Policy Production Functions & Tasks
PIRQ print requests, Assemble physical copy quotes
Get completed endorsement physical copies ready to mail, Assemble physical copy policies from Assigned Risk & WARP, Sort paperwork for producers & put in assigned slots or locate addresses, Enter certified mail into E-Certify, Finalize information in Salesforce.
What are Mailroom Technician Tasks?
This is the ticketing system used by Policy Production, used to track requests.
What is PIRQ?
Microsoft Word & Foxit
What editing tools are used in Policy Production?
Arizona, Colorado, Nevada, New Mexico, Utah
What states are in the Southwest Region?
Alaska & Pacific Northwest utilizes this to access Policy Admin Systems (PAS) & Retriever.
What is Citrix?
Proofreads and edits policy forms, endorsements and claim documents using a variety of source information including forms, drafts and check sheets.
What is a Document Specialist Task?
The document management system that houses issued policies, mockup forms, letters, etc.
What is Retriever?
WPDOCS & Ops and SBS
What are the sared drives used in Policy Production?
Alaska, Washington, Oregon, Idaho.
What states are in the Alaska & Pacific Northwest region?
Principled. Committed. Human.
Inventive. Hardworking.
What are the CopperPoint values?
Downloads & formats forms
Enables forms to print Tickler Pages
Transcribes recorded statements
Monitors Retriever for document access
What are Forms Specialist Tasks?
Preparation, tracking, and storage of Certified Mail with Return Receipt.
What is e-certify used for?
This contains instruction, helpful information and procedure. It also includes pathways and direction to access system & documents.
What is the Policy Production Role Manual?
Information about the company, regions, brand templates, access to resources, departments, documents and systems can all be found here.
What is OnPoint?
This is used to create policy numbers, create endorsements, enter reinsurance premium, etc.
What is Policy Admin Systems (PAS)?
Creates correspondence from a variety of source information including forms, drafts and checksheets by utilizing templates.
What is a Document Specialist Task?
Shipping, Mailing, Accounting, Reporting and Tracking.
What is S.M.A.R.T. used for?
This houses operations procedure, Role Manuals, meeting artifacts, reference documents, and training material.
What is the Knowledge Base?
Personal information, timecards, PTO requests, pay statements, benefit information, career development, signed documents, & company organizational chart are found here.
What is UKG Pro?
Provides benefits to employees who get injured or sick from a work-related cause. It also includes disability benefits, missed wage replacement and death benefits.
What is Workers Compensation Insurance?
AR Broker of Record Changes
Cancellation Loss Payee Cert Holder Notification
Claim Review
Sending & Saving Reinsurance Emails
What are additional Policy Production Tasks?
Mailroom Technician finalizes information here. Access to Reports That are needed to complete E-Certify tracking.
What is Salesforce?
Used to validate the information in the system and to compare forms, to ensure all the correct forms are on the policy.
What are Checksheets used for?
Manages four areas of business operations: Enterprise Service Center, Billing & Collections, Premium Audit and Ops & Metrics.
What is the Operations team?
Entrepreneurial Culture, Closer Relationships, Best-in-class Service, Community Commitment
What are the CopperPoint Strategic Pillars?