Notices
How do I process Notice of Cancellations when the reason is Nonpayment of the Renewal Premium?
What is don't process in AIM, only email the notice to the Retail Broker, then task complete the task.
The document type we use when importing emails
What is a MEMOC
What is the first thing I should do on every task?
What is LOCK THE TASK
How many Tenets does Gallagher have?
What is 25
I receive requests for documents to issue to the First Named Insured
Who is the Carrier
I am notified when AIM balance is $0 and how am I notified
Who is Accounting and by setting task attributes only in payment received step
I am the Direct Reply when our notice reason is nonpay to RPS
Who is Accounting
What two places can I verify if the policy is Direct Billed?
What is AIM Coverages tab and Infofinder billing section
What does RPS stand for?
What is Risk Placement Services
When we receive an email from the Retail Broker requesting UW information, who do we forward that email to?
Who is the Branch
What 3 things can I look for when finding the renewal file in AIM other accounts tab?
What is the same eff date as our notice, the same policy type, and the same policy number.
When looking for a RB email, what do we look for in the file tree when MEMOR's are not available?
What is correspondence to/from the retail broker
When processing Conditional Renewals, how do we change our AIM status to read Conditional Renewal?
In AIM we go to Submission - Misc - Status Change - and enter in CRI.
What are the names of our 3 supervisors?
Who is Christina, Dorlisa, and Berdene
I receive processed notices via email
Who is the Retail Broker
What are the two types of Conditional Renewals? and what is the difference?
What is a CONREN and CONLEX. CONLEX is for 25% or more increase, CONREN is everything else.
When we have instruction to rescind, but we have no NOC in file and only our request for the NOC has been completed.
What is the last thing done on every task?
What is Set the Task Attributes
Who are our 3 SPOCS?
Who are Eric, Lavette, and Victoria
In order, where are the 4 places we check for the Retail Brokers email address?
What is Infofinder, AIM pop-up note, AIM F5, then MEMOR in ImageRight file tree.
What is the available date and task description when we set a folup task after processing a Direct Bill Notice of Cancellation?
What is 30 calendar days after NOC eff date and DB Brk Check Pymnt
I am who you forward emails that you receive in your personal email to.
Who is the Branch Point of Contact
What information do we enter into AIM when processing an NOC?
What is the NOC effective date, Requested by, the the Reason, and check box if nonpayment
What are the 3 other categories of processing that you will learn later?
What is Endorsements, Premium Finance, and Transportation
In AIM, where can the Branch Point of Contact's full name be found?
In AIM, we go to Submission - Edit - Submission