Activities
What activity is created when a policy does not have a zero accounts receivable balance
What is a ZZAR
This team reviews documentation sent by the carrier and compares it to Hubs records to then reconcile (mark items as ready to pay) This team will also create activities for items that do not match and make note of items that have yet to be paid by the client
What is The recon/processing Team
CRG
Carrier reference guide
To communicate to your team you use...?
What is Microsoft TEAMS (CHAT)
snowboarding for fun
Ely & Brenda
When a client account can not be found in Epic.
$PX1
This team helps with managing the activities created by the recon team.
Who is The Activity Management Team
NMX
What is New Mexico
Hub's Broker management system
What is EPIC Applied
SNoooooooozing for fun
who is Michael
Premium documentation Missing
$PDM
this team helps research funds received by carriers. This team works closely with the Cash Application team but focuses on carriers rather than clients
Who is Return Premium
RNWB
What is Premium Renewal
An electronic way to file your documents
What is Image Right
She reads on her free time
Who is Angela
The PPE code is incorrect in Epic and needs to be corrected
$PX3
This team is responsible for issuing payments from Hub to our carrier, once the Recon team has reconciled them (Marked as ready to pay)
Who is disbursements
SCU
souther California and Utah
Data that can organized using Cells Columns and rows
Whats Excel
Hiking the rocky mountain
Who is Damaris
A premium is billed with another premium that has a different commission % (One premium has 10% and the other is 15%) and needs to be corrected
$PX3
Fulfills requests from our operations teams to issue various payments that are outside of the normal disbursements to carriers these would include refund payments to clients and commission payments to hub branch offices
Who is check request
LAO
What is Los Angeles & Orange county
send and receive Electronic Mail
Whats Outlook
goes to the gym on her free time
Who is Diana