Show me the Money
The $ limit to send to collections
What is $250?
The source type you add to an Opportunity for products or services you are trained to sell
What is Pipeline?
This is what PGPP stands for
What is Policy, Guidelines, Process, and Procedure?
Team email inboxes are identified by this symbol
What is an asterisk (*)?
These can be used to help gather information from our customers when email is their preferred method of contact
What is questionnaires?
SmartPay will be cancelled when there is a balance of this many missed payments
What is 2?
The Insurance Contact Centre (ICC) – Claims team supports our customers through the claims process for all claims with the exception of these policy types
What is Auto, ICBC, and Travel?
This is the place where you can save all of your commonly referenced pages and documents in the Hub
What is My Toolkit?
Mutual Fire Memberships are to be set up with their own policy line using this policy type code
What is MFMB?
The two lists of preferred carriers to be used for all new business can be found here
What is the Habitational and Non-Habitational guidelines?
The % that we should be topping up our commissions to
What is 20%?
This is to be added to the policy line to note Strata Duplex and Tiny homes
What is an Agency Defined Category?
This information can be found on the main landing page of the Hub
What are Alerts and Announcements?
Strata Duplexes are governed under this Property Act
What is the Strata Property Act?
The steps for this process was based on the best practices within the CUs Time for 9 member onboarding
What is the New Insurance Customer Onboarding?
How interest in Smart Pay is calculated
What is Compounded Monthly?
Email templates need to be loaded here to be able to access them when sending an email to a customer from Epic
What is Outlook Signature?
This information will still be located on Insure4U
What are Carrier announcements?
With the exception of Allianz and Haggarty all new policies need to be set up with this billing type
What is Agency Bill?
Within the Habitational and Non-Habitational Renewal process there are this many touch points included
What is 5?
The four activity codes that Settlement will add when there is a transaction discrepancy
!CO% = Wrong commission fixed in transaction – update policy line to 00.00% comm
!CMP = Correct transaction & policy to ICO CODE & PPE CODE - Or -Policy to ICO CODE & PPE CODE transaction already corrected
!AMT = Wrong amnt – correct or contact U/W. We transacted $0000 Co.Premium is $0000
!MIS = “Company” is looking for $0000 AP/RP. Pls transact or contact U/W
This program empowers employees to submit continuous improvement ideas through one of the three forms
What is the Insurance Intake forms?
This theme is where you will find the Insurance content
What is Running our Business?
We are now able to accept this Credit card type across all regions
What is American Express?
A REVI (review) activity should be added with every new Personal Lines policies and include this information
What is Standardized file notes?