Hotkeys
This hotkey goes on ALL Instant Quotes.
What is "TYIQ?"
Dotting the "i's" & crossing the "t's", this process not only ensures we are quoting accurately, but we are all consistent in how we maneuver & leverage the quoting system.
What are quarterly audits?
Joe C. sent you a special event paper application from Hospitality & Liquor. This is the "mode" that we quote it in.
What is Private Label Mode?
Our own version of the Three Musketeers, this trio is the risk that is always web searched on Instant Quote.
What is Tier 3 Special Events, MicroTek & risks that set off your underwriting radar?
Customers' customers in the US don't receive declinations. They receive this instead.
What is a remarket memo?
Trampolines, rock walls, petting zoos, pony rides & moon bounces are a great time, but we explicitly let our customers know they are excluded by using this hotkey.
What is "Moon?"
In the absence of a paper application, this is where the underwriting teams look for an understanding of what a risk is.
What is the Description of Operations?
The risk you're currently quoting in Private Label Mode is for a customer's customer, has this set as the quote contact type?
What is "retailer?"
An email with a suspicious attachment enters your inbox. Instead of throwing your computer out the window in a panic, you share the email with this address so they can investigate.
What is servicedesk@usli.com?
This document is handy dandy when needing to confirm your authority levels and find peers for role play assistance.
What is "Instant Quote Hierarchy?"
Having a one-day policy that has a longer policy period, huh? This is confusing. Luckily, we use this hotkey to explain it to our customers.
What is "SE3?"
The screenshot of that nifty Facebook Page for an event lives in this virtual oasis.
What is the Electronic Quote File?
Dear Diary, This section of the quoting system is crucial for documentation. Because it's hidden from our customers, it's the best place for in-depth notes.
What is the Electronic Quote File?
This applicant campaign results in calls from consumers. Not licensed to help these callers? NBD- just email IQCS@usli for help with this initiative.
What is CoverSmart?
This feature in Streamline helps us relay valuable information shared by our callers, and minimizes the time they spend repeating themselves.
What is "Call History & Notes?"
Calling all employees & casual laborers! This hokey is used to request an accurate accounting of annual payroll, work performed, and subcontracted costs.
What is "PAYROLL?"
When WOWing a caller, you learn of a property claim that is outside of your authority. Continue to WOW that customer by placing them on hold and using this resource for authority checks.
What is Instant Quote Teams Chat Room?
Our wholesaler would struggle to know who we quoted a risk to if this isn't completed. Bye bye follow-up and potential binder.
What is Retailer Information?
Gaps in your product training? Unable to make a training session? This is how you let the trainers know.
What is IQPLTraining@usli.com?
A clothing store is in a New Jersey brush fire zone; no worries, we can offer this as a solution!
What is decline the property and offer the general liability?
You don't need Carmen Sandiego to know this location of the PLWEB Hotkey on all Professional Lines & Non-Profit quotes.
What is the Prior to Bind section?
Oh no! Turns out the risk you initially quoted isn't what it seems. You let the caller know we aren't a market, and their story changes again! This is how you let the team know so their underwriting radar is piqued.
What is enter a decline/remarket?
HELP! You have a complex vacant building risk, and you see Shane Werley, Meghan Cooper, Nicole Warn, Mike Cabirac, Kristy Gordon, Xue Jin and Samantha Canuso are all available in the queue. This person is the ideal person to be your sounding board.
What is the Floor Underwriter?
Move over Google! This site is the best when you're trying to find an accurate location address in Canada.
What is Bing?
This particular leader probably LOVING this game as they aren't huge fans of Kahoot (there's one in every crowd).
Who is Joe Colistra?