Mixed section
What is the name of the section where lender payment mailing addresses are listed?
Lender remittance address (MODERNIZED)
What keys do you press to access the "application selection" screen for "accounting"?
Control and Y
Customer needs check reapplied now that UNDR has notated it for reinstatement after a previous EP decline?
Case to accounting: PL-ACCT-FUSA
Agent state, "Please provide me the schedule for this inactive policy". How to send schedule for inactive policy?
Email all the SCH screen (copy and paste).
A PT was submitted 07/20/26, approved by undr on 07/25/26 but was never keyed. Undr added a header with all the needed information, what is your next step?
Key the PT
What screen helps determine the reason for charges/credits sent to billing? What screen helps determine the amount disbursed to billing?
HIST-generic reason for charge/credit
Iseit- PT associated
HJA- how charges/credits disbursed
What components are used to determine the check number?
-6 digits under cross reference on the HJA screen.
-Company code on HJA screen converted to digits based on chart.
-policy zone
Agent wants a copy of he collection letter?
Case to PM-FIRE-USA
Agent is quoting and unsure how to fill out the "supplemental Endorsements" page.
For the 3 rows put "Y" in the blanks on the left and "0" in the blanks on the right.
Per USA Authority what is required when a additional interest is deleted from a HO policy?
-Send E-UCNAMED letter
-Remove applicable option or endorsement unless there's another present that requires it.
Recently submitted HO application has not issued and the policy does not come up in ConnecZ. What tool should the agent use to verify the status?
Myriad Risk Manager, in case of survey.
Where can you or the agent locate the check details for a uncashed check? (I.E. check number, amount, issue date, mailing address, and name on the check)
PCUR Tool for select policies and ATS (accounting system)
How to request Dec pages from 2023-2025?
Case to PM-FIRE-USA
Agent states, "The customer has not received a bill". The PDQ screen states 22 awaiting skel bill, there are no notes from undr its being reviewed, what is the next step? (Screen and what info needs to be keyed)
IF SSB, effective date is the term start date, and transaction code FBL.
Can you process the following? A roof update PT imaged without a header or corresponding notes from undr. It was never keyed.
RF HIST:(R) INST DT:(0621)
RF MAT/TYPE:(Y) HL-RES:(N)
No, roof updates require UNDR approval on the header or note. Contact undr for approval or denial to be notated. If approved process.
When is it not appropriate to send the current dec page?
Claim in the last year
Name all the refund companies or the numerical company codes?
Fire, Lloyd's, General, TX County Mutual, Florida, and CA Earthquake Authority.
or
5, 6, 7, 8, 49, and 100.
How to request a dec page with the full schedule? Screen and how to key.
Screen: IF NC, Coverage Summary Y with activate S.
Agent states, "I cannot quote the endorsement or match the policy due to a missing endorsement. Our list does not show all the endorsements". What does the agent need to do.
The agent has to stop pressing "enter" skipping all the pages. The endorsement section is typically 1-3 pages they must press the f-key labeled "fwd" to pull up the full list.
Per USA Authority can a Cov A and ERC PT change be processed without a header from undr?
No, approval required.
Rental Dwelling location change PT was keyed using IF NC, why did it error? What is the correct method of keying this entry?
IF NC is not the correct screen, utilize IF SCM.
How can the agent reissue a check to a new address, without contacting PLCC?
PCUR Tool- for select policies only
Mailing address change PT with remark to reissue
Where do you locate a copy of the endorsed refund check?
In I-SEIT
AO wants a unofficial copy of the booklet/contract. After you've provided the endorsement booklet code where do they go to download it?
ABS-FIRE-Fire Policies & Endorsements (View/Search)
How key a Dec Page request? (screen and what to key) Does the policy booklet issue with the dec page?
For a Dec Page use the IF NC screen and key to coverage summary "Y".
As of May 1st 2026 cov summary will no longer release a policy booklet with the dec page.