Auto
Property
Misc
Procedures
100

Coverage that helps pay for injuries you cause to another person in an accident. 

What is Bodily injury 

100

This coverage helps pay the extra cost to rebuild or repair your home to meet current building codes after a covered loss.

What is Building Codes Coverage

100

This coverage protects custom equipment or upgrades added to your boat.

What is Custom Equipment Coverage?

100

Google Review + Saves

Google review- 5 stars email copy of review to Lisa 

Saves- Email Lisa customer First & last name, number & brief description  of save  

200

This coverage helps pay your medical bills if you’re injured in an accident, regardless of fault.

What is a medical payment 

200

This coverage protects detached structures like sheds and fences.

What is Coverage B- Other Structures 

200

Helps pay your share of any loss or special assessments charged by your condo association to all condo unit owners 

What is loss assessment coverage 

200

Customer calls in to cancel - 1st term 

Try to save- Notify writing agent- set follow up- note EA-SSPD auto draft- req CX in writing- upload written req- process CX- note EA- follow up to make sure it processes- Ask for the WB 

300

This coverage helps pay for damage to your car or property if you’re hit by a driver with no insurance

What is Uninsured Motorist Property Damage?

300

This coverage helps pay for hotel or food expenses if your home is uninhabitable after a covered loss

What is Coverage D- Loss of Use (ALE) 

300

Provides protection over your auto and property policies.

What is Personal Umbrella policy additional (excess) liability coverage?

300

Death of insured- no surviving spouse 

If legal EOE, collect paperwork and note file. If not, ask who is handling the policies (record contact in EA). Upload obituary/death certificate, submit policies for non-renewal, note in EA, and create a 30-day pre-renewal todo to confirm non-renewal code.

400

Covers the cost of damage you cause to someone else’s property in an accident. 

What is property damage 

400

This coverage pays to replace personal belongings like furniture or clothing.

What is Coverage C- Personal property 

400

This discount may apply if you’ve completed an approved riding safety course.

What is a Motorcycle Safety Course Discount?

400

 What to do when you receive 1st Unacceptable inspection notice - 

check Myriad & inspection email- Note EA- Create todo- call insured go over inspection- opt into hearsay- (if you don't reach follow up in 1-2 days) Continue to reach out phone, text, email til completion

500

Theft, fire, vandalism, contact with an animal, and falling objects are covered under which type of coverage?

What is Comprehensive coverage 

500

This part of a homeowners policy covers the physical structure of your home.

What is Coverage A- Dwelling 

500

Covers the portion of your condo unit for which you would be responsible.

What is Building property protection? 

500
  • SIU (Special Investigations Unit)
  • Errors & Omissions
  • Customer Resolution
  • Customer Complaint Department

STOP!!!!!!!!!!!!!!!!!!!!!!!!!GET TO LISA ASAP- if not available: take a message- get Agents name & number- customer info (name, policy/claim) 

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