Survey
Surplus Lines
Misc.
Lu Tang Day
100
When do you not assign a survey to the AAM when there are Yes answers?
When there is a Yes response to the question: Do you want to be contacted by your Service Representative.
100
What is our first step when we receive a Risco confirmation coverage bound in New Mail?
Reschedule to AM
100
Where would we look to confirm the insured location if on the Client Details tab is the mailing address. IE PO Box.?
1. Policy Details tab - Locations
2. Policy Summary page
3. Policy Declaration page
100
When processing a Survey, What do you do if there are not Yes answers or questions updated by insured?
Update any information needed and close task
200
What is needed to be corrected on the below screenshot for the Client Detail Screen
Website, Fax #, phone info would be nice to have Cell or Home
200
Who is responsible for updating the endorsement change information and invoice if applicable for a surplus lines endorsement?
AC/PLN
200
True or False. There is information updated for the insured home but we don't have their home policy. We still need to update Sagitta.
False
200
True or False. If there are no changes that need to be made on a survey, we just stamp and close.
False, we do need to update the "Info last verified" on the Client Details screen.
300
Where do you update Heat, Electric, Roof & Plumbing updates in Sagitta?
Policy line - Underwriting - Heating & renovations
300
Who is responsible for requesting a refund check for an Agency billed policy?
AE/AM
300
What is always updated on client Details tab even if no contact info update is needed?
Contact info last verified
300
Policy is paid and waiting for Reinstate notice. What do you annotate on the NP notice?
Amount and date it was paid
400
Where do you file a Survey in ImageRight
Perm file, UW doc, Surveys.
400
We receive a Surplus lines renewal or endorsement. What do we do with the invoice?
Send to accounting
400
When you receive a survey and you have email in the website location and additional cell phone # under fax #, what should you do?
Clean up information and update Contact tab.
400
Do you need to do anything when you have a Non Download company billed confirmation of cancellation?
Yes, you need to manually cancel and invoice the policy in sagitta.
500
In Sagitta, where would you update a "Battery Back-up generator" if noted on a survey
Policy line - Remarks and Attachments
500
What do we need to look for to determine if we need to mail a copy of the policy someone other than the insured?
Mortgage company and any additional insureds.
500
What is the form below and what needs to be done?
MA, 2A automobile form - means policy has been cancelled. This form is a rewrite within our agency from Commerce to Travelers
500
Who will complete any tasks for Non Download Company Billed renewals?
AAM