Auto Policies
If all the policies are not garaged at the ___ ______ then a household split is needed.
same address
If a named insured is deceased does the policy need to be split from the household?
No.
What Residence Address Scenario would you follow? Do you delete the Residence address or not?
Current Res: 61 Rockaway Ave, Brooklyn, NY 11233
Current Adrs: PO Box 4946 Brooklyn, NY 11233
New Adrs: 101 Rose Hill Road, Water Mill, NY 11976
Scenerio 5: Delete the residence address.
What comes first on the TDE screen, the county field or territory field?
Territory code then county code.
What should you do if you split 1 auto policy from a household where they were receiving MCD?
Remove MCD from the auto policy being split and send a letter to the agent (A-1602)
Who belongs in the auto household with an active auto policy?
All Named Insureds
If we are removing a driver or policy from an inactive household, is a note needed?
No, refer to Household Association – Splitting/Combining Households, page 3.
What Residence Address Scenario would you follow? Do you delete the Residence address or not?
Current Res: 849 Park Ave, New York, NY 10075
Current Adrs: 849 Park Ave, New York, NY 10075
New Adrs: 948 Lafayette Ave, Brooklyn, NY 11221
Scenerio 4: Delete the residence address.
What are the two primary tools we can use to determine territory?
Location Determination Tool and Auto Territory Mapping
A PT for COA comes in as "In C/O" with anything other a person/s name, what should you do?
What type of Auto Policies should be excluded when applying the P&C groupings definition.
M#'s (Impairment Records) and N#'s (Non-Binding Policy numbers)
Inactive Fire policies that are in a group shall remain in the current group unless the Fire named insureds are no longer ___ _______.
Auto Clients.
What Residence Address Scenario would you follow? Do you delete the Residence address or not?
Current Adrs: 59 Fulton Street, New York, NY 10038
New Adrs: PO Box 216, New York, NY 10038
Scenario 2: Enter current address as the residence address.
How do we now view the territory on our Echo PT?
Right click and select Territory lookup.
How many times does a person in the household need to drive a household vehicle to be qualified as an exposure?
Adults returning to live with a parent or other relative for financial reasons belong in the household or separate household? (& do not use other family members vehicles)
Separate households
Before processing a household fire split, what should you look out for. (Hint: located at the left of the host session)
DO NOT SHARE.
What Residence Address Scenario would you follow? Do you delete the Residence address or not?
Current Res: 7 St. Mark’s Place, New York, NY 10003
Current Adrs: 123 Cooper Street, New York, NY 10034
New Adrs: 7 St. Mark’s Place, New York, NY 10003
Scenario 3: Delete the residence address.
What two things do we plug into the Territory mapping tool to locate the territory?
Latitude and Longitude provided by the Location determination tool.
What screen should be used when a Status 14 is present on a policy with a COA PT?
Misc screen.
In the event there is only 1 named insured and 1 driver in the household, with different addresses, would it be appropriate to split the household?
No, it would not be appropriate to split the household. Follow-up with the agent to determine why the address change was not submitted on all policies. (Exception found on Household Association – Splitting/Combining Households, page 2.)
If there is a named insured on the “active” fire policy who is not listed in the auto household and the Fire policy has an address match, what should you do?
Send A-1514/Undisclosed Driver Macro with “P&C Grouping Driver” variable. A follow up pend is not required.
What Residence Address Scenario would you follow? Do you delete the Residence address or not?
Current Res: 1234 Broadway, New York, NY 10001
Territory: 001 County: 160
Current Adrs: 85 Putnam Ave, Brooklyn, NY 11238 Territory: 072 County: 360
New Adrs: 333 Amsterdam Ave, New York, NY 10001 Territory: 001 County: 160
Scenario 6: Keep the current Residence because territory and county are staying the same.
What are we looking for on the Territory Mapping Tool?
We are looking for the Territory and County, but also that the ⓘ appears at the tip of the map pin.
If it doesn’t you will get the wrong Territory and County. Submit a repair ticket if this is happening to you.
Name 3 reasons you will get the following error:
Error: ER719 - Territory and county or zip code are incompatible or not valid.