Apps
Issued revised app incorrectly
Issuing a duplicate app
What is Duplicate/ Revised Application?
How many months of previous coverage is required?
6 months
What are the requirements of acceptable photo of selection/rejection form?
Captures all sides of the form.
All form pages are photographed & submitted for multiple page forms
All information is filled out & visible
The photo is high enough quality and legible
Did not write out when should have
Incorrect letter/macro sent
Wrote out and should not have
What is Memo Error?
Any error related to discounts or surcharges
Missing applicable notes
What is Discount/ Surcharges?
Adam related errors
Did not properly add/edit/remove/assign/link drivers as needed
Did not properly merge/split household as needed
Groupings related errors
What is HH/ Driver Updates?
Any errors related to selection/rejection forms
Did not request doc correctly (including any pends and policy/HH notes)
Did not review/process the doc correctly (including any pends and policy/HH notes)
Form was incorrect/incomplete and a new one not requested
What is Supporting Documentation?
All processing errors not otherwise indicated in another PFL category
Did not enter proper Policy Note, Household Note, or F6 note
Pend/Review deleted or not worked to completion
Standard Work not followed
What is Processing Error?
ADV/System Message not addressed
Application/PT not worked to completion
Second/multiple day entry not processed
What is Application/ PT Not Worked to Completion?
Did not correctly handle a 1970 (or 1980) & Prior vehicle
Did not follow up for correct information / Wrote out for veh info when not needed
Error in processing a miscellaneous/recreational vehicle (i.e. motorhome, trailer, 4 wheeler, etc.)
Incorrect vehicle/property characteristics
Incorrect VIN, GRG/DRG/etc., MSRP, manufacturer code, body style, etc.
What is Vehicle Error?
All Driver Exclusion entry errors
Failed to include/remove an applicable endorsement
Incorrect endorsement entered
Typing error on endorsement
What is Endorsement?
Any item related to Combine processing on multi-car policy
Any item related to Release of Credits (ROC) processing on multi-car & single car policies
Any item related to Split processing on multi-car policy
What is ROC/ Split/ Combine?
Didn't Route when should have
Routed to wrong job function/team/queue
Routed when should have retained
What is Routing Error?