Where can I go?
Tell Me Your(PH) name?
I Put Claim(s) to That
Let's stick to the Fax(Docs)
Can I get your number?
100

Agent calls, needing to check the status of a change submitted, I can access this tracker, along with the agent, to provide an estimated review date 

What is the Agent Status Tracker?

100

3523458-04

Who is Brenda Jeans?

100

You would direct Claims here if they need a copy of an Underwriting Document, such as Sel/Rej or Certified Policy Copies, and NO Formal Request has been made

What is Underwriting Document Request Form?

100

Insured needs a reprint of destroyed Policy Booklet, no Print 3.

What is advise the agent to submit a PT request?

100

Charles Dickens

AZ

2019 Ford

1583852-D02-03B

200

You utilize this screen to see if there are any pending changes that are in queue to be worked, open, or closed and ready to process.

What is the Locate Screen

200

0107565F1437J


Who is 

RICHARDS, SHARON


200

Claim has occurred, app date on PT is prior to the date of loss, no blocked date.

What is reassign case to  PLCC-Q1Dallas-ASL?

200

Agent requesting policy documents NOT related to a claim, should advise them to check this resource first.

What is the Customer Document Center (CDC)?

200

Earl Standing

UT

2014 Ford

U045666-D07-44M

300

You utilize this screen(s) to locate and verify Time-Out-Of-Force (TOOF)

What is F5 and/or F6?

300

185L151842

Who is 

CORLEY, ERIN


300

Claims requesting Underwriting Document, formal request has been made through Und Doc Req, not showing uploaded on ECS, been more than 14 days.

What is reassign the case to PM-AUTO-UDT? 

300

Agent requests that a letter not be sent out to the policyholder.

What is advise them we are not able to stop letters from being mailed?

300

Fresh Air Flow Inc

NJ

2013 Chevrolet

1283077-C19-30E

400

Agent calls, stating they keep getting BOD alerts for documents that have been sent in. Documents have been verified. Document pend needs to be removed

 What is the DOC/Supporting Document Screen?

400

423050CZ89

Who is

ANDERSON, TERESA


400
Claims needing document in regards to a court case or Dept of Insurance Response, response must be needed within how many days? before you can reassign it to this workgroup?

(2 part answer)

What is within the next 7 business days and PM-AUTO-UDT?

400

Agent needs copy of renewal, not on Customer Document Center, not on F10/SeIT?

What is Reassign Case to PM-AUTO-USA?

400

J Romanus

T Russell

FL 

2016 Chevrolet

J835073-B17-59A

500

I use this screen to verify, add, edit or delete premium adjustments for a specific driver?

What is Client Historical Details/CHD?

500

1331C5V33


Who is? 

CRUZ, LISA


500

Claim has occurred, we advise we cannot process the change because of this particular scenario, and claims will need to submit this form for approval?

(2 part answer) 

When the app date is AFTER the date of loss, and Agency Commitment Form 

500

When an agent/team member doesn't know how to access the Customer Document Center.

What is refer them to Auto Answers > Billing and Payments > Payment and Bill History > Customer Document Center Tab?

500

909-262-4284

CA

2018 Dodge

(2 Part Answer)

Ashley Ruiz

6919500-A17-75

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