Raw New Standard Work
The process when attempting to link clients and you receive "Link Failed. Ent Merge Reqd. Pnd 2 Business Days Then Rentr Link".
What is enter a DEIA note "Client Merge" and pending 2 business days to your sign on.
If you receive an app from Raw New, this must be addressed, if applicable.
What is RMC code?
When a 21 pend for business presents itself, this is the appropriate code for the questionnaire.
What is B?
There is a license type review and no new drivers in the HH in any state besides California.
What is clear queue, process complete?
This is where you would route 15 status and/or M records within 6 months.
What is #RUN?
It is important to review this on the TDE when there is S/Z coverage on the policy.
What is perform a name validation?
This should be addressed before the ADV messages.
What is system messages & agent remarks?
The process used when a 26 pend for no MVR is received and it has been one year or more from original date of license of driver.
What is order MVR with Y & clear case.
This job aid should be used when a policy is in a 26 or inactive status when working selection/rejection pends and follow-up.
What is Past Due Without Payment Job Aid?
A CWS is routed here if it is created to add MCD on a policy in the HH with a block date.
What is '??UA'?
Indicating reason routed and what has not been worked (include WTC or NWTC).
What is DEIA note?
The process when a dead policy is ineligible as a replaced number.
What is remove or update replaced number on TDE screens if applicable and address additional items in 3C above, if applicable & go to step 4?
The process if a discount doc pend presents, document is not on F10, not located on other household policies and discount not recently added.
What is clear queue, process complete?
This is the process when submitting Q&A to Learning Function or Team Resource.
What is 1) Add DEIA note: "Q&A sent to LF" or "Q&A sent to TR" 2) Pend for 2 days?
This is where you would send an application that has liabilities listed as '2M'.
What is #RUN for limits exceeding $1 million liability?
This is the process when an application is able to be worked to completion without any additional items needed, and there is an agent remark requesting a flat cancel.
What is to issue the policy and send an A-1602 to notify the agent a PT is needed to cancel?
I must do this when I'm presented with the ADV message "violation is ambiguous."
What is update violation and update RMC code?
This is the letter sent after an incomplete Sel/Rej form is received, no coverage change PT, and a coverage reissue was previously done and a PT is needed.
What is send A-MEMO to agent requesting PT to be submitted?
I would send this letter if document is not received and pend was for a 1094.
What is first customer letter?
When ADV presents a message "DOB does not match the MVR DOB" and the MVR shows a different name than the client (clearly a different person), you will route to this sign-on.
What is /RUN?
The process for when additional information is needed (reports not launching real time), there is not a related item that must be processed first, and the application cannot be issued.
What is pend case to -ZUA queue for 1 day for reports?
The process when there is no additional information needed but there is a related item that must be processed first.
What is pend case to *#UA for 5 days reason pnd related?
If no response is received for a pend regarding military deployment, this is the process that standard work calls for.
What is end Limited Access CHD adjustment (per state requirements), change driver to E exposure, use the current date as the effective date, and clear case?
We do this when a sel/rej doc pend is received and a PT is located on F10 where the form is not required?
What is F24?
This is where you should route Ontario/Alberta licenses.
What is do not route?