Carrier
What kinds of documents do we pull??
Cancelations, renewal, endorsements, reinstatements, notices, audits, invoices, and changes
How much mail should we be grabbing on a day to day basis?
20-30 at a time throughout the day
What do we do with Acuity?
Nothing!!! Acuity is automatically sent to the agents! :)
How many breaks to we have per day and how long?
2- 15 minute breaks
How many in Oregon do we have for quotes?
One agent! Matt Fullerton
For Sentry, what do we do if the documents from the email are non popping up?
Search the previous day
How should we be labeling mail docs when downloading?
NAME - POLICY # - TYPE
If a email has a document attached, do we need to pull it?
What should we do before taking time off?
Approve with team, manager acceptance, and add to team calendar
What platforms would we be checking before transferring a call?
Webex, Monday board, spreadsheet, and Teams
Which Code for Wnins do we not have access to?
8018
What does (T) next to an agents name mean?
Terminated! We should find them on Monday and send to replacement
In what 4 cases do we forward emails to agents?
When it is urgent, claims, unaccusable by us, or if a form needs to be signed or billed by the agent.
How many alpha splits do we have? And how do they work?
We have 3 alpha splits - The Initial of the LAST NAME goes to the agent listed beside it
When do we send to carrier extensions? (ex: liberty)
When the client doesn't say their agents name
What 2 carriers are we supposed to double check if they are double pulled or not?
Liberty and Great American
Do we keep mail that we have already pulled on our desktop?
Nope! After it is dropped to the agent, DELETE ITTTT
Who do we send commission statements to?
northwest accounting!
What should our daily task workflow be?
Always phones - around 20 inbox > around 20 mail > REPEAT!
Who takes care of Alaska Quotes?
Caylen Van Zandt
How are we supposed to format the documents when downloading?
NAME-POLICY#-TYPE (ex:Jerry Thomas-7884623-renewal)
What process do we do if no agent is listed on an account?
Check the activates and attachments on the account and see who the last person who worked on it was!
When do we send documents to servicer 2?
When it is listed on "ADMIN THINGS"
What cases do we send to a backup?
ONLY if they are out of office
To leave a voicemail. their agents personal info