Guidelines/SOP
On progressive auto, we do this when POH is requested on the application AND we have proof on file.
What is select the Proof of home on the third pop up box when passing policy?
These are 2 (of several) carriers that limit sudden/accidental water damage.
Who are HOAIC, Progressive home, American Modern, Tower hill, J&J, alot of Florida carriers.
This is the settlement the dwelling will be covered at, with Progressive dwellings, when dwelling is over the age of 40 years.
What is ACV?
This is the name of the field we update in SF to "docusign" when policy is not on e-sign with carrier?
What is delievery method?
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What is Snow White and the 7 dwarfs? (Hint: It was a Disney Movie)
We do this when we do NOT have POH on file and Progressive is requesting.
What is mark POH as a trailing document?
This is how you verify if roof is at ACV with Progressive Home?
What is on the app or carrier, will say ACV roof payment schedule?
This is the limit sudden accidental water damage will be limited for condos over the age of 40 year, with progressive home.
What is $10,000?
These are the two policy types that are never on esign with Progressive home.
What is Progressive umbrella and Progressive Home in CA?
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What is 3?
We do this when there are active multiple primary homes on the account and no cancel case?
What is tag agent to create cancel case, rewrite to dwelling, or update to secondary for one of them?
This is how you verify if roof is at ACV with Safeco?
What is on the app? Will give %.
This is the policy form when coverge is selected as Essential- broad with Safeco.
What is HO2?
This is how we verify Safeco dwellings are on e-sign.
What is Safeco dwellings are never on esign.
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Who is Selena Gomez?
We do this when agent notates they will issue an umbrella but one has not been issued yet.
When do we check the issuing umbrella box?
This is what is needed when wind is excluded with HOAIC.
What is wind exclusion form (not with app) and proof of wind policy?
This is the age of home that HOAIC automatically limits Sudden/accidental water damage to only $10,000.
What is over 35 years old?
This is when we can accept esign with Nat Gen. If not, we will need to send app via docusign.
When its already been e-signed with Nat Gen?
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Who is Michael Jordan?
These are the three GH guidelines for TX/IL home policies.
What is 10% OS, RC on contents, and minimum $300K in liability?
What is Ho1 (HOA), HO2, HO3?
These are all the water coverages and limits included with a HOAIC H03.
What is SAD up to dwelling limit, 5k water back up, 15% foundation? seepage endorsable. Sudden/accidental is included up to policy level unless over 35 yrs old.
This is how we verify State Auto is on esign?
What is always on esign?
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What is the Teddy Bear?