LRS & PHOENIX
WHAT IS LRS?
WHAT IS...THE SYSTEM USED TO RECORD CLAIMS
WHAT STATES DO WE COVER?
WHAT IS...MD, VA, PA, TN (COMMERCIAL ONLY)
WHO WRITES THE ESTIMATE?
WHAT IS...THE APPRAISER!
WHAT IS THE FIRST NOTE IN YOUR FILE
PTO REQUESTS GO TO WHOM?
WHAT IS....LAURA
WHAT IS PHOENIX?
WHAT IS...THE SYSTEM USED TO ISSUE PAYMENTS.
WHAT TYPE OF DRIVER IS NOT PERMITTED TO USE THE INSURED VEHICLE AFTER THE INSURED SIGNS A PARTICULAR DOCUMENT WITH THEIR AGENT FOR A CHEAPER PREMIUM?
WHAT IS...AN EXCLUDED DRIVER
WHAT TOOL IS FIND THE ZIP CODE OF AN APPRAISER?
WHAT IS...THE TERRITORY SPREADSHEET
WHAT IS...A RECORDED STATEMENT, COVERAGE, ECLID, LIABILITY, REQUEST FOR AUTH
WHAT TOOL DO YOU USE TO RUN YOUR OWN INVENTORY?
WHAT IS...THE REPORT GENERATOR
TRUE OR FALSE: YOU CAN MAKE A PAYMENT IN PHOENIX AND EDIT A PARTY IN LRS AT THE SAME TIME.
FALSE.
UNDER WHAT TAB CAN YOU OPEN/EDIT FEATURES?
WHAT IS...THE RESERVES TAB!
WHAT TYPE OF STATEMENTS SHOULD BE RECORDED?
COMPLEX, LIABILITY DISPUTES, COVERAGE ISSUES
WHAT IS YOUR PRODUCTION GOAL EACH MONTH
WHAT IS...100% OR AS CLOSE TO IT AS POSSIBLE
WHERE DO YOU GO TO MAKE A DIARY?
FROM PHOENIX, CLICK ALLGENDA
AFTER A TL IS REVIEWED WITH THE CUSTOMER, HOW MANY DAYS ARE THEY GIVEN IN THE RENTAL?
WHAT IS...7 DAYS
UNDER WHAT TAB MUST YOU UPDATE THE INSPECTION LOCATION IN ORDER TO SETUP AN APPRAISAL?
WHAT IS...THE PROPERTY TAB
WHEN TAKING A STATEMENT, WHAT DO YOU NEED TO CONFIRM IN ORDER TO CONFIRM WE ARE PRIMARY?
NAME THE FIVE MANAGERS
WHAT IS...KATY, ANDREW, LAURA, BUZZ, DAVE
ONCE CONTACTS ARE MADE AND THE FEATURES ARE CLOSED, WHAT TAB DOES THE CLAIM MOVE TO?
WHAT IS...NONE. YOU'LL NEED A DIARY TO TRACK IT.
IN ORDER TO SETTLE A BI CLAIM, WHAT DO WE NEED?
WHAT ARE THE MAJOR COMPONENTS TO A STANDARD TL AND A TLE?
STANDARD TL...WE HAVE THE FIGURES, WE NEED TO SETUP THE TL REFERRAL AND INPUT ALL THE INFORMATION INTO THE FILE
TLE...WE DON'T HAVE THE FIGURES AND WE NEED TO SETUP THE TL REFERRAL WITHOUT THE FIGURES
TRUE/FALSE: IF A CA OR THE APPRAISER SPEAK TO THE INSURED, I AM GOOD TO PROCEED WITH HANDLING AND REQUESTING AUTH
FALSE - YOU AS THE ADJUSTER NEED A STATEMENT WITH THE INSURED.
NAME THE FLOATING HOLIDAYS AND THE PROCEDURE SURROUNDING THEM
MLK DAY 1/15
WASHINGTONS BDAY 2/19
JUNETEENTH 6/19
VETERANS DAY 11/11
REQUEST OFF FROM LAURA AT LEAST 5 BUSINESS DAYS IN ADVANCE