Privacy Act
Who can make a policy change on an auto policy?
Who are the primary, secondary and listed spouse
What do we offer a customer that can not make the minimum payment due?
What is the tolerance amount
Where do we go to email ID cards/ dec pages?
What is Sentrydocs
What are the 3 types of policies we offer?
what is auto, broadform, and NNO
What is a binder?
What is a dec page
Who can restart a policy with no lapse?
Who is the primary or secondary named insured
What is the process we use before we offer to restart a policy with no lapse?
What is the C A N process
What is the 2 places that we can place notes?
What key word would we use in Seismic to help us make policy change?
What is telephone policy changes
What if an insured wanted their ID cards mail out, what is the process to get this completed?
We would set an activity to NSA 24hr queue
Who can make a payment on an active policy?
Who is anyone
When should we add a flag to a policy?
When we are told about a claim during the cancellation period.
Where do we find an agents phone number if its a partner policy?
What is in Seismic
What 2 questions should we ask the caller if they are wanting to change their physical address?
What is have you already moved, and is this were the vehicles will be garaged at
What is another name for an experience letter?
What is a policy history letter
What are the 3 items we would use to verify the caller?
What is the address, date of birth and drivers license number
What is the step if the only payment option is an EZStart?
What is refer them back to their agent for a new policy.
What are the 4 items used when searching for a policy?
What is by their name, phone number, email, and driver license number
What questions should we ask before adding a driver to a policy?
What is, do they live in the household and do they have regular access to the vehicles.
What extra coverage should we ask for on all calls?
What is roadside assistance
What information can we provide to a driver on the policy?
What is all policy related information can be provided
What are the steps in the C A N process?
What is check CCIS, ask verbally about any claims, and check policy notes for flags
What do we use to locate email address in the website?
what is customer administration
What is the process we use when adding comprehensive and collision to policy?
What is the physical damage process
When would be a time that we would not be able to offer physical damage to a policy?
What is when there is a weather binding restriction email