EDGE
The page EDGE will open up to when ph is a full pass in finesse
View auto policy or Manage policy
Writing this information down anywhere or giving it out is a big no-no
Sensitive information or personal information
This coverage provides our insured or passengers only medical coverage in the event of an accident
Med pay or medical payments
Document that a finance company or leasing company need
Binder
We must ask the caller this question before making a payment with a card or account not in their name
Are you an authorized signer on this account?
Your best friend in EDGE that will guide you through a policy
GEICO Assistant
My mother NOT listed on the policy calling in to make a payment (what is she?)
Third party
In CO if I am unable to have UMPD on my policy when I carry this coverage.
Collision
What we should do when sending POC via email if the ph has access
Must demonstrate the conversation
Offer to stay on the line until they receive the POC
requires auto pay and only month to month
TMPP or True monthly Payment Plan
Many of my billing questions can be answered here without going into the policy.
Portfolio
information that can be given to rental company
Must show in state references where you found answer
effective/expiration dates
Comp/coll deductibles
PD liability limits for states that extend under that coverage
can confirm a specific driver is on the policy
Coverages that are essential and should only be removed if a PH asks to remove them.
ERS, RR, MBI
(DAILY DOUBLE)
The letter that shows all transactions that have occurred on a policy.
Must show where to find in EDGE
Itemized Statement of Account
Effective dates are 6/5 - 11/5
policy is on 5 pay 33% down
Ph added a driver on 9/26
The first bill to include the premium for the driver will be this date
11/5
adjusting paperless options and managing authorized users are done on this page
Account preferences
A person that can make changes to the policy other than NIN or SIN
authorized user
Some states require this in order to adjust or remove coverage from a policy
Option Forms
Information that shows up when a NY barcoded ID card is Scanned.
Must show where to find this info in state refs
Name of registered owner and co-owner (if applicable) as it appears on the vehicle registration
The nine digit license number of registered owner and co-owner (if applicable). An out-of-state license number will scan as all zeros.
FEIN (Vehicle Summary view), if Corporate owned or DBA vehicle
Vehicle information, including Vehicle Identification Number (VIN), year and make
Mailing Address
Company Code
Policy Number and effective dates
Trustee (if there is a living trust) (no longer available)
Most efficient path to unenroll auto pay and change pp (must show in Edge training and demonstrate convo use policy - 8033369995)
menu - billing - payment methods - disconnect auto pay - follow along with system prompts and have pp change convo
A great tool that shows discounts, vehicles, and billing no matter what page I am on.
Consolidated Summary
We can provide this information to a DMV representative
Must show answer in state refs
The liability limits of coverage.
Expiration date of vehicle/policy.
A binder or ID card may be sent to the DMV if requested. Do not make any changes to the policy without first speaking to the policyholder
I have to have these coverages for the state of NY no matter what (Give coverage and minimum limits)
BI - 25/50
PD - 10
UM - 25/50
BPIP - 50
Navigation flow to add a lienholder or additional insured
Must show navigation in EDGE
menu - policy - vehicles - finance company
ph with a tenure 5 mo. is calling on 7/29 because policy is pending cancellation for 8/3. Ph will not have funds available until 8/7. Ph is on TMPP with auto pay enrolled. What options are available and how does this conversation sound?
minimum payment if available
reissue policy when funds are available
(conversation piece up to judges)