Policy Management System
What screen in PMS is the general notes area on a policy?
PUCM
True or False: There are limits to how much an insurance company will pay in claims for a policy on a policy.
True: These are our Employers Liability Limits
Erie Insurance was founded in what year?
April 20th, 1925
Name the three Issue codes.
N = New Business
R = Renewal
M = Manual
What reason code will you use to update a mailing address?
CMA
Which screen can you find the officer exclusion/inclusion?
F4
What is the name of the credit or debit approved by underwiriting?
Scheduled Rating Factor - 9887 or 9889
Who is the CEO of Erie Insurance?
Tim Necastro
True or False: an insured can have a mailing address outside of Erie's footprint?
True
Policy holders cannot work in states not in Erie's footprint. They are required to carry a separate WC policy in those out of footprint state
What is the Underwriting Code to cancel a policy?
NN539
True or False: You can determine if a policy is middle market on the PIWR screen?
False, this comment is on the F6 screen as a PC comment
who or what issues an experience modification or merit rating?
State bureaus. PCRB, NCCI, NYCIRB, WCRB, NCRB.
Select all that apply. Which of these states does Erie Insurance write workers comp policies?
A) Pennsylvania B) South Carolina C) North Carolina
D) Wisconsin E) Ohio
A - PA
C - NC
D - WI
What is LX and what screen(s) can it be found
LX = Long named insured and is entered on the f4 and the WE screen
True or False: you must enter an RA comment if you use reason code MC
True
What screen can you find dec pages? Which of these will you not find on a dec?
A) agency B) class codes C) Rating Tier D) Premium Discount % E) State of Operation
PICU screen
D - Premium Discount %
What is 3A?
The state in which the insured is performing business.
How much Commercial Premium does Erie Insurance have on the books?
over 2 billion in commercial premium
Name the 3 most common entities on a WC policy and what screen it can be found.
Individual
Limited Liability Company
Corporation
PIWR
True or False - Does a processor need to review claims when an agent requests to increase limits?
What screen can you find claims?
True - if pending claims ask UW if okay to increase the limits.
PUUR
Look up policy Q89 5101679. Identify if a waiver of subrogation is on policy. If yes, identify all screens the waiver is on.
f6 - PC comment
F4 - MI 313
WE screen - Sequence 57, 0930, 000313
Explain what an Expense Constant is?
A fee Erie charges to perform basic functions of a policy. For example: this charge is used to audit the policy?
Name all states Erie writes in.
PA, NY, MD, DC, WV, VA, NC, TN, KY, OH, IN, IL, WI.
What is the billing codes for a Paysense Policy?
What is the email to contact the paysense team whenever an endorsement is processed in PMS on a paysense policy?
D 1 for Full Payment.
ERIEPaySense <ERIEPaySense@ERieInsurance.com>
What needs to be done when a change happens on a multi-entity policy in NY and VA?
Processor needs to go into NCCI to enter the changes with the entity t happened on.