New business billing
Policy effective Feb 14 with a CSDD of the 14th. What is the first and last debit month?
January-December
What are two types of policies that cannot be reviewed in Broker Portal?
ABP
AVT
PUL
When a policy is CP - Cancellation Pending, can the insured pay on the date of the cancellation?
No - payment must be received before the cancellation date.
What does NN559 represent?
Cancelled policy
What does N01 represent?
NSF
For PMS one pay how many days until the policy would cancel due to non payment?
62 days
How many days in advance is a notice sent to the policyholder for a 2nd or 3rd instalment on 3 pay?
30
What code indicates an internal cancellation?
PNR
What does NN557 represent?
Agency is closed.
Can a broker updated bank account information?
Yes - in Broker Portal for PI and some BI policies
Policy effective April 8, CSDD is the 25th. What is the first debit month?
February
What does NT code 4 represent?
Rescind Notice
What code indicates a lapse due to non payment on a renewal?
PSD
What does NN551 represent?
Active policy.
What email address will a broker send new banking information to if they don't have access to Broker Portal?
AINQ for both PI and BI policies
What email address does the broker use to have the CSDD amended?
AINQ - excluding Alberta PI Auto
How many days in advance are renewals issued in PMS?
45
What code indicates cancellation short rate insureds request?
SIO
What is the AT code for an additional premium policy change?
12
Can an insured have their CSDD changed at anytime on their policy?
No - only on the renewal date.
What code for PMS monthly payments indicates the new business debits?
10
What code, on the PIDB screen, is used in PMS to indicate it is a renewal?
11
What code indicates the policy canceled prorata insured request?
PIO
What is the AT code for a return/credit policy change?
22
What day will any past due monthly withdrawals be taken?
Monday