New Account Onboarding Documents – Central States Health & Life Co. of Omaha

New Account Onboarding Documents

Credit Insurance

Contracting & Licensing

New Account Datasheet
Agent Agreement
Administration Fee Appendix

Maximum Limit Appendix
Banks
Dealers

Certificate Examples
Banks
Dealers

Dealers
Banks
Dealers

Remitting Business

Batch Summary
Remit Form 601
Excel Versions
Secure File Transmissions

Claims

Claim Forms & Authorizations
Life FAQ Brochure Disability
Disability FAQ Brochure

Reporting

Logic Report Examples
Billing Statement (562)
Loan Officer (539)

Penetration Report
Examples
Instructions
Data Elements

Other Documents

PK Manual
CSO.com Instructions
Peace of Mind Brochures
Quik Calc Instructions
Supply Requisition

Credit Union

Contracting & Licensing

New Account Datasheet
Agent Agreement
Program Guidelines
Program Contract Examples
Licensing Information: cso.com/statelicensing

ezLink

Remittance Forms
Data File Layout for Electronic Transmissions
Credit Insurance Member Detail File Format
Secure File Transmissions
ezLink Link

Claims

Claim Forms & Authorizations
Life FAQ Brochure Disability
FAQ Brochure

Reporting

Performance Report
Examples
Instructions
Data Elements

Other Documents

Credit Union Manual
CSO.com Instructions

Peace of Mind Brochures
Debt Cancellation
Credit Insurance

Debt Cancellation

Contracting & Licensing

New Account Data-sheet
Agreement
Fee Appendix
Maximum Limit Appendix
Addendum Examples
CLP Example

ezDCC

Quoting Instructions & Examples
Remittance Forms
Secure File Transmissions
ezDCC Link

Claims

Claim Forms & Authorizations
Life FAQ Brochure Disability
FAQ Brochure

Reporting

Logic Report Examples
Billing Statement (562)
Loan Officer (539)
Penetration Report
Examples
Instructions
Data Elements

Other Documents

Peace of Mind Brochures
Supply Requisition