Processes
You pull a PT/system error that references agent expense. Where do we route this item?
1TBL
What is the name change declination process? What document would you review?
1. Get a new policy number. Build new business screens (COPYING PT POLICY) with declined name & pend.
2. Send UW the new policy number.
3. Once UW sends back the transaction, process an ep decline using the coverage cease date.
Review: 'Name-Legal Entity Changes' word doc
How do we apply theft deletion if the insured marked YES on the app?
We mark "Y" on the app entry on the CME5 screen.
Review: OG 105-20-28-IF-Comm_Lines_CMP_Program – page 123
How do we fix this error?
MMB2400-003:
THIS YEARS PREMIUM EXCEEDS LAST YEARS PREMIUM BY 60 PERCENT, REVIEW FOR PREMIUM COMPARISON, USE SUPPRESS CODE PC IF PREMIUM IS CORRECT.
Review the policy and add suppress PC to reenter.
We are attempting to remove wind hail deductible on a policy. Based on this error & screenshot, what is the solution?
Remove the form associated with wind hail ded & also remove the extra comma.
You have a request to update MMUD from 32 units to 172 units in MI eff 8/1/24. What should your stat change line entry look like?
AG ACC,0172,MMUD,12
(order does not matter)
Underwriting gave approval to add Blanket coverage to a policy. This coverage is not listed and has to be added to the policy for the first time. Which resource would you use to make the entry to add this line of coverage?
See Job Aid
Policy Changes – Adding Coverage for the First Time Job Aid (sfcollab.org)
Underwriting advised to add this company as an MTG.
Without looking at a specific PT, spot the errors in this entry.
1. Too many spaces after the ampersand.
2. Company is misspelled.
3.Type should be "MTG"
True or false: it is within our authority to add endorsement without sending to UW first.
False! Please review your USA Authority.
You're working a new business app and you see this in the notes. What is that basically telling you?
withdraw app & submit a SFPP division request form if applicable.
You have a PT to change the deductible from $1k to $5k effective 9/1/24. The policy effective date is also 9/1/24. Are you able to process this entry?
If the policy has reached the maximum of 20% credit, then yes. Ok to process.
If the policy has NOT reached the maximum of 20% credit, then refer to Underwriting for approval to recalculate the CERP percentage.
Review: USA Authority
What would your entry look like when adding Mine Sub? What job aid would we review?
Review the Mine Subsidence Job Aid
Also note: it should go on every location just like building ordinance or law.
You received this error that suggests we bill for earned premium. After reviewing this screenshot, what entry, or action should be taken.
Policy has been reinstated with TOOF, the error should be deleted.
True or false: when doing rewrites, we don't add the sfpp number, GFUs, xref numbers or AI forms since it will happen with the rewrite.
False! All policy info has to be applied to the rewritten policy including sfpp number, GFUs, xref numbers, AIs, & all applicable forms.
Review: Rewrites - Non-Auditable Job Aid
You're working on a new business app and UW let you know they're rejecting mine sub. What would your entry look like?
WE TYPE "XMS" IN THE UND LTR FIELD ON THE NOTE SCREEN
This policy currently has 525,000 in coverage A. There's a PT submitted to update the coverage to 635,000. Explain step by step how you would handle this case.
Check single process/USA authority, determine if increase is more than 20%. If more than 20%, rout to underwriting. If not over 20%, ok to process.
You've been given approval to add 15% earthquake coverage to a policy, but unsure how to code the deductible for that amount. Which resource would you use to figure out how to process this?
See Fire Stat Code Manual for coding, then job aid for entry example)
Enterprise Sharing - Fire Stat Code Manual (sfcollab.org)
Policy Changes – Adding Coverage for the First Time Job Aid (sfcollab.org)
Review: Additional Change Samples Job Aid
You received this error that suggests we bill for earned premium. After reviewing this screenshot, what entry, or action should be taken.
This policy has already billed for earned premium.
The next thing to do is to send to UNDR to address the x-ref error.
True or false: locations & AIs can be added on CLUP policies.
False! The only thing that could be added are endorsement forms such as CU-2315/2316 that need VF screens.
We received a billing error for a policy that has an effective date 10/12/24. Based on this screenshot, is the delay date correct? If not, what should the correct date be?
Correct date: 8/14/24
UW wants you to change a non-bind declined app to an ep declined app, how do you do that?
DAY 1: issue as NEW (suppress D, so no docs go out)
DAY 2: CCP eff the coverage cease date
What is the multi status segment process? What job aid would we review?
Review: Multiple Status Segment Endorsement Non-Auditable & Auditable Policies Job Aid
Review the FYI in OneNote for the chart & steps
Please do not forget to add suppress 2,4!
You're processing PT's and you pull this cash error. After reviewing the PICC screen, what entry should be made to apply this cash. (Assume this is new business)
Full amount should be entered at the top of the cash screen, both amounts/payments should be listed exactly as they were received. (Add cash for each payment submitted.)
Review: Error Review and Resolution Job Aid
How do we fix this error?
MNS7400-036:
THEFT DELETION FORM PRESENT - REQUIRES SUBCODE OF T, E, S, 1, OR 3 ON PP LINES OR T ON PO LINES. REVIEW AND REENTER.
Its saying that there is a theft deletion form present on either the PP line or PO line. Your renewal entry needs to include you putting a / on the PO line. It would be PO on the specific coverage line and a backslash (/) on the subcode line. More than likely someone entered a PCC to change the PP line to an R which is now removing theft deletion so it can’t be on the PO line anymore either.
You receive a PT to update the name on a policy. It's a long name and it requires you to update the MSCH screen. True or false: we are supposed to utilize the full line field even if it ends in the middle of the word and continue on the next line.
TRUE! Please make sure you're using all of the line, unless a space is needed to separate words. The printing on the dec pages will be off without doing that.
Review: og105-20-19-IF-Comm_Lines_-_Misc_Schedule