Accounting
What is the email we send a proof of remittance request to?
GGB-US.AccountingBillingSolutions@ajg.com
What category under DMS should bind orders get DMS’d in?
Marketing
What activity is created when an insured wants to finance their policies?
$PFA
What do we drop policies into so the BPC’s get created?
IDC folder
What does GcoE stand for?
Gallagher Center of Excellence
What are the 3 items needed to submit in billing request?
How many days after renewal do the carriers need to receive payment by?
30 days
What does a $COA activity mean?
Cash on account
What is the Gallagher platform name called where we can find CSO tasks, BPC outstanding items, accounting/billing information, certificates, DMS inbox, missed expirations, etc?
We must utilize the SSM team if we need to collect how many policies?
5 or more
Where do find the Surplus Lines Taxes and Fees % for each state for non-admitted carriers?
SLT Quick Guide via Surplus Lines Manager
How many days after renewal do policies need to be sent to the client by for EFP practice?
60 days
What activity do you create when we are past due on remitting payment to the insurer?
$NOC
How many days before the renewal should we send the solicitation to the client?
120 days
What attachments are needed for a proposal request?
Marketing Summary, All Quotes, Last Year’s Proposal, Expiring primary policies
In the Transactions tab, if the A/R Balance is $0.00 and the PPE status is C, what does this mean?
Payment from client has been received and remitted to carrier
When does a quote need to be checked by after receiving it from the carrier?
Within 24 hours
What activity is created for a return premium check to the client?
$ARM
How many years’ worth of loss runs do we provide to carriers?
5 years
How frequently will the team be conducting QARs?
Monthly basis
When utilizing Non-Admitted carriers, how many Admitted carriers must be listed on the Billing Request?
3 Admitted carriers
How often do coverage considerations need to be included in a proposal if the client has multiple renewal dates?
1 time per year
Which activity will automatically close?
PCT
What is the one line of coverage we place that we do not include as ancillary lines?
D&O
What is the name of the document the SSM's can create for us to summarize the coverages?