Accounts
Best Practice
Special Instructions
Brokers
Opportunity
100

One of the biggest retail stores in the world

What is Walmart

100

Ines says to " Wear it" everyday

What is your Sales Hat

100

Copy in Mary Ann Morgan

Who is Sedgwick 

100

Never ask her for ANYTHING

Who is Jennifer Williams 

100

Where are emails,phone calls, notes are stored

what is the timeline

200

When you pack on a few extra pounds

What is Chubb

200

Don't fall behind on them

What is Next Action Due Date

200

Obtain the oversight director

Who is Chubb

200

A book of maps or charts

Who is Atlas settlements

200

The tab where the Set up fee lives

What is the Detail Tab
300

I am one of the highest mountains 

Everest Insurance

300

Missing social security number?

What is make a phone call to obtain

300

Bulk rate at $700

Who is Liberty Mutual

300

Sounds like they would have a Pinball machine at this office

Who is ARCAD-IA

300

Number of incoming and outgoing emails data

What is the Metric Tab

400

Just signed a new contract with 3000 settlement a year

What is State Insurance fund of California 

400

Confused on how to handle a specific account?

What are Special instructions

400

Unresponsive adjuster? Approved to reach out to their supervisor which should be listed in Juris.

Who is Lowes

400

"  if you liked it then you should have put a ring on it "- Beyonce

Who is RING-ler

400

I could search on this tab to see if a check came in

What is the Account Receivable Tab

500

Delivers my packages on time and the most amount of checks

What is UPS

500

No total fund amount?

What is request an MSA or CMS

500

Ask Adj if they have permission from AA/IW to share the MSA. If not, we cannot get the MSA.

Who is State Farm

500
Went off to do their own Professional Adminstration

Who is Chronovo

500

I can find the Proposed Settlement Date on this tab

What is the CMS Determination Tab

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