Agent calls, needing to check the status of a change submitted, I can access this tracker, along with the agent, to provide an estimated review date
What is the Agent Status Tracker?
3523458-04
Who is Brenda Jeans?
You would direct Claims here if they need a copy of an Underwriting Document, such as Sel/Rej or Certified Policy Copies, and NO Formal Request has been made
What is Underwriting Document Request Form?
Insured needs a reprint of destroyed Policy Booklet, no Print 3.
What is advise the agent to submit a PT request?
Charles Dickens
AZ
2019 Ford
1583852-D02-03B
You utilize this screen to see if there are any pending changes that are in queue to be worked, open, or closed and ready to process.
What is the Locate Screen
0107565F1437J
Who is
RICHARDS, SHARON
Claim has occurred, app date on PT is prior to the date of loss, no blocked date.
What is reassign case to PLCC-Q1Dallas-ASL?
Agent requesting policy documents NOT related to a claim, should advise them to check this resource first.
What is the Customer Document Center (CDC)?
Earl Standing
UT
2014 Ford
U045666-D07-44M
You utilize this screen(s) to locate and verify Time-Out-Of-Force (TOOF)
What is F5 and/or F6?
185L151842
Who is
CORLEY, ERIN
Claims requesting Underwriting Document, formal request has been made through Und Doc Req, not showing uploaded on ECS, been more than 14 days.
What is reassign the case to PM-AUTO-UDT?
Agent requests that a letter not be sent out to the policyholder.
What is advise them we are not able to stop letters from being mailed?
Fresh Air Flow Inc
NJ
2013 Chevrolet
1283077-C19-30E
Agent calls, stating they keep getting BOD alerts for documents that have been sent in. Documents have been verified. Document pend needs to be removed
What is the DOC/Supporting Document Screen?
423050CZ89
Who is
ANDERSON, TERESA
(2 part answer)
What is within the next 7 business days and PM-AUTO-UDT?
Agent needs copy of renewal, not on Customer Document Center, not on F10/SeIT?
What is Reassign Case to PM-AUTO-USA?
J Romanus
T Russell
FL
2016 Chevrolet
J835073-B17-59A
I use this screen to verify, add, edit or delete premium adjustments for a specific driver?
What is Client Historical Details/CHD?
1331C5V33
Who is?
CRUZ, LISA
Claim has occurred, we advise we cannot process the change because of this particular scenario, and claims will need to submit this form for approval?
(2 part answer)
When the app date is AFTER the date of loss, and Agency Commitment Form
When an agent/team member doesn't know how to access the Customer Document Center.
What is refer them to Auto Answers > Billing and Payments > Payment and Bill History > Customer Document Center Tab?
909-262-4284
CA
2018 Dodge
(2 Part Answer)
Ashley Ruiz
6919500-A17-75