Billing
Vehicle Changes
Reinstatements
Drivers
MISC.
100
What is the max time & IKE we can hold a refund if named insured is wanting to apply the refund to the upcoming renewal?

What is "When to use Billing Diary vs Billing Chat"

60 Days

100

If adding a vehicle to a multi vehicle policy with one driver, we must confirm what?

What is MCTD

100

When handling a request to reinstate a policy where must we go FIRST?

What is Work Tool Suite

100

When adding a driver what is the first step we must take?

Determine if driver is excluded on the policy. PRC55838

100

If there was a phrase that Princess would be known by what is it?

What is: On PURPOSE

200

What do we need to do if Named insured paid on the wrong account and needs to move funds over to the right account but a DNOC will issue within 48 hours. 

What is use Billing Chat

200

If named insured is adding a vehicle on the policy with you today and has concerns about driving the old vehicle to the dealership due to being traded same day. Would we leave the vehicle being traded on the policy and process an Add a vehicle change? 

What is: No, we would advise the customer coverage on the vehicle being replaced is automatically bound for the day of the effective date change.
200

In WTS if selecting "Voluntarily cancelled to insure with another carrier" and it is prior to the effective date with the new carrier, what option would we select in WTS?

What is: Transfer not applicable. 

200

If NC resident is going to apply to get their license and needs proof of insurance for non licensed/ listed driver. What must we complete?

What is: DL-123 Certificate of Insurance - NC PRC52769, Step 2 in add a driver IKE

200

We would offer the Insurance Score reorder to a named insured who lives in CA, tier is 799 and last order date was 4/2012?

What is: No, CA is not a applicate state for Insurance Score Reorder

300

If pending payment is will fail and the NI makes a replacement payment with you. What are the next steps and why?

What is: reach out to billing for a bill hold to prevent a DNOC from being sent out.

300

What would you do when adding a vehicle and anti-theft credit does not prefill on vehicle 2000 yrs or newer?

What is: Plug Passive credit or apply applicable credits for the state (i.e. NY Category III)
300

If policy  NC policy is cancelled due to Paperwork for new policy was not received we would?

What is: Transfer to New Business

300

If policy is set to cancel due to a driver who does not meet our NB guidelines and we sent a driver exclusion letter and insured would like to continue the policy. What must we need to verify first? And then what?

What is: Verify driver exclusion letter has been sent back. If so, reach out to CWUW. If no, advise letter must be signed and sent back prior to reaching out to CWUW.

300

True or False: Princess has 2 British siblings

What is : True

400

If reinstating a policy and a internet block is showing in TABS. Would you set a billing diary or reach out to billing chat?

What is set a Billing Diary

400

If NI is requesting to add a vehicle that is registered to them and a non-resident or non-relative and change would result in more than one vehicle on the policy we would?

What is: Decline to add/replace the vehicle PRC54392, Document comments w/ vehicle details and ineligible reason, Terminate the change and Send appropriate decline letter.

400

If insured request to cancel a policy and did not insure with another carrier. Policy has been canceled less than 45 days ago. We would?

What is: Process a Manual reinstatement, review tabs and offer to take a payment but payment is not required.

400

If driver was added 26 days ago due to a UDI, NI calls and you have determined the driver can be removed due to not being an exposure, what would be the effective date?

What is: The day the driver was added

400

True or False: The Hartford has been in business for more than 200 yrs?

What is: True

500
When processing a mailing address change for Billing Only and an "Insured Mail To" address exists in TABS, address changes processed in Cafe will NOT update to the TABS account. True or False?

What is True

500

If NI resides in CA and adding a vehicle and requesting full coverage, "Validate Revived Title" message appears in cafe and vehicle is not yet registered. We would advise the insured what?

What is: Vehicle can be added w/ Liability ONLY and 

  • Copy of a Bill of Sale with the new title in insured's name or
  • Copy of a  Bill of Sale with the old title showing it is signed over to the Named Insured
    Note: If the vehicle is leased or financed, the insured must obtain a copy of their title from the lienholder/lessor.
500

If policy was cancelled and we agree to reinstate w/ a quote being due but a refund check has been issued that insured has not cashed and insured request refund to be applied for quote, we can?

What is: 

  • Set a TABS diary: "Diary to stop pay refund check & reapply to reinstmt. Insd w destroy check."
  • Advise the insured to void the check and destroy, it will be reapplied.
  • The reapplied refund check $ can be subtracted from the total reinstatement quote.
500

If NI requests to have his spouse removed from the policy due to no longer being able to drive for a permanent condition but still has a active license. What is your next step?

What is: Advised the NI that spouse must remain due to still having a active license and can be removed once license has been surrendered. PRC55316

Permanent conditions only apply if driver removed is not the spouse. Step 1 of the above IKE advises to continue to the next step

500

What is 9x9x9x9x9x9x9x9x9x9?

What is: Who knows I am a Insurance Professional. You get points for being brave and picking MISC 500!!!!

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