Drivers
When did we last run an MVR for the drivers on this policy? Were they clean (no incidents) or Dirty (incidents)? 609010250 203 1
JERRY -021822 Dirty (activity) License Cancellation - ID Card Issuance
Dianne- 021822 Clean (clear)
What does this change mean on policy 6100556132031? " 08/26/22 1-SHOT "
Behind the scenes transaction that updates policy data so future transactions will rate properly, generally due to a Recovery•No paper or premium results from this transaction alone
993404588 203 1- When did this policy first start with Travelers?
12/2010
How many cars or trucks does this policy have? 610492568 222 1
5 vehicles and one camper trailer
What underlying coverage do you need to have in order to have collision coverage?
Comprehensive.
When did Carla last take the defensive driver course?
613270089 2031
12/03/2022
A customer in PA wants to change her PIP from Full TORT to Limited TORT. Do I need anything from the customer to make this change?
Yes, You need a signed TORT selection form from the customer PRIOR to changing the coverage. Email or mail the form to the customer and have them return to Piservice to process the change.
6124209852031- The Customer needs an FS-1, what procedure do I use?
Business Center - Service > PROCEDURES > STATE SPECIFIC - RETAIL > NORTH CAROLINA > NC-ProofOfLiabilityCoverage-FS1-FS4-Auto.htm
Does vehicle 6 have liability coverage under this policy? 610492568 222 1
no, because coverage would extend from the vehicle towing it as it is a trailer.
610055613 203 1 - What are the comp and collision deductibles on this policy?
COLL 2500 COMP 2500 on both cars
6111859732031- Does this customer have an In State or Out of state DL?
OOS- MD license on OH policy.
6018630452031- The customer just added a new 2023 vehicle on 01/29/23. Does he need to complete a Carco inspection for it?
No, as he has been continuously insured with us 2+ years. Original start date 02/2012
What is the paid in full discount % for this policy? are they getting the discount? 610492568 222 1
9%, no.
6058123912031 -Who is the loan thru for the 2021 Audi?
AUDI FINANCIAL
Does this customer have the responsible driver plan? 601863045-203-1
yes, ACCFRG on the ai31. (Package does not include Minor Violation Forgiveness in NY )
609441808 203 1- Does the NI have any tickets or accidents?
yes, speeding 05/12/14. Not rated as 103 months old.
What was the change on 11/28/22? 993038143 203 1
04 Add vehicle, 03 Lienholder / Additional Insured has been added, 16 Change Use Class - 45 Lien Holder / Additional Insured has been changed
How many incidents does Larry have on his record and what kind are they? 610492568 222 1
4--- 3 AF accidents and 1 NAF/UM paid claim being used in rating.
What procedure should I follow if I am adding a new 2023 model vehicle that the vin doesn't pull the car details thru in CDE?
Current document:
Business Center - Service > PROCEDURES > ISR > AUTO SPECIFIC > Vehicles Page > VIN - System Unable To Identify / Derive-----------------------
Link from the Vehicle addition procedure under Vehicle page
6058123912031- Why type of collision coverage does this customer have? ACV or Replacement cost?
RPREPL- Replacement cost/ New car replacement coverage
988974953 101 1 Does this customer have any tickets or accidents rated on the policy?
No. (Comp claim was prior to travelers in 2009 and not rated)
609010250 2031 What was the change on 10/20/22?
Delete vehicle, policy level discount removed) bonus, which one using TPX only? (Deleted 2008 KIA SPORTAGE and multicar discount removed, 2nd vehicle is a camper trailer)
6039082752031- Find at least two discounts that the customer doesn't currently have that may significantly reduce the premium for this customer.
DDC- RP $225 for both
EFT- RP $112 + $48/yr sc= $160
PIF RP $145
How will a motorhome, camper trailer and Utility trailer be abbreviated/ listed on the inquiry screen vehicles page?
AH- Auto Home
CT- Camper Trailer
UT- Utility trailer
608350594 203 1- Can we send ID cards for the 1990 MAZDA MIATA? why or why not?
No, because there is no liability on that car and ID cards are proof of liability.