Below will list the different statuses there are in the Evolve Portal and their meaning.
Open:
* There has been a new case created and the case is pending a team member to assign themselves to it.
* There has been communication added to the case and you are pending a response from the team member already assigned to the case.
Assigned:
* The case has been assigned by a team member and they work on it as soon as they are able.
In Process:
* A team member is currently working on the case, and you will receive a response shortly.
On Hold - Waiting on Third Party:
* Pending on the carrier to complete the request that was given in the case.
* Pending on the client to complete a form or request that was made in the case.
On Hold - Not in Good Order:
*The paperwork that was submitted in the case is Not in Good Order and we are waiting on the corrected paperwork.
On Hold - Waiting for Final Review:
* The paperwork has been submitted to the back office of Mutual and we are waiting on the Home Office Principal or Compliance to approve the documents.
On Hold - Waiting for Signatures:
* The case is pending client signatures on a document.
On Hold - Waiting on LPOA:
* We do not have an LPOA on file and this is needed to update any details on the account or process any move money transaction requests.
* The client packet has been completed in good order but may be missing the LPOA. The Change of BD Form is able to still be submitted in this case.
On Hold - Waiting for HOP Approval:
* This could be for cases where a POA is being added to the contract. We will need the Home Office Principal to approve the documents prior to sending in the paperwork to the carrier.
On Hold - Waiting for Reply:
* The team member has responded and is pending a reply from either you or the carrier.
On Hold - Waiting on Client Packet:
* We are requesting the client packet based on the details in the case properties.
* To upload, you would reply and attach a file>Send
IGO - COBD Submitted:
* The client packet is in good order and the Change of BD Form will be submitted.
Waiting on Orion:
* The account has been completed over to Mutual and we are waiting for the account and feed to show up in Orion. You are now able to make a request for the account if need be since it has been completed. You do not have to wait until the account is showing in Orion.
Pending Closure:
* The case communication is complete, but there is a possibility of receiving a response back.
Closed:
* The account has been completed and is showing a value in Orion. The transition case has been completed.
* The request on the case has been completed.