Control Page
Manual Issue
What is a declaration that has more than 9 AI, dropped endorsements, dropped discounts, long name AI/Insured.
Underwriting Notes items
What is number of additional insureds, dropped endorsement codes, other lines of business connected to the policy.
Agent information
What is all the information to contact the agent or find the underwriter using the agent code.
Payment History
What is where to find payments recorded by the agent and received by the Home Office; not definitive, confirm with accounting for duplicate payments. Also, where to find refunds issued.
Plan
What is the type of payment plan for the policy.
Accounting Code
What is select no lengthen/shorten most times
Notify if Lapse
What is an indicator that should tell you that there is another policy attached to the current policy.
Tier Code
What is the number needed on FO-3 policies under the policy information.
Unprocessed Premium
What is the place to confirm money on the policy for new business and policy changes.
Other Coverages Section
What is where to find add or remove endorsements from the policy
Manually Enter Premium
What is select to enter a premium or rate amount on another page in the policy.
Short and sweet
What is the amount of verbage to include in the Underwriting notes.
Coverage and Rating
What is where to find the needed information to calculate a dropped discount.
Correspondence
What is where to find declarations, letters, policy changes, billing history.
Named Insureds
What is the legal policy owner and where to find the complete name of the legal policy owner.
Rating Code
What is select automatic for billing errors, select manual for policies needing manual rating.
Miscellaneous Change
What is the path to open the Underwrite page if no other change needs to be made in the policy.
Additional Interest
What is the display of only 4 additional insured.
Effective date/expiration date
What is information necessary when reinstating a policy.
Named Insured Information
What is where to confirm address changes.
Date and Time
What is the exact date and time of a policy change; if you aren't sure contact the agent or underwriter
Delete Underwriting Notes
What is only delete additional insureds when they are removed; do not delete underwriter's notes.
Endorsements
What is the section of the summary page to see dropped endorsements while in a change-change.
Change History
What is the diary of the occurrences in a policy.
Additional Interest List
What is a limited and sometimes incomplete list of additional insureds for the policy.