Who Ya Gunna Call?
Customer needs to pay their Liberty Mutual bill.
Who is Liberty Mutual?
This set of guidelines will walk us through creating documents for certificate of insurance, loss policy releases and statement of no loss.
What are the Adobe Procedure Guidelines?
This is the final step our our servicing call flow guidelines.
What is call wrap up?
This is the one document we create in adobe that we do not sign.
What is a Statement Of No Loss?
Name one of the two pieces of information we need for a COI before hanging up with customer?
What are if a cert holder is needed and the email to send it to?
Customer needs to reinstate an Amtrust policy. She needs to approve this.
Who is Ashley Moody or the listed UW Assistant?
This link on the guidelines main page will provide me with a definition of most insurance terms I may need.
What is the glossary?
Within our service flow guidelines, this will help us verify the caller is authorized to receive account information.
What is security verification?
COIs live in this folder within Adobe after we complete them.
What is the completed folder?
Customer states "I need a copy of my policy". They most likely need this?
What is a certificate of insurance?
Customer would like to file a claim.
What is the carrier?
This is the activity code used in EPIC to document a cancellation request.
What is FCAN?
For service calls, there are this many Note Standard options?
What are two?
Who is the approving underwriter?
I need to add property coverage to my COI. I most likely mean this?
What is show BPP on COI?
Who is SRT?
This is the first thing I should verify when a NI says they need to reinstate a policy.
What is verify the policy is cancelled on the carrier site?
T or F. The spouse of a NI is an approved representative to security verfication purposes.
What is true?
Who is the business owner?
I need these two pieces of information to complete a Loss Policy Release before hanging up with customer.
What are the date for cancellation and the reason?
Customer has been sent to us from carrier after having a claimed denied. Carrier states we did not provide correct coverage at bind.
What is the claims inquiry board?
The Amtrust officer state spreadsheet lives in this guideline.
What is the carrier specific Amtrust COI tab?
You can click this button on any page in the guidelines to return to the starting page.
What is Begin?
T or F. On a Loss Policy Release, I can list the reason as "Requested By Insured".
What is false?
Customer wants to add someone to their policy. They most likely need this.
What is a certificate of insurance with a certificate holder?