Renewal Workflow
What report do we order to view renewal increase?
What is (email My download reports 2) Managerial download and renewed shows renewal premium, prior premium and percent differences.
10%/$200 + renewal increase
“Blank” responsible for the gathering of information, the education to the client regarding coverages, and the ordering of the policy changes
What is the AAM/AM/AE
The Reason for cancellation is put where on the LPR?
What is "Other"
A confirmation of coverage bound is filed here
What is Policy Level - BINDER
To open a second View Pane in ImageRight, you would click on this.
What is "View in New Window (Edit in External app is also acceptable)
The timeframe to call the Client regarding the increase.
What is "call client by end of day"
This form should be completed fully to request a change
What is the PLchange request form.
PLN will file the confirmation of cancellation from the company here.
What is CANF - Final Cancellation
An endorsement request is filed here
What is:
The "Blank" is also required to be filed when we receive completed DocuSign forms
What is "certificate of Completion"
Report to order beginning of the month looking 60 days out.
What is the "expiration list"
The PLN will contact the AE/AM/AAM for what?
What is for Additional information and/or Clarification when needed.
The "blank" will send the Refund request for an Agency billed policy to Accounting.
What is the AE/AM
An endorsement downloaded from the company is filed here
What is : ENDT
You can create an ID card, LPR Etc. under what tab in Sagitta
What is "Forms"
Responsible for updating the renewal for Non-Download agency billed policies
What is the AM
These are filed in ImageRight when processing a change request
What are: PLChange request email/form, Summary, Confirmation and Endt conf letter to insd
When PLN receives a Non Renewal in ImageRight, the PLN will..
What is:
An inspection is filed here
What is Permanent file - UW documents - Inspections
We input the BOR dates in Sagitta here
What is the Policy Details screen - scroll down to BOR and input dates.
If we are moving the coverage from one company to another and the policy already renewed in Sagitta, this option is used.
What is "Rewrite"
This should be completed in Sagitta for an Endorsement request
What is "Create an Endorsement Line"
Once signed LPR is received, this is the procedure to have the cancellation request processed
A renewal quote for the current policy is filed here
What is: Policy Level - Working Renewal - Renl Quote
This is how you close a task
What is - Click Set Task Attributes - drop down, end task