Random 1
If restricted rate is present or the customer is asking to restrict a driver rate
Transfer to Licensed Service via the appropriate VDN.
This is how many probing questions there are for you when adding a car.
up to 6
The customer's mortgagee is calling. How can you help them?
Mortgagee/Lienholder Calls
Solution ID190311164235925
This is the Department you will assign a task to for a request for Historical Dec Page
Create a Follow Up assigned to Fulfillment.
States you cannot add a car in.
CA, FL, MA, MI, NJ policies: Transfer to Licensed Service via the appropriate VDN
What can I do as an UNLIC rep?
Service (Unlicensed) Call Handling Reference Document (CHRD)
Solution ID190308121133849
Name 3 types of policies that are not eligible for myaccount
Commercial Auto, Motorclub, Flood, Earthquake, Life, Annuity, SPP, Any Policy in the name of a Business or Organization
These are the policy status you can make changes in.
is that type of policy managed at the CCC? ie Motorclub
CCC Supported/Non-Supported Lines
This is what you will do when the customer is listed as Deceased in 1View in error, they must be referred to the agent for correction
Warm transfer the customer to the AOR (agent of record) for correction
How far back a LOE go back if there is no special exceptions
Previous 5 years insured with Allstate
Customer is calling in because they need a copy of their Dec page.
Documentation Requests
This is the agent number you are going to use when you try to process an endorsement but the agent number of record is reflecting "terminated"
enter 609000 in Doing Work For and process the endorsement.
This how the time frame in which you have to resend ID cards to a dealership that states they did not arrive. (Customer is not on the line now but gave permission earlier that day)
Within the same day
Pega is not working and I need to make notes on my add a car call
Guidelines for Notes in 1View
Solution ID190521195326754