Billing & Collections Systems & Resources
Contains links and direction to access system & documents regardless of process.
What is the Billing & Collection Reference Guide?
Information about the company, regions, brand templates, access to resources, departments, documents and systems can all be found here.
What is OnPoint?
The financial resource behind the coverage provided in an insurance policy.
What is a Carrier?
This form must be filled out to request a write-off or waiving of premium or fees.
What is the Write-Off Request Form?
Cennairus, Granite eComp, PayChex and ADP
What are the payroll companies Payroll Services support?
Billing & Collection Team Task & process documents are stored here.
What is OnPoint/Departments/Billing & Collections Team Site?
The suite of systems used for CopperPoint policies, billing & claim activities.
What is Guidewire?
A document that records the history of claims made against a commercial insurance policy.
What is a Loss Run/History?
Manual or system generated tasks assigned to individual team members.
What are Billing Center Activities?
Online Portal for CopperPoint Policyholders
What is CustomerEngage?
Billing system for Argonaut Underwriting Company
What is AMS360?
Used to look up Audit information for SW, CA, AK & PNW policies
What is Nexus?
A request for additional information not included in the Acord applications.
What is a supplemental application?
These two payment plans are handled by a team specially trained on that business.
What are PayAsYouGo and CopperPay?
A poor risk or a risk that is difficult to insure but an insurance company is required to provide coverage for in accordance with the state law.
What is Assigned Risk?
Used for Repayment Plan Agreements and External Collection Referrals
What is DocuSign?
Legacy account level information/policy number creation and document management system apps (accessed from Citrix) used by ANIC?
What is Policy System (PAS) and Retriever?
An estimate of what an insureds rate could be with a potential insurance carrier.
What is a Quote?
A policy number containing WW or WA would represent this.
What is Assigned Risk Alaska (WW) and Assigned Risk Washington (WA)
Allows businesses to pay their workers’ compensation premium in real-time as they complete their payroll.
What is Copperpay?
Policy system for Argonaut/ Mountain West Underwriting Company
* Underwriting transactional information
* Pend cancelation
* Reinstatements
What is Sebis Quicksolver?
A centralized and common view of the transformed data from multiple applications and databases.
What is the Enterprise Data Warehouse (EDW)?
Endorsements, declarations, exclusions & conditions.
What are the parts of an insurance policy?
An insured wishing to have multiple billing contacts or multiple due dates for many locations would be a good candidate for this.
What are Invoice Streams?
A chronological transactional history of all charges, payments, credits, and other account activity since the previous invoice.
What are Activity and Adjustments on the CopperPoint Invoice?