Cert DOO
System Specific
Client Specific
Admin Team
All in Good Fun
100

AI WOS Language: the certificate holder has status 

Unacceptable 

100

The TL clients are in alphabetical order

false 

100

Allowed / Not Allowed is related to

McCownGordon

100

Is the dashboard live or manually edited 

Manual 

100

The team loves having cameras on T/F

False

200

The umbrella policy extends to the GL, Auto, and EL. Do we need AI, WOS and PNC 

No we do not 

200

The 'Action Required' dropdown, without narrowing it down at all, shows the total number of? 

Reviews for all clients in the system 

200

Crossland has how many named entities does Crossland have

2

200

Steps for responding to admin emails

Update subject line, reply all, forward attachments, sign name 

200

Sabbatical program. At 5 years you get what?

$2,000 and 2 weeks off 

300

Crossland Heavy Contractors, Inc and all other parties required of the General Contractor are all listed as. 

Acceptable or not

Acceptable 

300

All of the following are approved TAGS except:

- No Set 

- Not Responsive 

- Bad Email 

- Completed Projects 

Bad email 

300

Waner FNCs Require

2 documented phone calls and NCN 

300

Payment pending emails should be done

As soon as possible 

300

The admin email category is

pink

400

Certificate holder and owner have AI WOS 

Acceptable or not 

Acceptable 

400

The steps for assigning a sub to a specialist are: 

TAG: Servicer Assist 

Overview Note: @Specialist - explain what is going on 

400
Umbrella follows form is not a requirement for this client

Haselden 

Western 

400

No more than _x_ number of people should be off at a time

2

400

Who was the first IMACC Client

Saunders 

500

No Project name/number with the following would be categorized as and what steps would you take: 

Contractor and owner receive coverage as required by contract. 

A blanket COI - you would save the COI on the blanket COI list as well as in the folder with all required endorsements attached 

500

The correct assignment note format is

Date - Initial - Note 

500

CCC is a requirement for which client, what does it stand for 

Saunders: insureds care, custody, or control

500

The per person daily expectation is 

60-120 action items 

500

IMACC is also known as

Certifex