CUBS Basics
Statuses
PN Notes and CR
Documenting Accounts
Miscellaneous
100

How do you get into the tickler from the CMD prompt?

1 ENTER

100

What status means we have no phone numbers?

SKP

100

What do you need to do with a PN note after entering it into the notes section?

Add it to the important note lines.

100

What is the first step in documenting a debtor contact?

Talked to Debtor action code

100

What is the name of the Excel document you should have open at all times that has your action codes, compliance information, and etc.?

Agent Quick Guide

200
How do you pull up all of the notes on the account?

3 ENTER

200

What status means we have never spoken with the debtor?

ACT

200

What does the credit reporting statement CRPT:N: mean?

The account will not be credit reported out of our office.

200

Where do you go to update the date to work again if the debtor is requesting a call back on a particular date?

Tickler

200

What field on the collector screen represents the debtor's Progressive policy number?

CLIACT

300

How do you take a check payment in CUBS?

QC

300

What status means we have spoken with the debtor, but they are not discussing resolving the account?

GDN 

300

What is the proper PN note to enter when taking the balance in full in one transaction in exchange for a courtesy deletion?

PN:CLOSE AS PFD

300

Where do you change the desk number in CUBS?

9 screen

300

What CUBS screen should you use to view the Progressive policy details?

F34 Screen

400

How do you pull up the inquiry options menu?

= at ENTER ACCOUNT

400

What status means the debtor has filed for Bankruptcy?

ABP

400

What is the proper PN note when taking multiple payments for the balance in full in exchange for a courtesy deletion with a manager's approval?

PN:CLOSE AS PFD WHEN PIF

400

What action code will you use any time a debtor disagrees with or disputes the balance in any way?

143

400

How often does Caine and Weiner receive payment updates from Progressive?

Every day

500

What is the difference between an action code and a macro code?

Macro codes have commas- Enter them at the CMD. Action codes do not have commas- Enter them in the notes.
500

What are your 4 money wips?

PTP, PAY, HOT, BRK/NSF

500

What is the proper PN note for a settlement of $250.00 posting on today's date?

PN:CLOSE AS SIF FOR $250.00 BY 7/14/23

500

What macro code indicates a manager helped you on your call?

,323

500

What two Progressive insurance cancellation reasons may warrant asking a debtor to provide a copy of their declaration page for their new insurance company if they claim there was overlapping coverage?

Non Payment and Flat Cancel

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