Enter Title

Using RA

100

This is the RA page we will use to help the customer open an email that we sent to them.

What is "Opening a SecurEmail"?

200

This is the RA page that you will use to help send an email to a customer

What is "Sending a SecurEmail"?

300

This is the RA page you will use when a customer gets a letter of suspension in the mail

What is "I need you to send proof of insurance to DMV/Electronic Filing Request (Evolve Loop)"?

400

This is the RA page you will use when a customer requests a copy of their SR22

What is "Service (Unlicensed) Certificate of Financial Responsibility Filing Requests (SR22/SR26/FR44/FR46)"?

500

This is the RA page you would use to send ID cards in Hawaii

What is "Mail ID cards - state HI"?

How we send it

100

This is the RA we use to assist a customer with ID cards on a web bound policy

What is "Proof of insurance for policy purchased online"?

200

This is the method we use to send a LOE

What is "follow-up activity assigned to CCC Support"?

300

This is how we will send a Historical Dec Page

What is "Create a Follow Up assigned to Fulfillment"?

400

This is the program we will use to send a Statement of Account.

What is IPS Billing Utilities?

500

This are the 3 locations that you can find a copy of a bill to send to a customer

What is Customer Documents Portlet in 1View, Policy View and IPS?

What is in it

100

This document contains:

• Vehicle and Operator information (auto)      
• Deductibles
• Policy coverage(s)
• Limits of liability
• Policy period information
• Lienholder, interested party information, or mortgagee
• Rating Information (Property)

What is a Dec Page or New business Application?

200

This document contains:

• Previous 5 years insured with Allstate.
• Lapses in coverage during the previous 5 years customer was insured with Allstate. 
• Claim history, including claim dates, operator name, fault (if listed) and description of claims. 
  • Claim history will include the most recent 5 years

What is a LOE (Letter of Experience)?

300

This document provides a general overview of policy features based on the product line and company, including coverage descriptions, as well as detailed terms and conditions of policies in that company.

What is a policy Jacket?

400

This is a status listing of all credits and charges to the account including the reasons for them.

What is a statement of account?

500

This is a document that can be provided to a lienholder which includes the name of the insured, property address, coverage detail, policy period, and mortgagee information.  If multiple mortgagees are listed on the policy, all will be included.

What is Evidence of Insurance?