Aviva Shortcut to Success - Tracking Business

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Introduction

Start here to learn

about Aviva's Shortcut

to Success website.

Your Agent Website

The most important

resource available to

you at Aviva.

Indexed UL

Learn about Indexed

Universal Life and why

Aviva is the market leader.

Illustrations

Step by step instructions

for using our state-of-

the-art illustration software.

Submitting Business

Learn about workflow

and starting jobs with

the New Business Wizard

Tracking Business

How to access cases and

keep up-to-date information.

Getting Paid

Use our EFT commission

function to get your

paycheck—pronto!

Wrap-Up & Contacts

A summary of what you've

learned and links to key

departments and contacts.

Compliance

Tracking Business Topics

New Business Pending Report

Sales Report

Tracking Business Supplemental Information

New Business Pending Report
The New Business Pending Report allows you to manage your pending business by providing, at a glance, the information you need.

•    Track a case from when it’s first received, all the way through issue paid status.
•    Identify requirements for each case
•    Communicate directly with the underwriter of a case.
•    View a transactional history of each case.
•    Access new business/underwriter notes directed to you.
•    Sort cases by seven different search criteria.

Information displayed on the pending new business report is updated five times throughout the day, providing you with a detailed status of all of your pending business. To take advantage of this vital report, navigate to My Business > Pending Business.

Sales Report
The Sales Report gives you up-to-date tracking of your production. Sales reports can be accessed by navigating to My Business > Production > Sales Report.

Tracking Business Downloads

New Business Pending Report Sample

Sales Report Sample