ESA Job Aid & CM
Which review will present when multiple versions of a driver are mapped to the same ECID, but only one version is assigned to a live policy?
91L Review
Resource: CM 920-91 / ESA Job Aid
T/F - A driver assigned to a policy can have more than one ECID if they are in multiple regional offices.
False
1 ECID per driver assignment regardless of regional office
Resource: PG 460-E01 Topic 1 / ESA Complex Course
T/F - B or N exposures cannot be linked/merged.
True
ACID 1: Bob (DOB 7/21/1975)
ECID: 1234567
ACID 2: Bob (DOB 2/14/1998)
ECID: 1234567
Comingled drivers
Which review will present when multiple assigned versions of a driver exist and are mapped to the same ECID?
91M Review
Resource: CM 920-91 / ESA Job Aid
Two different individuals mapped to the same ECID are considered ______ drivers.
Comingled
Resource: PG 460-E01 Topic 2
If C1 (Charles) in Household A has always been an E exposure and C2 (Charles) in Household B is currently an E exposure, but a prior B/N exposure, which client should be deleted?
ACID 1: Jennifer (DOB 4/5/1984)
ECID: 1234567
ACID 2: Jennifer (DOB 4/5/1984)
ECID: 7654321
Under-matched
Which review will present when multiple versions of a driver are mapped to the same ECID and none of them are assigned to live policies?
91K Review
Resource: CM 920-91 / ESA Job Aid
T/F - To correct comingled drivers, the drivers should always be linked/merged.
False - comingled drivers should NOT be linked/merged
Resource: PG 460-E01 Topic 2
If we are copying C1 to C2's household and deleting C2 due to C2 being a prior B/N exposure, what effective date should you use to delete C2?
Current date
ACID 1: Brittany (DOB 9/25/1972)
ECID: 1234567
ACID 2: Brittany (DOB 9/25/1972)
ECID: 9876543
Under-matched
T/F - When working the 91M Review, you should always unassign the driver from the policy the review sets on, regardless if they are a named insured or not.
False
Resource: CM 920-91
An ECP is needed to correct comingled drivers. What is created from service ticket for one of the comingled drivers?
A new ECID
PG 460-E01 Topic 2
If a client should be listed as an E exposure in their personal household and a B/N exposure in a business household, what should you do to help other associates with further reviews?
Example: Susan is an E exposure in HH 1234567
ACID 1: James (DOB 6/9/1993)
ECID: 1234567
ACID 2: James (DOB 5/25/1973)
ECID: 1234567
Comingled
If a driver is linked and unassigned from a policy in a different household, what memo is sent from the policy they were unassigned from to inform the agent that driver is no longer assigned in that household?
A-1540
CM 920-91 / ESA Job Aid
When would you use the 'ECID Merge' screen?
When clients are "under-matched" across different regional offices.
Resource: PG 460-E01 Topic 2
If C1 is copied into C2's household, but there are claims for C2, what is needed to correct the claims for the copied client?
Submit an ECP ticket to WG0791 to have the claims updated for C1.
ACID 1: Katherine (DOB 8/19/1964) - #1234
ECID: 1234567
ACID 2: Katherine (DOB 12/25/1989) #1234
ECID: 1234567
Comingled - linked incorrectly
Resource: 420-E04