Systems
A caller has faxed a copy of their prior insurance policy to 800-556-0014, and would like to know how long it will take for someone to review it.
What is Systems -> PCV -> Progressive Content Viewer (PCV)
Reminders Tab
A customer would like to know if we can send a COI to a company they are collaborating with in Canada
What is Documents and Forms -> Certificate of Insurance -> Certificate of Insurance (COI) Guidelines
Underwriting Requirements
A caller requests to cancel their policy effective 1 week ago
What is Cancels and Reinstates -> Insured Request To Cancel -> Cancel / Cancel Binding
Underwriting requirements
An agent request to discuss new payment plan options for their insured
What is Billing -> Bill Plans -> Bill Plan Change
Bonus: Bill Plan tool
An agent wants to know how they can change the insured's bill plan in FAO
What is Systems -> FAO -> For Agents Only (FAO)
Underwriting Requirements
An agent asks if they can have a receipt for a payment you've just processed for them.
What is Documents and Forms -> Other -> Payment Receipts
Underwriting Requirements
A caller requests to remove liability from a Florida policy, and only list physical damage coverages
What is FL State Specifics and Coverages -> Liability -> Bodily Injury Property Damage (BIPD) Liability (How Tab)
or Coverages -> Physical Damage -> Seasonal Coverage
An insured request to schedule a payment to be collected in 3 days without having to set up EFT.
What is Billing -> Payments -> Future Scheduled Payment
Underwriting Requirements
You received this error in Work Flow Controller when trying to process an endorsement:
Transaction Effective Date Cannot Be Less Than The Latest Change Date __/__/__
What is Systems -> WFC -> ProRater Warning/Error Solutions
How Tab
A caller requests to receive a document that displays all payments made during the previous year, for tax purposes.
What is Documents and Forms -> Other -> Audit/Payment History
Underwriting requirements
During the VSONL, an insured states that their vehicle has been damaged after the cancel effective date.
What is Cancels and Reinstates -> Reinstate -> Reinstate
Scripting
An insured requests to extend their payment due date
What is Billing -> Payments -> Due Date Change
Underwriting requirements
A customer asks if they have to call us to change the EFT information we have listed on their policy, or if they can just do it online.
What is Systems -> OLS -> Online Services (OLS)
Underwriting Requirements
You've confirmed that you've submitted a NY ID card request for an insured and they ask how long it will take to receive it.
What is Documents and Forms -> Id Card -> New York ID Cards
How Tab
While deleting a driver from their policy, the insured states that the driver may occasionally drive one of the listed vehicles.
What is Driver -> Rating Specifics -> Driver Information - Rating & Endorsements
How Tab
An insured would like to know if it is ok to pay half of their bill a week before the due date
What is Billing -> Payments -> Late or Partial Payments
Underwriting requirements
An agent tells you that they keep receiving an error while trying to process and endorsement on a policy that they'd previously made changes for earlier in the day.
What is Systems -> FAO -> For Agents Only (FAO)
Underwriting Requirements
An AI listed on a policy requests to have their directors, officers, and employees listed on a COI
What is Special Verbiage for Certificate of Insurance (COI)
A customer calls requesting to update their garaging address from Florida to Georgia
What is Business Rating -> Rating Specifics -> Mailing and Garaging Address (How Tab) or Business Rating -> Rating Specifics -> Insured Moved Out of State (Underwriting requirements)
An insured states they were expecting a refund for their cancelled policy they cancelled yesterday, and would like to know when they will receive it.
What is Billing -> Refunds/Reimbursements -> Refund by Payment Type