SV
When the unlisted spouse of a in individual sole proprietor cannot verify the mailing address listed on the policy, they are considered to be this..
What is and Unknown/Unacceptable Requester?
This should be processed when a credit/debit card is used to make a reinstate payment.
What is Hold disbursements?
This date format must be used for the cancel date and reinstate date when providing the Verbal Statement of No Loss
What is dd/mm/yyyy?
This ACC must be issued when deleting drivers from policies
What is ACC Driver 201?
This is the description of progressive's driver philosophy
Anyone who drives or is expected to drive any vehicle covered by the policy in any capacity during the policy period
This should be done when the insured listed on a national accounts policy asks questions about their agent
What is transferring to SAS (National Accounts)?
Before processing payments with callers who are not listed as the agent on the policy, the caller must verify that they are this
What is an authorized user?
This is the first scripting required for reinstating a policy
What is the Option of a new policy or to Reinstate?
When an authorized caller requests to list additional information on a COI, this GL should be reviewed for acceptability.
What is Special Verbiage for Certificate of Insurance (COI)
This should be reviewed before processing revised renewals on policies that have lapsed/expired for 60 days or less
What are state specific lapse exceptions?
Permission notes a restricted for these two requestors
What are AOR Form Submitters waiting for processing and individuals under the age of 18.
This must be utilized/reviewed before discussing bill plan options with callers
What is the bill plan tool?
These are four of the most common transactions that require Triage Scripting to be provided.
What are vehicle endorsements, reducing/removing liability, reinstates, and cancels?
This should be documented when a caller decides not to add a driver because their premium will be to high
What is a Driver Info note with the caller name & call details?
A Form E filing requires this amount of days for notice of cancellation
What is 35 days?
When assisting Agero agents (our 3rd party roadside assistance provider), we must provide them with this additional information
What is your name and 10-digit direct phone number as verification
When a policy enters the pending cancel/cancel status, this must be paid in full for the policy to remain active or be reinstated
What is the cancel notice bill?
When ordering the financial responsibility with an agent during the quote process, this must be provided to the agent
What is the Agent reminder scripting?
When adding drivers to a policy via standard notes to processing, this piece of information requires a separate note.
What is Driver's license number?
This state requires Form E filings to be handled by a TTBMT specialist due to this
What is Texas and USDOT rating requirements?
This is required when a government agency requests information outside of what we may verbally provide otherwise
What is a Subpoena?
This is a Debt due on a previous Commercial Lines policy that has not been paid in full
What is an OCB (Outstanding Customer Balance)?
This must be provided to Agency Insureds when reducing liability limits on their policy
What is Required scripting for Deleting or Reducing Liability
This state requires additional/unique information to be documented in Form E filing request notes.
(Hint: This CAN be handled by BaCon)
What is Virginia?
These are the ACOOV requirements
What is All commercially owned AND/OR operated vehicles; Including power units/trailers that are operable and/or inoperable/disabled