PROCESS GUIDES
What is the process guide number for New Submission?
What is PG 1100-N01?
Equivalent to a new business application
What is a New Submission?
If the submission is in draft status what is the next step the agent will take to move the submission forward?
What is a Quote?
Who has the ability to submit a new submission?
What is an Agent?
How do you create a new document?
Click on the action button in the left navigation menu and select new document and generate document.
These letters are those that print in the PIM centers.
What is a batch letter?
New submissions will have an activity labeled______. This activity automatically triggers once the agent has bound the submission.
What is Issue Policy?
The agent or agent team member will request approval on what screen?
What is the Risk Analysis Screen?
What is the process guide number for Letters General?
What is PG 1280-L01?
This type of letter is one that is printed on a local printer.
What are on demand letters?
This letter is permanently stored in Filenet (iSEIT).
What are Batch Letters?
Whose approval is needed prior to issuing a policy if Underwriting Issues are present and have to be reviewed?
What is an Underwriter?
Which letters are not included in the on demand and batch letters?
Cancellation, nonrenewal, and declination letters/templates are not included in the group of letters.
On Demand Letters are those that require specific criteria to be included with the letter. What are those criteria's?
A wet signature, returned mail, or forms.
Once the underwriter has reviewed and resolved all underwriting issues and no additional information is needed from the agent the under writer when then take what steps?
Click Quote> Click Issue Policy
When an Agent quotes a new submission but is not able to issue the policy what type of Underwriting issue is this called?
What is a Block Bind