Changing the bill due date or making a payment plan change updates invoices in which status?
Planned invoices. Due and billed has already been sent to the customer so any changes will only impact the planned invoices.
100
Name three ways a rep can enroll a customer in ebilling. Be specific
BC - by selecting Send invoice, then select "Email"
CMA - changing ebilling notification to Email
CSR Admin
100
When does a delinquency cycle open?
When a policy is $20.00 or more past due.
100
Give two examples of a disbursement.
Overpayment, dividend or return premium from a policy change
100
What is the latest you or an insured can cancel a payment?
11:59pm (Eastern Time) on the scheduled date to cancel the payment.
200
How many payments can be made on the same account within the same day?
Multiple payments can be made.
200
What are list bills? Give an example
A billing method option in which a single payer is responsible to pay the premium for multiple insureds
Mortgagee, payroll, pension
200
When is a policy past due?
One day after the due date
200
The insured called to make a change on his home policy. The change generated a return premium and he would like to use his return to pay on the balance on his auto policy. What feature would you use to pay on his auto policy?
Reject and Apply
200
Who can create activities in Billing Center?
Accounting Reps
300
True or False - You can cancel a walk in credit card payment from Billing Center
False, you can not cancel a cash or a walk in credit card payment. You would need to call accounting.
300
Who enrolls an insured in Bill Service?
The insured can enroll through their bank.
300
True or False - Amica business day is Monday through Friday, excluding all holidays.
False - Amica business day is Tuesday through Friday, excluding all holidays.
300
True or False. You would still need to use Evision to see if an Amica check has cleared?
False, you can now see this on the disbursement screen.
300
Where are two places you can see an Uncollectible amount?
CMA - Uncollectible Tab
Delinquency Screen
400
What does PMM stand for?
Payment Method Manager
400
A bill is sent how many days prior to the due date?
Sent 20 days prior to the due date.
400
What is a Payment Blackout Period?
11:59 PM EST or 8:59 PST on a policy's cancellation effective date.
400
The insured receive his dividend check and would like to sign the check and return to Amica to apply it to their renewal. What new feature can you use to apply the insured's dividend?
The insured does not have to return the check, you can use "Void and Apply".
400
How would a rep send a note to Accounting
UDE Rate to ACOR OR
PC Activity to Accounting Correspondence Queue
500
A payment is received and applied on the Account Level. How is the payment applied per the payment hierarchy?
Fees, Surcharges then premium
500
The policy blackout period is when?
Blackout Period: Invoices will not be scheduled within the 27 days preceding the expiration date
500
Who can delay the processing of a cancellation and what new feature would they use to delay the process?
Account Managers or higher and Trouble Ticket.
500
Mr. Brown the insured called stated he has not received his dividend check and its been over a month. What should the rep do?
Check on the disbursement screen, make sure check has not cleared then use new feature "Void and Reissue".
500
When you have a question about Policy Center or Billing Center, where can you find the answers?