How do you navigate to the Client historical details screen?
CHDC#
Where are the premium adjustments located
Bottom of the screen
Household
HH
POL Number 02380033-43 (North Texas Tab), what is the rate indicator for Lidia Mitchell?
E
"Fish are food not friends."
Finding Nemo
What state code is 38?
Pennsylvania
How many Principal operators can be assigned a vehicle?
One
Household Policies Screen
HP
POL #: 3071373-46, What is the rate indicator for Caleb Berger?
S
Float like a Cadillac, sting like a Beemer.
Cars
How would you assign a driver to a policy?
HH > action S client # > enter > input A in DRVR action > enter EFF date, match TDE: Y, rerate Y
How many driver assignments can one vehicle have?
Multiple
What screen allows you to look at the TDE of an already issued APP
PROC
POL #: 3071431-46 (Eastern), what is the meaning of Christophers rate indicator?
Z -- unlicensed but driving age & excluded drivers
On Wednesdays we wear pink
Mean Girls
How would you assign a Principal Operator (PO) to a policy from HH?
HH > action S client # > enter > input A in princ action (PO) > enter EFF date, match TDE: Y, rerate Y
What exposure codes must be assigned to a policy?
E and N
Risk Work in Progress
What rate indicator is used for a Permit driver?
A
"If you're a bird, I'm a bird."
The notebook
Bonus Question: What are the codes of the states we will be working? What are the office Codes for the states we will be working?
Office 08 North Tx (state code 43)
Office 25 South Tx (state code 53)
Office 13 Pennsylvania (state code 38)
Office 7: Noth Carolina (state code 33) Virginia (state code 46)
Office 17: New Jersey (state code 30)
T/F A driver that drives a vehicle only once in a typical month should not be included in a household.
False.
Enterprise Client View
Navigate to Driver Exposure Code Job Aid,
E Rate indicator
"It's not just a handbag, its Prada."
White Chicks