what's the definition?
What is next?
who is that
which system?
Where does it go?
100

Branch that claims premium booked under associated producer codes

What is the Producing Branch

100

Your Underwriter receives a BOR letter for an account they will be adding to their book.

What is Request UA process BOR.

100

The underwriter requesting BOR processing.

Who is the Gaining Underwriter

100

D# or J# policy 

What is Duck Creek

100

A copy of the signed dated Broker of Record document.

what is UW FILE

200

Properly licensed and appointed Individual in PAS system for producer code

Who is Licensed Producer Contact.

200

A BOR letter is not signed or dated, and is not on letterhead.

What is review with UW OR request updated BOR from gaining agent before processing.
200

Current agent on policy prior to BOR change.

Who is the Losing Agent

200

FFP3.0

What is CSI Express

200

Letter stating insured is moving their policies to another agent

Who is the Losing Agent

300

Agent losing the account via BOR

Who is the Incumbent or Losing Agent

300

Policy currently has  SPA as the servicing branch

What is Digital Policy, send to Digital Concierge inbox?


300

Processes Gaining and Losing letters in CUW for the CSI or Duck Creek based policiy.

Who is Gaining UA?

300

G# CODA policy

What is Offline

300

Request to update Genius for UW and Producer changes.

Where is ERMSupport or FinLinesProcessing inbox?

400

assigned code determines Producer Branch, where the premium is registered to

What is a Producer Code?

400

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.

400

Underwriter on policy prior to BOR

Who is the Losing Underwriter

400

TCP D&O

What are Duck Creek and CSI
400

BOR for an account with service branch SPA or SBZ

What is Digital or Renewal Underwriting Center.

500

Wholesale uw division of Chubb  (generally writing non-admitted coverage forms)

What is Westchester

500
UW File is empty for a Wholesale policy that BOR'd to your UW.

What is ask prior Wholesale UW for policy and file documents?

500

Appropriate party that signs a BOR letter.

Who is executive officer (such as CEO, CFO or Risk Management Officer).

500

AMP

what is Duck Creek

500

Questions from a CISA agent

Who is Chubb CISA contact 

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