Your
If a broker is entering new business, what form code would they enter for the Canadian Crest Homeowners package?
09
How can a broker get access to our portals?
Their office manager needs to email new_travelers_access@travelers.com
What does DTD stand for?
Drivers Training Discount
A down payment for an Alberta auto policy came back NSF, what will happen?
The insured will get a D1 registered letter and given 32 days to make payment, there will also be a $30 NSF fee.
What is the website we provide when someone is looking for a quote to come to Travelers?
When would we email OTSSERR?
New business error escalations (we tried to resolve errors first can not figure out)
What is the PMS receipt transaction code 90 represent?
Cheque issued to the broker
What does a broker do if they need to backdate a cancellation more than 30 days?
Send in to policyservicecdn
What does bank code N11 represent?
Account Frozen
What does valued customer discount mean?
Credit consent
Name 3 BMS systems
Tam, Epic, Power Broker, sigXP, CIMdata, TBW
In PMS what screen do you go to check an alpha-numeric error code?
GTAM
What does the ANLE error mean?
Broker must leave the saddle and draft animals field blank.
How can you help with DISRN error code?
Advise the broker this code is not valid for Travelers, ask if they were looking to add the loyalty discount, if so to use DISVC
What does credit consent code "E" mean?
Signed form
Where does a broker send the credit consent form?
Iconsent@travelers.com
What screen in PMS will we find notes from the broker?
DURM
What is the finance fee on Ontario Property policies?
3% on all installments
Name two sections the broker has to complete in BMS because they can not be changed in the UI?
Discounts, Claims/Convictions
What is the most common reason for a premium quote difference?
Effective date with prior company
What Merchant ID code would you use in JPMC to search for a payment take in TCPS?
392292
What will you tell a broker if they are in Epic and getting the error DISAS?
University discount has to be removed from Epic and added after the policy comes over to our systems.
What policies need to be mailed for Ontario and Alberta and can only be single pay?
Tenants
What information can ISRs change in PMS on submitted policies?
CSDD
What does the code "CVR" stand for?
Covid credit-refunded