Requested Cancels
Non Payment
Cancel confirmations
Misc.
Lu Tang Day
100

who creates the LPR in Sagitta?

AE/AM

100

Is this a reinstatement notice or a Notice of Non payment cancellation due notice. 

reinstatement notice

100

Where do you file a confirmation of cancellation in ImageRight?

CANF

100

who is responsible for cancelling the policy on the company site?

PLN

100

what is the reason for cancellation?

Rewritten

200

Is the reason included a valid cancellation reason? 

No, it is not a valid cancellation reason

200

How many days prior to the SNC due date do we set our task to verify if paid and if not, call or email the client?

3 days  (If date falls on the weekend or Monday, move the date earlier than 3)

200

When the cancellation is downloaded, we need to compare the LPR and Sagitta for what?

the Cancellation Reason code matches

200

Is the below policy cancellation processed and downloaded?  

No, the policy has been updated in Sagitta by the AM it is rewritten to a new company, cancellation still needs to be downloaded.

200

Where do you look to see if it is a Pro-rata, Flat or Short rate cancellation?

On the signed LPR under Method of cancellation

300

Who processes the cancelaltions?

PLN

300

We do not need to send the AM an email in regards to SNC's.

False.  we send AM's emails to let them know an SNC has not been paid.

300

What report in our Helix daily email to we need to review for cancellation reason?

report 1

300

Where do you find the signed LPR in ImageRight?

BOR/LPR/2A

300

What does a Flat cancellation method mean?

Cancelled as of the effective date.

400

What is used in MA vs. other states to cancel an automobile policy?

PRR  Plate Return Receipt.  

400

We receive an SNC, after reviewing the company site we see the client has paid.  What do we update on the notice?

Paid on MM/DD, amount $0

400

In the Helix report what cancellation reasons are we looking for that need updating?

Insured Request

Blanks

Downloads

400

What do you do if there is no reason for the cancellation updated on the LPR?

leave Sagitta as is

400

What does a Pro-rata cancellation method mean?

Cancelled during the policy term

500

Where do you find the report to confirm the cancellation reasons are correct after download?

Morning Email - report 1  use Bookmark for cancels OR helix  - S&S reports - My download reports - choose dates then bookmark if set.

500

What is the letter we send if the policy cancels for Non Payment?

NP cancellation letter

500

Where do I find the cancellation reason on the signed LPR?

Under cancelation reasons - other - reason should be typed in

500

On an Agency billed policy, who updates Sagitta cancellation and invoice?

PLN/AC

500

Agency cancellation, who request a check refund if needed?

Email the AE/AM to  request

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