Name Changes
T/F - A name change can be processed as a remarks only PT.
False
Named Insured Change Course
What is the correct formatting for an "estate of"?
A) Estate of John Brooks
B) Brooks, John, Estate of
C) Estate of Brooks, John
D) John Brooks, Estate of
B) Brooks, John, Estate of
Resource: AutoAnswers & PG 140-N05
Current named insured: Pennington, Charles
New named insured: Pennington, Charles & Joyce
Is a ROC required? Is an application required?
No ROC & no application
Resource: PG 140-R03
Current named insured: Pennington, Charles
New named insured: Pennington, Charles & Joyce
Keep or delete Aux 30?
Keep - Charles is staying as a named insured
Resource: PG 380-A05 Topic 1
What is the reason code for "Named Insured Deceased"?
Reason 4
Resource: Named Insured Change Course
How should the name be formatted when it includes a title or suffix?
A) Johnson III, Jacob
B) III Johnson, Jacob
C) Jacob Johnson III
D) Johnson, Jacob III
D) Johnson, Jacob III
Enter title or suffix after the first name or middle initial
Resource: AutoAnswers & PG 140-N05
Current named insured: Stephens, Trevor
New named insured: Stephens, Grace & Trevor
Grace has been an assigned driver in the household since 2019. No change in company placement.
Is a ROC required? Is an application required?
Yes - a ROC is required (change in first named insured)
No - application not required
Resource: PG 140-R03
Current named insured: Stephens, Trevor
New named insured: Stephens, Grace & Trevor
Keep or delete Aux 30?
Keep - Trevor is staying as a named insured
Resource: PG 380-A05 Topic 1
Current named insured: Acosta, Mallory
New named insured: Lopez, Mallory
Current S coverage for Acosta, Mallory
A name change is received due to marriage, what other information should be updated?
Check/update marital statuses, last name, and update S coverage
Resource: Named Insured Change Course & PG 140-C12
If a policy is changing to the name of a Limited Liability Company or LLC and a comma is streamed in, should the comma be removed?
Resource: AutoAnswers & PG 140-N05
Current named insured: Jimenez, Enrique
New named insured: Jimenez, Enrique, Estate of
Is a ROC required? Is an application required?
No ROC & no application required
Resource: PG 140-R03
Current named insured: Jimenez, Enrique
New named insured: Jimenez, Enrique, Estate of
Keep or delete Aux 30?
Keep
Resource: PG 380-A05 Topic 1
T/F - If a name change is received along with adding/changing a driver and it is within 60 days of the looksee period then new Underwriting reports should be ordered?
True
Resource: Named Insured Change Course
A name change PT is received to add a DBA to the policy. How should the name be formatted?
A) Williams, Meredith and Richards, Gregory DBA Williams Window Cleaning
B) Williams, Meredith and Richards, Gegory and DBA Williams Window Cleaning
C) DBA Williams Window Cleaning and Williams, Meredith and Richards, Gregory
D) DBA Williams Window Cleaning, Williams, Meredith and Richards, Gregory
A) Williams, Meredith and Richards, Gregory DBA Williams Window Cleaning
Resource: PG 140-N05
Current named insured: Callahan, Megan & Matthew
New named insured: Callahan Landscaping LLC
Megan & Matthew are the owners.
Is a ROC required? Is an application required?
Yes - ROC required
No - application not required
Resource: PG 140-R03
Current named insured: Torres, James
New named insured: Torres, Cassie
Cassie is James's daughter.
Keep or delete the Aux 30?
Delete
Resource: PG 380-A05 Topic 1
A PT is received for a name change with remarks requesting to apply the name change to 3 other policies in the household. Should you apply the name change to the additional policies?
No - If name changes are needed on the remaining policies in the household, the agent needs to submit a separate request for each policy.
Resource: Named Insured Change Course
A name change is received include the named insured and a trust, but the names do not fit on the N&A fields. How would you handle?
Add the trust on the 7.69 screen: Additional Named Insured - XXXXXX (XXXXX as the extended name).
Resource: PG 140-N05
Current named insured: Torres, James
New named insured: Torres, Cassie
Cassie is being added to the household along with the name change.
Is a ROC required? Is an application required?
Yes - both a ROC and an application are required because Cassie was not previously rated in the household.
Resource: PG 140-R03
Current named insured: Callahan, Megan
New named insured: Megan Callahan Trust
Keep or delete the Aux 30?
Delete
Resource: PG 380-A05 Topic 1