QUALITY CONTROL BASICS
THIS IS WHERE THE QUALITY CONTROL PROCESS BEGINS.
WHAT IS THE DISCOVERY CALL
WHAT IS CARRIER SYSTEM
THE BIND MEMO SERVES AS A PLACEHOLDER FOR INFORMATION DISCUSSED WITH THE CLIENT THAT MAY NOT APPEAR ON THESE
WHAT ARE POLICY DOCUMENTS/APPLICATION
A QC ANALYST LOOKS FOR COMPLETENESS ACCURACY COMPLIANCE WITH EVERTREE STANDARDS AND THESE POTENTIAL ISSUES.
WHAT ARE GAPS IN COVERAGE
THIS RESOURCE CONTAINS INFORMATION ON CARRIER REQUIREMENTS, STANDARD COVERAGES, SOPS, UW GUIDES, AND QC PROCEDURES AND REQUIREMENTS.
WHAT IS THE CHEESE BOARD
QC REVIEWS THE SALESFORCE RECORD, CARRIER WEBSITE AND THIS AGENT FILLED IN NOTE FOR ACCURACY AND COMPLETION.
WHAT IS THE BIND MEMO
AFTER BINDING A POLICY IN SALESFORCE THE SALES AGENT HAS THIS MANT BUSINESS DAYS TO GET IT INTO SALESFORCE AND SUBMITTED TO QC
WHAT IS 2 BUSINESS DAYS
THE BIND MEMO SHOULD DOCUMENT COVERAGES THAT WERE DISCUSSED AND AGREED TO, AS WELL AS COVERAGES THAT WERE LOWERED, RAISED, OR THIS.
WHAT IS REJECTED
WHEN QC FINDS AN ERROR OR INCONSISTENCY THE AGENT RECEIVES THIS TYPE OF TASK.
WHAT IS A MAJOR KICKBACK TASK
WHEN RESUBMITTING A KICKBACK AGENTS SHOULD USE THIS SECTION TO NOTATION CORRECTIONS OR CHANGES IF NEEDED.
WHAT IS THE BIND MEMO RESPONSE
QC HELPS TO INDENTIFY ERRORS TO ENSURE THESE TWO THINGS ARE MET FOR THE CLIENT.
WHAT ARE THE CLIENTS NEEDS AND EXPECTATIONS
WHAT FOUR AREAS IN SALESFORCE NEED TO BE COMPLETED BEFORE SUBMITTING A POLICY TO QC.
WHAT ARE THE ACCOUNT LEVEL, POLICY LEVEL, BIND MEMO, REQUIRED ATTACHMENTS
AGENTS SHOULD THINK OF THE BIND MEMO AS THIS TYPE OF DOCUMENT BECAUSE IT COULD POTENTIONALLY BE USED IN COURT.
WHAT IS LEGAL DOCUMENT
WHEN WORKING/WAITING ON THE CARRIER OR THE CLIENT TO CORRECT A KICKBACK AGENTS SHOULD UPDATE THIS WITH DATES AND NOTES ESPECIALLY IF THE KICKBACK IS OLDER THAN 3 DAYS.
WHAT IS THE KICKBACK TASK.
ONE OF THE REASONS QC EXISTS IS TO HELP PROTECT EVERTREE FROM THIS POTENTIAL LEGAL EXPOSURE.
WHAT IS E&O EXPOSURE
AT THE ACCOUNT LEVEL THE AGENTS ARE REQUIRED TO ENTER THESE TWO TYPES OF PERSONAL IDENTIFICATION INDFORMATION FOR NAMED INSUREDS (IF GIVEN)
WHAT ARE DOB, SSN, DRIVERS LICENSE NUMBER AND STATE
THIS IS THE GENERAL RULE WHEN COMPLETING A BIND MEMO: THE MORE INFORMATION YOU PROVIDE, THE FEWER OF THESE QC WILL HAVE
WHAT ARE QUESTIONS/KICKBACKS
AN AGENT HAS THIS MANY BUSINESS DAYS TO ADDRESS A FIRST KICKBACK.
WHAT ARE 3 BUSINESS DAYS
THIS REPORT IS SENT OUT EVERY DAY ALONG WITH THE TRAILING DOC REPORT.
WHAT IS THE KICKBACK REPORT
NAME FOUR AREAS AT EVERTREE THAT BENEFIT FROM QC LISTED IN THE PRESENTATION.
WHAT ARE EVERTREE, SALES AGENTS, SERVICE, CLAIMS, MARKETING, BUSINESS DEVELOPMENT (ANY 4)
AT THE POLICY LEVEL AGENTS NEED TO MAKE SURE ALL FIELDS ARE PROPERLY FILLED OUT, THE BIND MEMO IS COMPLETED AND THIS IS ATTACHED.
GIVE TWO EXAMPLES OF INFORMATION THAT BELONGS IN THE BIND MEMO BECAUSE IT MAY NOT BE SHOWN ON THE POLICY DOCUMENTATION
IF A POLICY RECIEVES A KICKBACK AND ITS NOT ADDRESSED OR NOTATED WITHIN THE 3 BUSINESS DAYS IT IS AUTOMATICALLY REASSIGNED TO THIS PERSON AND THE AGENT LOSES THE COMMISSION.
WHO IS THE TEAM LEAD/MANAGER
ITS ALWAYS IMPORTANT TO CHECK THE KICKBACK REPORT BECAUSE IF YOUR POLICY IS ON IT THAT MEANS YOU HAVE NOT DONE WHAT AND THE BALL IS STILL IN YOUR COURT.
WHAT IS RESUBMITTED TO QC.