Standard Work
If the agency would like a copy of the vendor audit document, what to we look for?
the Audit Release Authorization form.
If a document needs to be manually typed, but we want to verify that a typing request has been submitted, what resource do we search?
BLSU Work Intake tool
Line 15 has $7490 in coverage, what does the Specific coverage and sub code indicate that line is for?
Under/Uninsured Subcontractor payroll.
If the History screen reflects MIA / MDA for the audit entry, where can we locate the Premium Adjustment Statement?
Seit
What term identifies a policy as auditable?
Term: 01 (Gen Screen)
If the agency requests a quote, but there is a streamed screen in the IF screens - what do you do?
Connect with RG in PAL Chat to verify if the quote can be processed or next steps.
**Bonus: can you provide the path
CMP Rate Manual - Basis of Premium (Liability) Defined
**Bonus: General Rules->Basis of Premium (Liability) Defined-> P-Payroll section
What date will the audit process begin on this policy?
01/27/2026 (AUD Screen)
If the History Screen reelects AUD for the audit entry, where can we locate the PAS?
Control D
In the latest rate version for TX, are the ai charges fully earned.
No, missing Verbiage "If there is a charge, the premium will be fully earned and will not be refunded if the endorsement is cancelled. If the entire policy is cancelled refer to the "Cancellation" rule under "General Rules"."
If the agency requests a quote for updating payroll on a midterm date, what should we do?
verify if the policy has any other status segments.
What date range would we use to look for a PAS in control d that system processed 6/11/2025?
06/11/2025 and 06/12/2025
Day of the entry and next business day.
The CTA processed 09/05/2025 on this policy. How do we review what the payroll was when the policy renewed?
**Bonus: what was the payroll before the cta?
AUD F20
**Bonus: 82484
If the Audit Release form is on file, but the vendor audit has SPI, what do we do?
Reassign a case to BLRC-Fire-AUDIT-REDACT
If an application is declined but later accepted, what should we see on the History screen after the reinstatement?
Corrected New Business Dec entry.
If the agency requests that a refund check be issued in another name, other than the named insured, what to we do?
Advise that our policy contract language directs refunds are issued to the named insured, if the agency requests further consideration - We would reassign the case to RG Underwriting for further review.
in viewing the policy history screen, the audit was processed manually. What resource can be used to locate the PAS?
iSeit
What would the charge in the rate manual be to add blanket ai form CMP 4785 to the policy?
$160 (rate manual reflects $200, chr credit applies)
If there is an error on the typed document, but the worksheet is correct - what do we do?
Reassign the case to BLSU for review and follow up.
Can we quote adding $1000 BPP to this policy?
No, we cannot quote adding property coverage back to the policy. The agency can quote as new business in the agency.
What states are currently Escalation states?
AL, CT, DE, FL, GA, KY, ME, MD, MS, NH, NJ, NC, OH, PA, SC, TN, VT, VA, DC, WV.
**All other states follow the LIEP process.
What resource can be viewed to verify the gfu codes used in the waived audit processing.
Waiving Audits on Artisan Service Contractors Policies single process. (page 1 and 4)
What is the rate basis for this Contractors Policy?
Area - gen screen reflects term 98, stat screen reflects A in the BA field for line 1 LQ.
To stay in compliance, what do we do after we type an additional insured or WOS document?
Remote image the typed document that was forwarded to the agency.
What do we key to see the payroll results and rate after the midterm audit?
**Bonus: What the rate on payroll before and after the audit?
F16 on the Stat screen, then scroll to the LQ line.
**Bonus: Aud F20 to see the rate before the midterm audit. $40.78 per $1000 before the midterm audit, and $66.99 per $1000 after the midterm audit.