Systems and Tasks
I provide Detail Loss and Financial Summary Reports
Ecarma
We need this information prior to issuing the policy
Underlying Policy numbers
All processes are located in one document titled
Processing Guidelines
______ is an amendment to the original policy that alters its coverage, terms or conditions.
Endorsement
What do you get 2 hours a quarter for?
Choice Learning
I was rolled out in 2020 for Excess Casualty and am used in multiple Business Units
Name at least 4 items that are being checked at UL policy assessment
UL limits, effective dates, policy numbers; named insured
_____ provides an in-depth look at requirements for each state and should be utilized to determine when and how a CRN should be sent.
Adverse Action Requirement Tool
As a best practice I should be processed within 2-hours after receiving task transfer from AE
Binder
I am a task that verifies the accuracy of scheduled underlying policies
UL Policy Assessment
I am used for Umbrella and Excess Policies that are considered out of scope for SCBP and must be issued in Class MRP and Docs Webb. What am I?
GUUUT
____ equals General Liability Each Occurrence Limit.
TRIA SIR
______ contains information about the risk that is used for coverage such as Named Insured, Limits, premium, policy effective dates and is located within an insurance policy
Declarations
Creating _____ within BIWS tasks allows to easily filter priority tasks.
Views
What EU form is currently added on all lead renewals with no requirement of CRN?
EU0315, Amendment of Underlying Insurance Definition
Refer to _____ for copies of mandatory forms, endorsements, and Policy Holder Notices.
Product Catalog
Fill in in the blanks: OAS will send _____ follow up request for Underlying Policies at ___ (number of) days if at least one UL policy is still missing in file.
fourth, 75
_________ is a document that determines what BC team should be assigned to an account based on agency state
State Assignment List
I am used to keep communication from AEs to OASs in one place accessible to all and I am also used as a Desk management tool. What am I?
RQP
Name two RUSH leads
Wendell Long
Rosie Servin
Mike Fay
Pedro Martinez
_________ is a single source for collecting and viewing account information and documentation.
BIWS
What are the default TTG when we rate New Business in the Field AND the Business Center
Field: 1N Business Center: SW
eLibrary Made Easy
In outlook emails are reviewed and prioritized by using _______ and then worked accordingly
Categories
Name the Strategic Lead for Excess Casualty
Sarah Grosnick