Website Support

Question 1

What specific internal website would you direct a ppt to while assisting them with logging in over the phone?

Answer 1

Secure2.Transamerica.com

Question 2

Where would we find if a plan uses a custom web portal ?

Answer 2

Case Notes: Web Portal section or Special handling section

Question 3

Choose from the below the correct step you need to take if you update an email address in CTI/P3?
A) Update in Salesforce
B)Update in control> web profile
C)Update in chorus
D)No additional steps are needed

Answer 3

B: update in control panel > Web Profile

Question 4

True or False
you can go online to the PPT website to assist with their password reset.

Answer 4

False: PPT will self-service on website. Be sure check control panel to ensure account is not locked- unlock if necessary first.

Question 5

What Two documents does a PPT have to agree to before their web profile is considered fully established?

Answer 5

Terms of use and E-consent

Question 6

What Criteria must be met when establishing a user name on transamerica.com? What about for a password?

Answer 6

Username: Must be at least 7 characters, cannot be all numeric, cannot be and email address, only the following special characters (!@#$&_-+)
Password: Must be considered “strong” to meet requirements , must be at least 8 characters, include 3 of the following : a lower case letter , a number and a special character

Question 7

True or False
A PPT can change their Username , password and security questions once logged into their online account.

Answer 7

True

Question 8

True or False
you can delete a ppt’s website profile if requested by a third party caller, who is not a full POA , when the PPT is not on the line.

Answer 8

False