SWP
If the agency requests a copy of the Vendor Audit Report, what do we need to look for?
**Bonus: If there is SPI on the document what do we do?
Audit Release Authorization Form
Bonus: Reassign the case to BLRC-Fire-Audit-Redact
What is the description for class code 8832 01?
**Double Bonus: What resources can we use to verify the class code description?
Physician & Clerical
**Double Bonus: The imaged dec page and the WC Description Table
What resource would we use to quote adding an additional $34000 in payroll effective 11/24/25?
Bonus: What effective date would we use?
Prorata Calculator and the WC payroll JA (page 7 & 8)
Bonus: 08/08/2025
What class code is on line 4 and what resource did you use?
The Short Rate Penalty Fee is rarely waved, what would qualify for waiving the fee?
Insured is deceased
Insured closed or sold business
If Sedgwick calls regarding policy information or information on the policyholder, what do we do?
Advise the vendor to email home.clms-wc email in swp.
What field would we need to enter in a quote entry for this policy and what description is in that field?
Nature of Employer, for this policy the description is Financial Advice
What are the employer's liability amounts that can be quoted on this policy?
Bonus: What is the primary class code and it's description?
500K across the board, 1 Million across the board
Bonus: 8010 50 - Bicycles - Retail Sale or Rental - Including Repair.
If the agency has competitive concerns in general, not including policy or client specifics inquiries.
Reassign case to OS Underwriting
What is the Audit Noncompliance Fee on this policy?
Where did you locate this mandatory endorsement?
Multiplier of 3 times the estimated premium
Dec page - page 5 of 7 in Seit.
If the caller indicates the classification or payroll is incorrect after an audit, what do we do?
**Bonus: how doe the agency file a dispute?
Advise that an audit dispute should be submitted with documentation for underwriting review.
**Bonus: Through the P&C underwriting request link, BLRC UW maybe able to assist if the tool will not work.
What does the officers coding on this policy indicate?
Bonus: What would the opposing coding be?
Included
Bonus: XN01 for Excluded from payroll
If the agency calls for a quote on a policy that begins with an M- what do we do?
Advise the agency to submit a Request a Quote to have the MSWC quoted
What is the policy booklet number for WC policies
FP 8100.3
Looks like the audit was processed 01/31/2025, where would we locate the PAS?
**Bonus: what was the payroll and rate before the audit processed?
Control D using 01/31/2025 to 02/03/2025 date range
**Bonus: Aud F20 screen reflects $126562 with a rate of .060 for the primary class code
If the customer requests that a 3rd party complete the audit, what do we do?
**Bonus: What is the assignment group that we reassign the case to?
Reassign the case to Auditable Production Underwriting.
**Bonus: BL-Audit-FUND
Where do we locate the agent code for WI and what is the code?
MSCH screen
If the agency needed to quote a Single State WC app, where would we direct them?
ABS->Quote Tool-> WC link may need to connect the ao with UW
**AO may need to speak to UW if trying to quote a MSWC app
Can payroll be added to this policy?
Bonus: What is the current coverage amount?
No it is a nanny policy, based on people with no audit.
Bonus: 1 employee
On the name screen - the ao message indicates Split Liability limits- where can we locate the coverage dates & employers liability for the split. Also what does this mean for the audit?
MSCH screen and would require a manual audit for split liability limits.
If the policy has Waivers of Subrogation, but the agency requests a coverage summary for the insured - what do we do?
**Bonus: If the policy has no WOS, where can we locate the coverage summary?
Send the case to BLSU so USU can type the coverage summary and mail to the insured.
**Bonus: Seit
How many Risks are on the policy?
**Bonus: What is the charge for 1 million Employers Liability in NY?
5 risk descriptions - may need to send to production to verify the coverages on the policy, but can review the PAs, vendor report, and for dec pages in Seit
**Bonus: no charge - Employer's Liability Increased Limits page
If the inception date is no longer on the policy, but the agency is requesting a quote - what do we do?
Advise the agency to submit a Request a Quote email.
The audit was processed 9/12/2025, where can we locate the PAS?
Bonus: If the PAS is missing, what do we do?
Should be in Seit, has to be manually typed.
Bonus: Contact RG in Pal - if the state is an escalation state we would send a case for a RUSH typing request to the escalation queue. If it is a Liep state- we liep to production through RG.
What was the payroll before the cta/prior term audit entry?
Bonus: If the policy is on a billing account, what happens with premium changes on the current term?
30K aud F20 screen
Bonus: The charge or refund for the current term is billed or refunded to the billing account, the prior term charge/refund is billed/sent to the insured on the expired policy.