Personal Auto & Umbrella
We can backdate adding a driver beyond 30 days if the insured shows proof of moving into the household.
False
How do you update a mortgage?
Remove the existing mortgage and add a new.
What system is used to resent downloads?
Ivans
What does "liability only" mean?
The vehicle should not have comprehensive or collision coverage
If the insured did not close on the home what do you need to cancel the policy flat?
Signed cancellation form that states the home was not purchased.
How long to upload a change in Agent Site?
Overnight, unless referred to UW.
Do we send policy e-docs via downloads?
No
How do you correct a VIN number on a vehicle?
Add a "new vehicle" using the correct VIN and copy the coverages, then delete the vehicle with the incorrect VIN
Can you change the offerings on a home product?
You can go up in offerings but not down.
Where do you upload documents for legacy endorsements (think cancellations)?
Agent would hold onto the forms, or email them to the state processing team.
How can an agent request an i-Load?
The download form of if they contact us we can send a ticket to Level 2.
How do you make a vehicle "comp" only?
On the vehicle screen, select the vehicle and check the box for "Comp Only"
When can you change the location address?
If it is an HO4 or a typo.
Can you process changes to Dwelling Fires or Umbrella policy on the legacy platform?
No, changes to those must be emailed into the state processing team.
We send via PC or Mainframe unless connect commercial or farm, then Level 2.
How do you transfer the telematics discount when replacing a vehicle?
Select the radio box for the vehicle and then click "replace vehicle" to begin the transfer
How should the Replacement Cost be updated?
Agent would start a policy change and edit the RCE. If internal we need to agent to go through the standalone and provide a copy before we update.
How do you edit commercial policies in legacy?
Customer Service and agents cannot, the requests must go into the state processing team for commercial.
Where in PC do you check if the agency is set up for downloads?
PC>Administration>CSR Utilities>AMS Management