SURE
Where do you find policy docs (2 places)
Events Tab | Policy Details and Docs
Who shows up on the ID Card
Primary insured and any co-applicants
Where to find a VIN for a ballpark quote?
Pre-Bind & Quoting > Ball Park Quoting
Where do SURE escalations go?
To Camden Via Email.
Where do you go to see if you are able to take a day off?
WFM & Schedule > PTO & Days Off Calendar
how can you remove the Med pay from a SURE policy.
Re-write the policy in duck
What is the difference between, Primary, Occasional 1 and Occasional 2.
Primary use is the person who uses the car most often, Occasional 1 is for drivers who live in the home and use the car often. Occasional 2 is for drivers who live away from home but still want to be insured.
Where can you find team announcements ?
The Insurance Team >Team Announcements
Where do you go to see if a claim has been filed.
Claims Tracking Sheet 2.0
Where can you find the most up to date version of our QA sheet?
General > Quality Assurance > QA V5.2
Where can i see the points a driver has on the SURE policy?
DEC page
What email should be used when quoting a policy?
The email on the tesla account.
What is the 1 thing that should be on every escalation email?
A screenshot of the issue
Where to see an escalation in DUCK
Tasks Tab
Where do you store a UMPD rejection form for a SURE policy?
Claims > UMPD rejection
Where can you see if a policy has had any renewals
Policy Term Drop down.
What page can you see the last 4 of a card
Pay X or account settings in billing
What is the language for Autonomous Liability?
Tesla understands the risks and liability that comes with autonomous driving, which enables us to cover you in the best way possible.
What is the process for a COVID escalation?
All escalations are sent to baylie via email using the COVID template.
Where do you get the SR-22 template?
Issues & Escalations > Sr-22 template