ConnecZ
Where are the change requests aka NECHO pts held
F10
What is the status of a pt change?
Service
Check LOC to see if the change is in queue; Chck F10 to see if the change has been received and review for DEIA notes
ATM wants to know if there have been any recent rate revisions
Go to Rate Manual to review for any recent rate revisions.
For a Georgia Private Passenger Policy: What position holds the MLD?
7th position Class Code
Code Manual> Class Code>Private Passenger Class Codes> Georgia
What screen shows pends on a policy?
PMR>F4
Pt came in to change a business name insured to another business name, has an ROC and the date is open
Underwriter
BL Routing Guidelines pg6; we will need to have an underwriter review the change
Agent would like to know if the policy qualifies for Multicar Discount
Go to Auto Answers to review the qualifications
Auto Answers> Discounts> Multicar> Qualifications
Kansas: What is the county code for Clark County?
013
Code Manual>City/County Codes> Kansas
Where do you find the billing and transaction history for a policy?
Premium History Screen or F6
Why did the policy issue higher than the app?
Service
SW> Billing> Earned Premium, Premium Changes, Premium Breakdown, or other Premium History Inquiries
ATM is needing to know if a cancellation notice was sent.
Review the HN/PN for notations of letter being sent. Check F10 for letter.
Utah: Commercial vehicles can have Car Rental and Travel Expense coverage
False
Code Manual>SFM and SFF&C Coverage Codes>Utah> Car Rental and Travel Expense pg 7
Where can I go to tell if there is a transaction processing?
LOC
A change of address fell out of queue and not processed. The requested effective is 12/13/24. You check SS and see the date has a status 24.
Case for Complex
Blocked Dates
SW>Changes Incorrectly processed>If processed incorrectly by BLRC>If date is blocked
ATM is requesting a copy of the declarations page, and it is not available in the Document Center
Standard Work-Control D
SW>Resource and Resolution> Policy Documents>Inquiries requesting policy documents (Declarations Page, policy copy, copy of refund check, etc.)
What is an error 40D and who handles it?
BILLING SUSPENDED- RENEWAL MUST BE X-RATED WITH NEW TERM PREMIUM
Complex
Code Manual> Errors and Review codes 000-98Z> 400-40Z
What screen in ConnecZ shows me the issued CRI of the policy?
Rate Screen
*You can also see the previous CRI ratings by going to EOT> PRH
ATM wants to see if a Standard rated policy can be rated in Mutual
Underwriter
SW> Eligibility> Standard to Mutual
ATM is requesting a loss history letter, experience letter or proof of insurance letter.
Direct customer to complete the request form found on the P&C Underwriting Request (PCUR) tool (ABS > Business Lines > Tools > P&C Underwriting Request link)
per Standard Work
Iowa: Which class position holds the Accident-Free Discount?
5th position
Code Manual> Private Passenger Class Codes> Iowa