Misc.
If servicer attaches ACH pull form, advise them to make an activity using what code?
$CA5
What are the two approved Finance Companies?
IPFS & FIF
How do you generate a new invoice without the manual reversal line items being included?
Move those items to "No Invoice"
What is Alejandro's favorite animal?
Cat!
When does a fee agreement need the legal/ONIT stamp/Ryan Foley signature?
New Business, over $500
On what page in the Loop can you find links to the Masterclass PowerPoints?
Billing Brigade's Homepage>Training Resources
When do we provide a down payment invoice?
If Tina Semotan approves it.
How do you reverse a split receivable?
Manually back out the transactions (never right click>reverse!)
What is Tanya always watching outside her window?
Birds!
What Agency Fee transaction code is non-commissionable?
AFEE
What is the standard description format for installments?
#' of '#' Installments - 'Policy Type'
Ex. 1 of 9 Installments - General Liability
What kind of transaction should we not finance unless asked to by the Carrier Payables team?
Return Premium
How do you correct SLTX to STTX (if the Premium line is in Epic)?
Manually reverse SLTX & on the Premium line right click>Generate Tax to get STTX
What's the name of Robbin's beloved granddog?
Louie!
What transaction code would you never use to bill out future installments?
PEPM
What are the 5 data points we can transact without returning an activity to a servicer?
Commission %, Financed box not checked/Loan #, Invoice Layout, TBD for policy # if billing off quote, minor policy # discrepancies
How much should a CFIN be for?
Total amount sent to carrier/FinCo
What is the correction code (letter) for a Client initiated loss-of-business correction?
L
What is Santiago's favorite pizza topping?
Pineapple!
What transaction code would you use for a benefits consulting service taking place over a 1-year period?
CRMF
When should the invoicing team apply credits to debits?
Never. We should always ask the Cash App team to do this via the chat or $AR2
If financing is being done through the carrier, how should you proceed?
Bill transactions on client account (Do not finance AR), confirm CFIN amount via email from carrier or FinCo
How do you reverse a COPN?
Back out the gross amount.
What time zone is Debbie in?
Pacific Time Zone
AFEC