Quotables (what role would say this)
"I worked up some Quotes and spoke with the Agent about each"
What is a BDU?
Branch name and Agency Name can both be found in this table
What is the Organization table?
This key from the Submission table can be used to join to the Agency table
What is agency_id?
These two columns in the Submission table are for some reason always a day ahead
What are the Effective_date and Expiration_date columns?
By this method, you could tell if a submission is new business or a renewal
2. What is a case statement checking for a 0 or 1 in the transaction_type column of the Submission table?
"I worked up the submission and its ready for underwriting"
What is an Underwriting Technician?
Insured Name can be found in this table.
What is the Insured table?
This key from the Submission table can be used to join to the Quote table
What is ID?
These two tables are limited to 2 years of data due to loading time restraints.
What are the Activity_Event and FormField tables?
Using this formula, you can provide the Quote Ratio of an individual or an agency.
"I work mostly with renewals and communicate with agents after a policy is bound"
What is an Underwriting Assistant?
To find the time stamp of when any action was performed in SNAP, you'd go to this table.
What is Activity_Event?
You would use this column to join to the Person table find the BDU's name of a Submission.
What is the responsible_underwriter_id column?
This table holds a lot of information but you'll need to parse most of it out of an xml field called note.
What is activity_event?
Going one more level deep after the Quote Ratio, this formula would give you the Quote to Bind ratio.
What is Bound Count / Quoted Count?
"I am one of the only roles that can approve the creation of a custom claim detail reports"
What is a Regional Manager?
This table and column is generally considered to be the most accepted Premium value if only using SNAP.
These two tables can join to each other using the same column named ID
What are the Person and Users tables?
This commonly asked for field is present in multiple form_fields and must be parsed from most.
What is governing state or governing class code?
Using this formula, you can derive the loss ratio.
What is Earned Premium / Incurred Loss?
"I work with two BDU's to help quote and manage their books of business"
What is an Associate Underwriter?
While form_field name gives you the database name for a value, it might be easier to get the UI name from this table.
What is UIForm_Field?
The form table joins to form_field to provide a lot of information based on which of these four tables form can join to.
What are Submission, Quote, Policy_Change and Underwriting_Organization?
While the assigned_role table has an ID, it doesn't seem to join to anything. To actually relate it to another table, one would have to substring this field.
What is the recipient_id column?
There are many different flavors of this formula but this one (Claim-related Losses + Expenses) / Earned Premium) had historically determined your 401k match at ICW.
What is Combined Ratio?