If the CNP has been in existence for more than 1 year, what would the Agent need to do if they want to quote a CUP online?
They cannot add a umbrella online if the CNP is older than 1 year. the must submit request via email at cinewbus@cna.com
200
What does it mean if the Agent has a "Risk Reservation" error?
The name is over 60 characters or The insured has been quoted through another agency and we would need to contact the u/w to have it released
200
What should we do if agent calls in because they've received an error when rating?
What is mimic the agt, create a copy of their quote, touch every screen, expand all sections, make sure all mandatory information is entered. Attempt to calculate
300
After how many days of inactivity do we suspend access?
6 months
300
Agent issued policy and then afterwards calls Help Desk because he can't access the quote to make change, what should we advise?
Advise agent they must "Endorse Policy"
300
If an Agent wants to use and expired quote, what should they do?
Create a new quote from drop down of old quote from the "Submission Status" screen
300
What happens when the Agent doesn't access their account for over 6 months?
They will lose access and they would need to contact their security administrator
300
What type of policies may be quoted on CnaCentral?
What is Small business policies ( BUA,CNP,CUP, WC)
Management liability applications are also available through the submission status screen.
Middle Market policies applications will need to be emailed to Cinewbus@cna.com
400
How can we access the submission status screen in CNA Central as ourselves?
Data Retrieval
400
Other than "Endorse Policy" on CNA Central, where can we go to process an auto endorsement?
Service my accounts---->Policy Inquiry------>Blue hyperlink that states Commercial Auto endorsement
400
What option do we have available if the Agent wants to quote quickly?
Quote Advantage
400
If the Agent states they cannot pull a policy online, what would you check?
Confirm they have access to the producer code that the policy is written under and also confirm that they have the privilege to pull policies under that producer code
400
Can the agent refer a quote that states "Proceed to Issuance"? If so, How?
What is Yes! From the drop down box the will opt to refer to u/w
500
What does it mean when Agents can access past quotes but cannot begin new ones?
Semi Active Code
500
Agent submitted endorsement request online and is now calling to have this rushed. What do we do?
Create an activity in EPC so that we may assign the endorsement to a processor and forward request to that processor
500
If the Agent has a WC policy for FL and is needing to quote a policy for CA, what should they do?
Select "add submission" from account actions box from the "submission status screen"
500
What must happen to make "account level" changes on quotes that have been referred to underwriting?
All policies must be returned from underwriter to make changes.
For example: If u/w returns the cnp and not the cup, we would need to reach out to the u/w to have the policy
500
Where can the agent add credits to a quoted policy?