Team Members
Savannah has how many children
How many steps are there in Labeling a document?
Four Steps
When dragging and dropping a document or email to Epic – what Folder should you always pick?
Personal Lines Document Folder
Where is Caludia Wiacek Located? AND
What Agency did she come from?
-Buffalo
-Youngers
When removing a vehicle what document are we looking for?
FS6
What position did Maria come from before PL Assist?
Agency Operations Front Desk
Give 3 reasons why is labelling important:
-Maintain Efficiency and accuracy
-less errors,
-easier to find documents
-Supports Audit requirements
- Continuous Improvement and professionalism
If the current Auto term has a CHGR on it and the Auto renewal is out in Epic – do, we endorse both terms or just the current term?
Both Terms- Current and Renewal
If Caludia Wiacek is unavailable to take a call and the insured does not want voicemail- who do you are warm transfer the call to:
Delores Faulks
What document do we look for to apply for a good student discount?
Do we need to send the item into the carrier or attach it to the change?
Why?
-Report Card OR transcribe of college grads
- Yes, if you are unable to attach it to the change- you should always email it into the carrier.
-They won't give the discount without proof.
How many grandbabies does Kim Lawson Have?
Four Grand kids
Give an example of how to label a payment confirmation
1: Who called in/walked in
2: How much did they pay?
3: Confirmation # if you have it
If the Vehicle change form is replacement plates and the carrier is NYCM and they have an umbrella policy. Do we endorse the umbrella policy in Epic?
YES
What if both Caludia and Delores are not available to take a call- then who do you send the call to?
What is the Extension number?
-Buffalo Service transfer line.
- 985155
A CHGR is informing you to remove the collision on a 2017 Subaru. What do we look for next before we make the change?
-The lien release OR an email from the insured stating the loan has been satisfied on the certain vehicle
Leslie used to be on the "What" back in the day
Radio
You are unable to make the change online due to the backdating of the change below:
The change is: "EFF 12-15-2025 please amend the deducible on the collision only to $1,000 please".
When you attach the email change to Epic, how do I label the email? Hint there are 4 steps now.
1: Effective date
2: LOB-Line of Business
3: Emailed NYCM
4: to update collision deducible
If the Vehicle change form states it's replacement plates and the carrier is NYCM and they have an umbrella, what do you do next?
-Endorse the umbrella line, write a note in the CHGR- carrier goes by numbers, close activity
-Click on umbrella policy line and Click Actions, issue/not issue endorsement, click not issue)
Where is Carly LaFrance located?
What Agency did she come from?
-North Country
-Maguire
What documentation do we need on file to make the change when a son moves off his mom’s Auto policy to his own Auto Policy but still lives in the household?
ID card in his name
Where does Amy and Christine Work out of? And what town?
Both at home
Amy: Heuvelton
Christine: Marcellus
Name all the steps in labeling a document and give me an example of labeling a document
1: EFF date
2: LOB
3: What is the document
4: Reason Why
EFF 03-02-2026 Home END DEC- replaced mortgage
Why does endorsing all umbrella policies matter?
Gives the advisors/ Assistants a story line what happened through-out the term
Who is the back-up for PA?
-Tammy S,
-Debbie B and
-Teya Cooper
Son lives with Mom and dad. Son has his own auto policy. Mom and Dad have an umbrella policy. Is the son and vehicle covered under mom and dad's umbrella policy?
The son and his vehicle qualify to be on Mom and Dad's umbrella policy because the garaging address is mom and dad’s home policy.