Home RI
Florida policies are not reinstatable?
They can be
Step 4
Check the notes it may be possible
Stop Pay requests can come from Insureds?
In the Overview
Only Agents
How many scripts must you read to the Agent before RI the policy?
Two
Step 11 and Step 19
We can do a money transfer from an umbrella policy to a renters policy?
Step 4
Acceptable between home, renters and umbrella.
An agent calls to update a mailing or location address for an HO4 how can we assist?
What is When to Provide the Endorsement Email.
Part of the Business Purpose as well as discussed in Step 3. This also includes what items are needed for the agent to send in.
What time frame should you provide agents/ insureds for credit card chargebacks?
Bonus, what about checking accounts?
What is Step 7 Chargebacks usually take 2-3 business days
Bonus: Step 5
If it is a ck account and less than 10 days we need to wait 10 days. Exception if the ACH chargeback is same day and prior to 3pm ET we can
A mother of the insured calls and is not listed on the policy. However, the email on the policy is their email. The mother is requesting a dec page can we send it to them?
Emailing a dec page
No, we would need to get them to the AOR or have the insured on the phone.
Step 1 is the caller and agent or the insured