ECC Rules
TL Rules
QA Protocols
UW Consumer
New Claim Intake
100

Experienced in 5 minute increments.

What are ECC breaks.

100

The homes team Golden rule

What is don't embarrass us. 

100

The representative verified the policy or the claim number.

what is Identification 

100

notice is issued 15 days after the effective date of the new business policy.

What is a binder cancellation

100

must describe the loss, as this is what is captured on the ISO report

What is the first 5-7 Words

200

Time allowed for meals

What is 1 hour

200

Only way TL will know what is going on

What is communication 
200

The representative confirmed with the caller, if there were any additional questions or concerns before ending the call.

what is closing

200

With this option, the insured enters into a financing agreement with a 3rd party.

What is Premium Finance Option 

200
Instructions  given to caller from claim wizard when filing a new claim.


What is  Duties Following Loss 

300

5 minutes before your shift

What is time you log in
300

The drive and ability to assess a situation yourself first before reaching out

What is Initiative

300

The grade received if any of our internal documents are sent out.

What is an Auto-Fail

300

Issued 50 days before the renewal date

What is Renewal Offer 

300

Type of claim filed when insured receives an assessment from condo association

What is Loss Assessment 

400
Email used for lateness, callouts or requesting time off
What is ECC Attendance
400

Working, respecting and playing well as a group. 

What is team player
400
The proper way to Transfer a call

What is Warm Transfer

400

Timeframe for Refunds in all states except GA, IN, NH & NJ)

What is 15 business days 

400

Preferred vendors are offered at insured's request for these type of claims.

What is water damage claims

500

End of shift you must exit all windows first before going to the start window and selecting shut down.

What is Friday

500
Staying in the know, never missing an update.

What is Reading and acknowledging teams chat.

500

Only offered to insured when the green check is missing in atlas.

What is online web account 

500

Timeframe for Endorsements (including Wind Mit) 

What is 4 business days

500

Document we advise Attorney's OR public adjusters to upload once claim filed.

Letter of representation (LOR)

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