Auditable Policy Docs
If there was a manual audit processed on a policy, but the PAS does not match the policy screens or the typing request. It appears to contain typing errors, what do we do?
Reassign the OSC case as a RUSH to USU.
*Bonus: What is the assignment group the case is assigned to?
If the agent requests a Rush to a policy request that qualifies as a Rush, other than reaching out in Pal Chat for review, what do we do?
Reassign the case to RG as a LIEP, RG may LIEP to Production.
In the Pal Template, what information should you fill out before submitting the inquiry?
Alias
Policy # and ofc
Question
Resources viewed
After typing additional insured forms for a RUSH request & emailing the agency the documents, what do we do?
Fax Image the typed forms
Bonus: True or False
We do need to image typed documents for existing additional insureds.
If a policy has 5 or more Risk descriptions, what do we do?
Include contact questions/details in case. Reassign case to BL-Audit-Frontend-MSWC/SFPP
* Bonus: What happens to the stat screens after the policy reaches 5 Risk Descriptions?
In viewing the history screen, the Audit was processed as AUD, where can you locate the PAS?
Control D
If the agent's office calls for the status of case, and provides the case number, what do we do?
Pull the OSC case number up and review the case notes, also review the policy screens (History & Note) to see if the assignment group has left notes on the case or the request has been worked.
If the policy has a manual audit, where can the PAS be located?
Seit
If we are unable to locate a necho pt in seit or host 1, what do we do?
Advise the agency to submit a revised or new request for Underwriting review.
For requests on Experience Mod letters from NCCI, what do we do?
Transfer to Underwriting
What is the Policy booklet number for a WC policy?
FP 8100.3
**Bonus: What is the policy booklet number and endorsement number for Contactors policy?
If there is a request to quote a WOS on a policy, but the agency needs to provide the WOS questionnaire for the quote request, what do we do?
Verify that the state allows WOS, direct the agency to the questionnaire if eligible in that state and then reassign the case to RG with the completed questionnaire for handling.
**Bonus: What resource can we view that reflects the WOS availability in each state?
You entered a coverage summary request for a WC policy with no WOS and created a case to forward the document to the agency day 2, where can you locate the coverage summary day 2.
Seit
*Bonus:
If the policy has WOS can the system produce a coverage summary?
What resource can the agency use to access policy documents, such as:
* PAS
* Coverage Summary
* Existing Additional Insured Forms
Customer Document Center
*Bonus: WC PAS is available in CDC but where can we locate the dec page?
If the agency is requesting state or federal filings, what do we do?
Direct the agency to complete the request form found in ABS
ABS->BL->Tools->P&C Underwriting Request Link
True or False:
A WC policy has WOS, the dec page will system produce.
False
The dec page has to be manually typed if the WC policy has WOS endorsements.
If the agency needs to escalate a case that should be reviewed by Accounting, what do we do?
Rush the case to accounting, there is not a LIEP group for Accounting at this time.
**Bonus: What is the assignment group for Accounting?
The agency calls because the insured just recently received the Audit Noncompliance Endorsement on the most recent dec page, but the prior audit was completed. What do we advise?
This is a mandatory endorsement on WC policies, it reflects what could be charged if the audit is not completed.
If the agency calls for the status of an application with Underwriting Instructions, what resource to we view to check the application?
Workbench
If a change request was submitted incorrectly, but it appears to be an agency error. What do we need to do?
Advise the agency to submit a necho pt for Underwriting review.
After a midterm stat class change the agents, office requests a dec page with the description of operations, what do we do?
Reassign the case to USU.
*Bonus: What dec pages print a description of operations?
If you need to send a quote request to SME for adding Building Coverage to a Contractors policy, what to we need to do before reassigning the case?
Obtain the building information from the agency and the building stat class from Underwriting.
**Bonus: What information do you need before reassigning the case to SME for an Aux structure?
What resource do we use if the agent's office requests a quote for a midterm payroll change?
Prorata Calculator
**Bonus: what is the path to that resource (not a saved link to the calculator)
The agents office requests to quote adding an auxiliary structure to a policy with no building coverage. What do we do?
If a policy has a status segment, but the audit has been processed. What do we key to view the policy on the flat date.
F16