Binds
Issuing bind requests within how many hours is the CSU department goal?
24 hours
Where can the RX template be found?
Sharepoint
What forms do you need to complete a bind?
TRIA (if rejecting) and Affidavits
What is Esteem used for?
Creating and issuing quotes
What does RMF stand for?
Rate Modification Factor
What is TRIA?
Terrorism Risk Insurance Act
How do you know how much to increase the premium on a renewal you are quoting?
Look at the Territory Info tab on the team RX spreadsheet
How many blank spots are there for declining carriers on an affidavit?
Three
What is EDM used for?
Documenting and file management
Increase a 1.4 RMF by 5%
1.47
What document displays all of the UWAs and the state they work in?
Master Territory List
Where is the expiring premium found?
On the quote summary screen or on the expiring Binder Letter/Policy.
When do you need the TRIA form signed?
At the time of binding for NB and every RX (if declining)
What is BMS used for?
Managing your work tasks
Increase a 3.7 RMF by 12%
4.144
What does PPF stand for?
Payment Plan Factor
Where do you find the UW folders that house each RX spreadsheet?
In the UW Folder on Sharepoint
What do you do if the affidavit is not filled out correctly?
Send it back to the agent for corrections.
What system can you use to pull CSU loss runs?
Report Viewer
Increase a $2,500 expiring premium by 7%
$2,675
What are the four Direct Bill options CSU offers?
Annual, Semi-Annual, Quarterly, 25/9
What does SBU stand for?
Small Business Underwriter
When is the TRIA form needed for CSR Excess policies?
It is always needed regardless of if they are accepting or rejecting.
Where can you find a copy of a specific form?
CinciSource
Target premium is $10,000. The system rates it at $8,000. What is your RMF?
1.25