DE Role - OOS
True or False, you would process a TNC on one vehicle of a multicar vehicle?
False, route to #RPC to split. (except NC - LTNC/Delivery coverage)
What would cause a Blocked Date?
Working ECHO's out of order, prior PI Transaction, or a system automation
PI WITHIN 30 DAYS - VERIFY EFFECTIVE DATE
Make sure this PT/ECHO does not need to process as a REISS. Review prior changes on the F10.
PT - effective date is 06/29/21 - PI change
PMR - EFF DT 01/20/21
SS screen
07/20/21 01 status
01/20/21 24 status
Yes, route to #RPA - because date blocked with a PI change
Name the Reindeers missing... Rudolph, Prancer, Donner, Blitzen, Cupid, Dasher, Vixen,
Dasher and Comet
Who would you route - Blocked effective date on a Non-PI transaction?
What is Route to #RPC (exception - Cancelation suspension cause by blocked PI date goes to #RPA)
Blocked an effective date on a PI transaction would be routed to ...?
What is #RPA
Future Dated or Pend Until 60 days Prior EffDT.
ER03G - Review your entry on the TDE screen, does the effective date mate the application effective date? Make any necessary correction.
PT - CANC effective date 08/24/21
PMR - EFFT DT 08/28/21
SS screen
08/28/18 01 status
Yes - Route to #RPA any requested changes before 08/28/21 are blocked by a policy issuance change which can be seen in the EFFT DT fiend on the PMR
What holidays are in the month of December (name 3 of the 4 for the points).
What is Christmas, Hanukkah, Kwanzaa, and Boxing Day (also known as St. Stephens Day)
ST/ST Correction Requests – Agent remarks indicate policy should have been a ST/ST transfer but policy was written as Raw New or Added Car Application (FRED files) - Worked, Routed or F24?
Routed to ??UA
How would you identify a block term?
a 24 status is a blocked term or system message
EFF DATE AND PURCHASE DATE DIFFER
A coverage change is received with the vehicle change, and the effective date and the purchase date do not match. For manual entry procedures: • See PG 140-N07, Newly Acquired Car Processing. (VA - state specific - PG 946-N03)
PI - effective 11/01/21
TERM DT - 05/17/21 REIN DT - 11/17/21
18 status - Cancel for Non-Payment
(if no payment in locate) PEND sent the A-812 for payment. Past Due Payment Job Aid
What is the most popular tree topper for Christmas?
VIN - No response to an A-1423 Memo for Invalid VIN - Worked, Routed, or F24?
Routed to #RUN
Blocked date on a LH/Lessor - Work, route, or F24?
Work - use the effective date blocked or TOOF section on the Job Aid.
RATE EXPOSURE CHANGE FOR (FIRST NAME) IS REQUIRED
Change the rate exposure, based on information from the PT. Review S, T, Q, and Z coverages for changes (does not apply to MA, AB, NB, and ON). Notify agent if making changes. If the driver is the principal operator of any household vehicles see PG 320-P04-17 – Policy Transactions - Automated-Driver Changes (statefarm.org)>page 28 (Hierarchy chart)
PI - effective 08/15/21
PMR / SS F5 - 08 status
TERM DATE: 08/19/21 REIN DATE: 08/21/21
Route to #RPA, The effective date was prior to the termination date of the TOOF, a route would be required.
What is Santa's Address?
123 Elf Road, North Pole 88888
Business lines
Routed to #UDE
on an 08 status, where would you look to find your available date?
Captured date prior to 08 billing date, determine if force Cal is required.
PG 460-D06 topic 2. Evaluate if the Odometer was capture prior to the renewal.
PI change - effective 06/02/21
PMR / SS F5 - 08 status
Term Date: 05/20/21 REIN DT: 06/18/21
OK to Process, effective the REINSTATE DATE 06/18/21. it is ok to change the effective date to match the TOOF reinstatement date.
What is the twelfth date of Christmas? (not the song)
January 6, The Epiphany (also the start of Mardi Gras from 1/6 - 3/1) **Double points if you can Name someone on this call that was born on that day!