Letters
No, send an A-1423 with the expired license selection and issue.
PG 100-I03 Incompletes PG. 6
10 pend presents on your application, what do you do?
Route to #RUN
PLAA-Routing Guide
The agent requests a Flat cancel on the application. What do you do?
Send A-1602. Issue app.
PLAA-Routing Guide
Added application is business named insured and a 2008 Harley Davidson. Do we route this application, if so where do we route it?
No, we do not route business named insured motorcycles.
On an added application, the agent is requesting to backdate and is 30 days or less before the application date. Do we send an A-1602?
• No documentation is needed
• Issue with requested effective date
Backdated Effective Dates - PLAA Workflow HMPs- 06-22-25
Where should an application be routed to when the TDE screens are missing?
??UA
PLAA-Routing Guide
Yes
Multicar Discount JA
3 Policies each with a different garaging address. One NI and driver in the household. Do we need to split?
Do not split. Follow-up with the agent to determine why the address change was not submitted on all policies.
Household Association – Splitting/Combining Households JA
What letter do you send to the customer in CUI states to deny Steer Clear Discount?
E-983
SCD Job Aid
Where would you route a policy where the agent is requesting liability limits of 2 million?
#RUN
PLAA-Routing Guide
Yes, if it is a business use private passenger vehicle.
New vs. Added JA
1 auto and 1 motorcycle in the household and they both have U coverage. Does MCF apply?
No
In order to have Multicoverage factor (MCF), both policies have to have Multicar Discount (MCD) not just U coverage. Motorcycles do not qualify for MCD.
Multi-Car Discount Job Aid, Multicoverage Factor (MCF) PG
An invalid CA sel/rej is received with the app, what memo is sent?
A-1094CA
PG 905-S03 CA Selection/Rejection Forms
An application comes in with a Consulate license, what do you do?
Route to #RUN
PLAA-Routing Guide
When sending the sel/rej memo for an invalid sel/rej form to the agent, to whom is the 15 day pend set to?
UA
PG 905-S03 CA Selection/Rejection Forms
Can a single Mutal motorcycle in the hosuehold be acceptable if it accompanies a future Mutal car application 50 days in the future?
Yes. If more than 60 days it is not acceptable.
Motorcycles JA, Pg. 6
If an application has a customized van, what form should the agent submit? What letter do we send if we do not receive it?
Customization report form.
A-1422, other selection.
PG 140-C07 Customized Panel - Van Program
Vehicle is a 1959 Chevy Corvette. Checking the rate manual 207 for Corvettes it states: "For vehicles with a current value in excess of $44,000, refer to Company." The DRG/GRG values are 42. How do you proceed with this?
Since it states refer to company, you would route according to the routing guide to #AUN.
Confirmed with UN.
An application comes in with an agent message stating the vehicle, a pickup, has a canopy on the back, how do you process this?
• No entry is made on the policy.
• Inform agent that we are unable to endorse the canopy topper to the policy and advise that the customer retain receipts/pictures in the event a claim needs to be submitted.
Canopy, Camper Unit and Truck/Van Camper Job Aid
How would you work the ADV message: "Due to a natural named insured. The 6835/6837 endoresement does not apply in this household. Remove it from the policy it is currently on."
You will not remove the 6835. The 6835 is listed on the business policies and those are to stay. The ADV message is just alerting you that there is a 6835 in the hosuehold. You will issue your app as normal.