RP
MA
Rate Increase
Usage
Driver/Ownership
100
5018287689
"How many payments are left?" "When is my renewal due?"
100
MRPH calls to cancel his MA auto policy. The agent offers an NNO policy to MRPH. Was this retention effort handled correctly?
No MA does not offer NNO policies State Reference- NNO- Regional NNO Information- Region 8
100
According to the screen shot what caused the policy to increase upon renewal?
Rate Filing
100
Mr. Smith called to c/r his 2013 Dodge Durango with a 2016 Dodge Durango. Will usage be required to address other than the PAM estimate in our assumptions statement?
No
100
MSPH calls to remove her 18 year old son John off her policy due to him joining the military. He has no activity. Can we remove him? If so what would his status be?
Yes, Cancelled
200
5018287697
C/R Vehicle
200
In MA how many years do we surcharge a PH? How many years will we underwrite for?
A surcharge lasts for 5 years in MA and we can underwrite for 6 years
200
According to the screen shot why did the policy increase upon the PH's renewal?
Rate filing
200
I called to update my address from 123 Main St. Buffalo, NY 14228 to 235 Main St. Buffalo, NY 14228. What usage conversation will you have with MR.PH.
"Will there be any changes to how the vehicle is used such as days and miles to work or school?"
200
Can we add a vehicle that is solely registered to the PH's roommate kept at their apartment?
No
300
5017287938
Change of Address (in state)
300
Nitta Heng wants to remove her 2015 Toyota Scion off her policy. Can we remove it? What date can it be removed as? VIN: jtkjf5c78f3090068
Yes, Effective 4/26/2016 VT finds Nitta's plate number- RH determines if plates were cancelled and when.
300
Per the screen shot why did MSPH policy premium increase?
Her PIP coverage selection form was never signed so her policy defaulted to PIP Opt E
300
You are deleting a vehicle off MSPH policy according to the screenshot role play the conversation.
Which vehicle will now be used as a commute? none will there be any changes to how the vehicle is used? no Great!
300
MSPH wants to remove her friend (39) off her policy because they surrendered their license. The friend still lives in the HH and will not be an operator of the vehicle, but does have surchargeable activity for an accident last year. Can we remove them? If so what would the status be?
No- They would need to send in proof that their license was surrendered and then we can remove them and update their status to non-driver
400
5017515197
dealer call w/ PH
400
Send me an RMV form that will help the PH update their insurance information. Policy Number: 4365368747 Email: jianiro@geico.com VIN: JTEBU4BF2EK197993 Financed: Fifth- Third bank
Send RMV-3
400
According to the screen shot why did the policy increase upon renewal? Role play conversation you would have with the PH.
Rate Filing Comp/collision symbol increased
400
You are adding Kezban to the current policy and get to the usage page how would you address usage according to the screen shot?
Ask which vehicle the new driver will use. Verify the listed usage already listed and address the PAM estimate. Ask if there are any other changes to the other vehicles and verify DVA.
400
MRPH wants to add his GF (who lives with him) to his policy with her vehicle. Can we add her? If so under what condition?
Yes if the GF is listed as co-insured on the policy.
500
5018238187
cancel my policy
500
A MA PH (already verified) calls to cancel their policy because they sold their vehicle. What is required on this call? (Must hit all components)
1. Ask: "Will you be getting another vehicle within the next 30 days" 2. Advise of Written Request to cancel. 3. Document PLOG with the PH request.
500
According to the screen shot give all the reasons why the policy increased upon the renewal?
Rate Filing Multi-Line Discount fell off surcharges for Patrick and Rebecca Tier Change
500
MRPH called in to update his address. According to the screen shot how will you address usage when you get to it?
Verify the listed usage for all vehicles (if commute ask for the new one-way mileage) Present PAM on ALL vehicles Verify DVA if it displays
500
MRPH called to add a vehicle to his policy that is registered solely to his business. Can you add the vehicle to MRPH auto policy?
Yes- want to ask 5 business use questions to determine the usage.
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