CMT/CGT
Carrier Solutions, Return Premium, and Carrier Services
What are the three CMT segments?
An insurance company
What is a Carrier?
Documents that show the breakdown of commissions earned for policies sold
What are commission statements?
A nickname for HubUS.DBStatements@hubinternational.com
What is the DB Inbox?
An excel spreadsheet containing carrier login information.
What is the Carrier Reference Sheet (CRS)?
This team supports Direct Bill by obtaining and locating important commission statement details.
What is Carrier Solutions?
A HUB office, respresented by three letters
What is an agency?
Client, Policy #, Commission Total, and Statement Date
What are the 4 key details needed to process a Direct Bill commission payment?
A shared folder where commission statements, remittances, and emails are saved.
What is the M-Drive?
An app on a cell phone, text/call to a cell phone, call to an office phone, an email sent
What are MFA types?
This segment supports Premium Payables by indexing agency bill invoices to ImageRight
What is Carrier Services (Pindexing)?
An individual seeking insurance.
What is a Client?
A dollar amount that a carrier is either charging or withholding from HUB.
What is a previous balance?
A naming convention for a comission statement saved in the M-Drive containing multiple commission totals
What is
Carrier Name_$Multiple_Date_Initials?
A cybersecurity platform that securely stores and encrypts passwords, credentials, and sensitive data.
What is Keeper?
Phillip Hattar, Brittany Lovell, Alexis Prieto, Nancy Barrera, Christian Mazari, Krystal Connie Flores
Who is Carrier Solutions Leadership?
A unique identifier that a carrier assigns to a broker
What is Agent Code, Broker Code, Producer Code...?
Excel
What is Direct Bill's preferred commission statement format?
Main inbox for commission statements and broker portal creation.
What is the DB inbox?
Username, Agent Code, Website Navigation, Admin, Notes
What information is stored on the CRS?
Victor Bernal, Cristina Leal, Derrek Hoelscher, Gianluca Rossato, Matthew Thompson
Who is CGT Leadership?
A licensed professional who represents the client and shops the insurance market on their behalf to find the best coverage at the best price.
What is a Broker?
A payment made on a consistent basis, of the same amount.
What are reoccuring payments?
Main inbox for premium invoices.
What is the AB inbox?
This department manages the CRS and Keeper and is the only team authorized to make changes to carrier login passwords.
Who is the Carrier Governance Team (CGT)?