Citizens Who?
Are you able to make any endorsements on a Citizen Policy or do you have to wait for renewal to make changes?
Yes August 1, 2023 rule changed to endorsements. You can now do an endorsement if it is one of the following rules:
Primary Email Address, Secondary Email Address, Home Phone, Mobile Phone, Work Phone, Primary Phone, Fax, Mailing Address (only when the dwelling use is not Primary), Type 1-6 Mortgagee updates to mortgagee (Dwelling screen, under Additional Interests)
Mrs. Smith calls in where do you document the converstaion?
File Note Tab
Where do find Accord Application?
1. Go to clients file
2. Click on Policy number
3. Click on E-Forms- applications - new
In ImageRight Applications will allow you look at an review pdf/document on your desktop
Name 5 items minimum needed to quote?
1. Proper Name on the Deed of the home
2. DOB
3. Address
4. update items: roof, H2O Heater,
5. What does the client want to list the house at?
What is the age limit on a roof for Citizens?
There is not one. Remaining Useful Life: Risks that do not meet the roof replacement eligibility requirements may be eligible for coverage by submitting acceptable documentation verifying the roof has remaining useful life. The eligible minimum will be updated from three years remaining useful life to five years remaining useful life on roofs that exceed the maximum age.
You are searching for a document within a file on ImageRight. You can not find it. What is one way to search for most recent file?
Chronological View
Where are two spots to retrieve form letters?
Upper Right hand corner on AMS360 or by clicking on Policy number/Form Letters
How do you check wind pool for a property?
Citizens Wind Pool
When does 30 day wait period apply?
When the client currently does not have any coverage.
You want to know the past 10 clients you were working on in ImageRight. How do you look at the list?
Recent Files
What are the two places Electronic Delivery should be added or maintained?
1. under contacts- e delivery accepted
2. under customers name e-delivery accepted
Do you need an elevation certificate when quoting flood?
No but......Under Risk Rating 2.0: Equity in Action, an EC will no longer be required to purchase coverage. Instead, FEMA will use its tools and resources to determine the first-floor height of a building as one of the factors used when calculating rates. However, a property owner may choose to provide an EC and submit it to their agent to determine if it will lower their insurance costs. ECs will continue to be used for floodplain management building requirements, which can affect eligibility for Community Rating System discounts.
Can an agent submit the Citizens Four-Point Inspection form to meet the roof condition requirements?
Yes, the Four-Point Inspection Form can be submitted in lieu of the Roof Inspection Form (RCF-1) if photos of each side of the roof are provided, and a verifiable, Florida-licensed professional has signed and dated the form.
How do you reach ImageRight through AMS360?
Orange button which says 360 button on the top of right
What do you need for AOR's
1. signed Agent of Record and a copy of current Declaration Page
2. A signed Accord Form once the new policy has downloaded
What do you need when quoting a new vehicle?
1. VIN
2. Agreed Value
3. Coverage amount
4. Year, make, model
Does personal property need to be included in a policy for Citizens?
NO- Rule Change. Effective as of May 31, 2023, Citizens has revised Rule 400-B-Coverage C Options to allow personal property to be excluded at any time (including midterm), which will provide policyholders greater flexibility with coverage choices.
Note: Coverage C can only be readded at renewal.
How do you look up a client?
Very First blue button on the bar. Last name,