Ineligible Roof
Roofing Type and Age
Unacceptable Dwelling Types
What is Barndominium, Commercial Buildings, Earth homes, MH, Tiny homes, and Yurt
GL: Unacceptable Dwelling Types
Hot tubs are acceptable AND there are no rules OR underwriting criteria regarding hot tubs.
What is Swimming Pool/Trampoline/Hot Tub
What are the States that Plymouth Rock covers.
What is CT, NH, NJ, NY, PA
(All)
1.Gather/Confirm personal and property info, 2. Review Options, Coverages, Pricing, 3. Shop Multiple carriers, 4. Start Policy
What is New Quote Procedures > Set Expectations
Suggested expectations script for customers
New Quote Procedures
Can not exceed more than 2 layers of material
Acceptable Layers of Roofing
GL: Roof Type & Age
Roofs should not have more than 2 layers and must meet inspection criteria.
What is Roofing
Animal with a History of Biting is what?
What is an Unacceptable Risk
Mortgage company's name. Loan closer's name or mortgage company contact. Contact phone number. Email address. Loan closing date. Loan number / What is needed for a Mortgage Clause
What is Mortgagee Clause & Document Requests for Fulfillment Team
Existing Damage/Renovations
HQX Home Discovery
Receipts and Credit Card statements are considered what?
What is proof of ownership for personal property
GL: Coverage C: Personal Property / Personal Possessions
Up to 2 roomers/boarders are acceptable as long as they are not short term. Contact Nationwide Underwriting for any questions on acceptability.
What is Occupancy Type
When a customer states unsolicited calls have been received through Call Me Now, what do you do and Name that Guideline.
GL: Call Me Now Customers
Hours of operation for premier team
M-F 9-9 Sat 9-6
What is Call Handling for PAA Premier Team Products
Manufacturing, product assembly or product repair work is being conducted on the premises
What is the Business Guideline
What is the soonest a Homesite policy can become effective
GL: Effective Date Changes After Upload
Wood burning stoves are acceptable only as a secondary Heat Source
Not considered a third-party person (non-third party)
What is
GL: Third-Party Quotes
Properties on mountainsides, cliffs, bluffs, or over water
What is Insured's Address/Dwelling Location
Can we quote a Co-Op?
Dwelling Type (Condo)
Arkansas, Florida, Alaska, Hawaii
What are states that Homesite does not write HO3
GL: Skittles Chart
Where can you find the homes that are ineligible for coverage in Georgia (i.e. Bryan County, Camden County, Glynn County)
What is the Coastal Exposure Guideline.
Fracking or Other Extracting Operations
What is an Unacceptable Risk (Business)