1 rgA.jpg
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Multiple Choice
The difference between setting up a regular treaty and an inforce treaty is:
A) Several different items.
B) Effective Date.
C) TIMS Status.
D) Earliest Policy Issue Date.
Points: 10
Type: Graded
Passing grade-Action: Continue
Failing grade-Action: Continue
Number of attempts: 1
Failure levels: 1
Reporting-Objective Id: Quiz10111
Reporting-Interaction Id: 2903Objects:
1) Image : C:\Users\Bonnie\Documents\Project Change Consultants\RGA\background 1 rgA.jpg
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True/False
An internal retro agreement requires only one document number.
A) True
B) False
Points: 10
Type: Graded
Passing grade-Action: Continue
Failing grade-Action: Continue
Number of attempts: 1
Failure levels: 1
Reporting-Objective Id: Quiz10111
Reporting-Interaction Id: 3196Objects:
1) Image : C:\Users\Bonnie\Documents\Project Change Consultants\RGA\background 1 rgA.jpg
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Multiple Choice
How many system treaties do you need for an internal retro agreement?
A) Just one.
B) One for each entity (two).
C) Two--with a retro treaty for the retro bill list, and an assumed treaty for the assumed bill list.
D) Eight--four for each bill list.
Points: 10
Type: Graded
Passing grade-Action: Continue
Failing grade-Action: Continue
Number of attempts: 1
Failure levels: 1
Reporting-Objective Id: Quiz10111
Reporting-Interaction Id: 3353Objects:
1) Image : C:\Users\Bonnie\Documents\Project Change Consultants\RGA\background 1 rgA.jpg
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4) Text Caption : Congratulations!
You have successfully completed the Training!
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6) Text Caption : RGA International Associate
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