Who is the new Interim Team Manager?
Randall
To most brokers, do we tag for Altered SL2 forms?
Yes
For updating the broker’s license term in RAPID, which department do we send the request for it to be updated?
Membership
What is the NAICS entry for Seasonal occupancy?
Personal lines
Name someone that co-hosted the SLA 5at10 show
Harry, Rachel, or Deneitra
When is the SLA Annual Meeting?
February 11, 2025
Tags we used for missing the parent policy and the previous policy
DEC12 and DEC21
Filers from R.E. Chaix are from where?
Philippines
Name the two Broker Account Teams that have access to Salesforce
BAT 8 - Angelo and BAT 10 - Joseph
Name the new cohort that was just announced this week.
Gaming Cohort
What are the SLA’s core values?
Motivated, Collaborative, and Knowledgeable
Which 3 tags have been updated this week?
SL13, DEC7, and DEC13
Name two brokers that submits master filings.
Alliant Insurance Services Inc, Tracksure Insurance Agency Inc, Risk Placement Services Inc
List 3 carriers that has a special processing procedure?
Accelerant Specialty Insurance Company, Texas Insurance Company, Fireman’s Fund Indemnity Corporation, Conifer Insurance Company, Hallmark Special Insurance Company
Our next observed holiday is February 17th. What is the holiday?
President’s day
Name the 2 members of our Quality Control Team
Melanie and Shelly
Define these two tags: DEC6 and DEC19?
DEC6 – Late Filing and DEC19 – Late Filing with Explanation
List the 3 brokers that requires us to finish the rest of the policies of the submission the same month it was started.
Amwins, Hawkeye, and Orion
What kind of document do we require from the broker or filer if they submitted their SL forms with digital signature?
Audit trail / Digital stamped name and date.
Per today’s team meeting, what is our current baseline?
18.2 days
List 5 SLA Departments other than Data Analysis
Financial Analysis, Technology, Membership, Communications, Policy and training, Compliance, Events.
Priority tags like security tags have a limit of days allowed for the filer to respond before it changes to Referred to CDI. How many days is it?
28
This is a New Filer Program broker that started in April 2024 and submitted their filings 2025. They file primarily new business and mostly endorsements in the area of business auto liability/physical damage.
Anchor Group Management Inc [SLA Broker #11090]
What would make an SL2 form a questionable altered SL2 form. State two noted differences from Jane’s email.
1. Missing (or Incorrect) date footer. 2. Form looks like an entirely different form.
What is the SLA’s caribous?
MVP, 100% Compliance, and Health and Wellness