Simply Billing
Your reference source to use when responding to billing inquiries.
What is Account Billing System/ABS?
The system that ISRs log into to receive customer calls.
What is Genesys Workstation/IWS?
This is what Contact Management is used for.
What is document conversations and transactions related to an account?
The Inside Page
What is Travelers’ intranet website?
type pay 51
What is statement bill/ payroll deduction
Travelers preferred billing method.
What is EFT?
The selection /Aux code that is used in IWS to receive the next available caller?
What is Ready?
Bank account information, credit card number, mood of caller, complete sentences.
What are things that do not belong in Contact Management?
What the TPX host sessions are used for
What is view billing and policy information?
The minimum amount due on this account
930837135
What is $165.41 on 11/20
The billing method that allows a customer to have the premium deducted from his paycheck
What is Statement Bill/Payroll Deduction?
True or False: Not Ready – ACW is available to select after the call is disconnected.
What is False?
True/False: When a payment is taken over the phone via eService, the automated Contact Management must be modified to provide the caller’s name.
What is False?
The primary reference tool used during most calls each day.
What is Live Publish?
Type Pay 90
What is installment EFT.
The billing method that is charged monthly or lump sum to a customer’s Visa or MasterCard
What is RCC/Recurring Credit Card?
After taking a payment, the customer would like to make a change to the policy. This is the method to connect to a Customer ISR.
What is Warm Transfer?
This level shows the policy effective and expiration dates.
What is policy level?
Provides customer name, mailing address, policy numbers, billing account number, agent and underwriter name.
What is Contact View?
Type pay 95
installment bill RCC
For customers who receive a bill via mail or email, this payment option is also referred to as IVR.
What is Pay By Phone?
The color indication on the Case Data (pop) that an agent is calling in for assistance.
What is Pink/red
The Reason and Detail selection when a payment by check is taken in Pay Connexion
What is Billing / Speedpay?
The website agents use to access Travelers’ information and systems.
What is Travelers For Agents?
Type pay 01 and 16
what is direct lump sum bill to customer