Sagitta
PER Personal is listed under which field
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 data for property.
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 for property
What is $500,000
The Sagitta client 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 on renewal.
What is the signed affidavit and application.
Minimum Deductible for a Condo policy is
What is $500.00
Input for the "Source"
Who is the person that referred the business
3 options to document 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 can sign an affidavit using these methods.
What is docusign, adobe or wet signature?
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 when coverage bound is confirmed.
What is PER - Binding, Step - Policy Pending/Download
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
Agency billed new business policies are updated and invoiced by
What is the AM/AE
This invoice should never be sent to a client.
What is the Broker Invoice?
A required Signed Rejection form is needed for what coverage
What is Flood