Sagitta
PER Personal is listed under which Category
What is Category 1
The Workflow and step used for quoting a new customer. (IE information gathered but waiting to quote)
What is PER New Business - Step: NEW Quote.
Information you would obtain when gathering information.
What is: NB check list, Prior policy Decs, Property card.
The first company we work with for surplus lines is
What is RISCO
Minimum Liability limit is
What is $500,000
The Sagitta code is created by using
What is 5 of last name 3 of first
All quotes should be filed under the "Quotes" by using
What is Stack filing
A new business quote is presented to the customer by using
What is a Wrap/Proposal
This is needed prior to requesting coverage to be issued
What is the signed paperwork and Payment.
Minimum Deductible for a Condo policy is
What is $500.00
Input for the "Source"
What is the person who referred the business
3 options to update notes are
What are 1. File notes, 2. Folder notes 3. Note pad
This is sent when a client declines the quotes
What is a "closing letter"
The agent (blank) have binding authority with surplus lines
What is does not have
Minimum Liability/Property Damage limit for automobile is
What is $100/$300/$100 or CSL $300,000
Next step after completing the Client Detail screen.
What is Input Contact information under the Contacts Tab
The path to file a bind request is
What is Marketing - New Business - LOB - Bind Request
Is it true we use the effective date of the BOR as the policy effective date.
What is False.
The policy is mailed to the client by
What is the support staff
Condo Loss Assessment coverage minimum limit is
What is $50,000
The first "Contact Type" that must be updated.
What is "Salutation"
How do you close a task
What is "Set Task Attributes" / end Task
Non downloaded new business policies are updated and invoiced by
What is the AM/AE
Either a (blank) signature or (blank) signature is required on the paperwork
What is a "Wet" signature or "DocuSign" signature
A required Signed Rejection form is needed for what coverage
What is Flood