Branch that claims premium booked under associated producer codes
What is the Producing Branch
Your Underwriter receives a BOR letter for an account they will be adding to their book.
What is Request UA process BOR.
The underwriter requesting BOR processing.
Who is the Gaining Underwriter
D# or J# policy
What is Duck Creek
A copy of the signed dated Broker of Record document.
what is UW FILE
Properly licensed and appointed Individual in PAS system for producer code
Who is Licensed Producer Contact.
A BOR letter is not signed or dated, and is not on letterhead.
Current agent on policy prior to BOR change.
Who is the Losing Agent
FFP3.0
What is CSI Express
Letter stating insured is moving their policies to another agent
Who is the Losing Agent
Agent losing the account via BOR
Who is the Incumbent or Losing Agent
Policy currently has SPA as the servicing branch
What is Digital Policy, send to Digital Concierge inbox?
Processes Gaining and Losing letters in CUW for the CSI or Duck Creek based policiy.
Who is Gaining UA?
G# CODA policy
What is Offline
Request to update Genius for UW and Producer changes.
Where is ERMSupport or FinLinesProcessing inbox?
assigned code determines Producer Branch, where the premium is registered to
What is a Producer Code?
You've waited 10 days with no additional correspondence on the BOR change.
What is process system updates to reflect new Producer, UW and UA.
Underwriter on policy prior to BOR
Who is the Losing Underwriter
TCP D&O
BOR for an account with service branch SPA or SBZ
What is Digital or Renewal Underwriting Center.
Wholesale uw division of Chubb (generally writing non-admitted coverage forms)
What is Westchester
What is ask prior Wholesale UW for policy and file documents?
Appropriate party that signs a BOR letter.
Who is executive officer (such as CEO, CFO or Risk Management Officer).
AMP
what is Duck Creek
Questions from a CISA agent
Who is Chubb CISA contact