Payroll
What number should be coded on the PCC entry?
Starting Payroll
46,879
Requested Payroll
87,500
Term Dates:
10/31/2022 to 10/31/2023
PT Eff date:
07/31/2023
87500
What is the cancellations car code?
C09
What is the include/exclude car code?
C22
What is the address change car code?
C40
Okay to process, yes or no? Include any final steps
MACHO MACHO LLC
Insured is: L
PT Dates:
EFF - 021355
RCVD - 021355
WRTN - 021355
Term Dates:
02/13/2055 to 02/13/2056
Request:
PLEASE CORRECT NAME TO MACHO NACHO LLC, AGENT OFFICE ERROR
What number should be coded on the CIE entry?
Starting Payroll
46,879
Requested Payroll
87,500
Term Dates:
10/31/2022 to 10/31/2023
PT Eff date:
07/31/2023
57115
True or False:
As long as it is not premium impacting, we are able to work Waiver of Sub cancellations.
True
Which two fields are always needed on a MSCH screen entry?
Group and Eff Date
Do we have authority to process name and entity changes?
No
Okay to process, yes or no? Include any final steps
THE GOOGLY GUPPY
Insured is: I
PT Dates:
EFF - 052319
RCVD - 051619
WRTN - 051619
Term Dates:
03/04/2019 to 03/04/2020
Request:
PLEASE CHANGE NAME FROM THE GOOGLY GUPPY TO THE GOOGLY GUPPY LLC
Do not have authority, route to UW
Which PDQ screens should we check when reviewing a payroll change PT request?
NAME, STAT
Okay to process, yes or no? Include any final steps
PT Dates:
EFF - 041223
RCVD - 042623
WRTN - 042623
Term Dates:
09/27/2022 to 09/27/2023
Request:
Please cancel this policy eff 04/12/23
Have authority to process, need WC Cancel Reason macro.
True or False:
All include/exclude changes need to be sent to Typing on day 2
True
True or False:
If we are processing a location change only, we do not need a NAME screen.
False
True or False:
An SMS and PCC can be coded on the same day.
True - no eff date needed on PCC
It is not required to code "0 0 99" when changing a payroll line, only when adding.
True
Which state MUST have written notification from the policyholder in order to cancel?
Louisiana
If we receive a PT which has UW notes expressing approval, but we do not see a form in Seit, should we process the PT?
Yes
What is an MIE transaction code used for?
Used for an increase/decrease endorsement when an amended dec page and premium notice does not produce. Premium must be entered. A – (negative) sign in front of decrease premium.
Which PDQ screens should we check for a liability change PT request?
NAME, STAT, HIST
If a payroll change comes in for a policy which has already renewed, should we make a PCC entry?
No, update renewed term with a CIE entry.
Okay to process, yes or no? Include any final steps
PT Dates:
EFF - 112122
RCVD - 010623
WRTN - 010623
Term Dates:
03/17/2022 to 03/17/2023
Request:
SOLD BUSINESS
Do not have authority -
backdating >30 days from written date
need documentation
Run CDOC macro and/or route to UW for approval.
Which two OGs can be used for include/exclude entry reference?
OG 105 20 19 pg 18-21
OG 105 20 26
How would we code a $500 medical deductible change?
MEDDED,0000500
Okay to process, yes or no? Include any final steps
PT Dates:
EFF - 021112
RCVD - 021312
WRTN - 021312
Term Dates:
01/01/2012 to 01/01/2013
Request:
Please increase coverage to 1,000,000
UW Note:
Okay to increase eff 01/01/12
Yes, c22