All Things Standard work
Applications/PTs
Applications/PTs
When working (APPLICATIONS),this is the correct process when submitting questions to TR.
What is DEIA note(“Q&A sent to TR") and pend 2 day personal pend.
When Working Applications this signon handles "Does not appear to Qualify"
What is -Zun
This valid Signature type is most popular amongst selection/rejection.
What is Docusign
Review these type of requirements and review applicable documents for accuracy and completeness (for example are signatures included if needed, do you need to request sel/rej docs?
You would send a Manual Movement of Accident Free Discount to this Sign on?
??UA
What is the next step if the selection rejection form is missing required information?
What is to send the state specific follow-up letter, and set a 31 pend.
Processor links, merges and determines application type to be other than a Raw New/Added Auto application. What is your next step?
1. Enter DEIA note: “Please work: ,linking complete, not worked to completion”
2. Route to appropriate area. NOTE-If AA, route to RN/AA Processor Role
If Limits submitted Exceed $1 million liability we would route to this sign on
#RUN
What is the last step of the follow-up process if the Selection Rejection form is not received?
What is to reissue the policy with the correct coverage.
What job aid is referenced in standard work when policy status is 05, 26 or inactive and before reinstate app date?
Past Due Without Payment Job Aid
IF Application is received in the Raw New Processor template, but you determine it is Added Car and there is an ADV message indicating DNQ you would route to this sign on.
*#DE
What three things must you check before sending a Selection Rejection form.
What is,
1. check F10 screen
2. check household notes
3. check for any existing 31 pends
What steps are required when reissuing for selection rejection and there's a blocked date?
1. Review household information, if applicable
2. Utilize macro to send reissue letter and change effective date to correct date of reissue
3. Enter policy note: “Please work reissue, date blocked”
4. Manually build reissue transaction on Host 2
5. Route transaction using job aid with message “see PN” 1. Clear queue, process complete
If you receive the following message "App appears to still be within looksee period." you would route it to this sign on.
-ZDE
What resource do you use to verify acceptable signatures ?
What is eSignature/DocuSign Job Aid.