EPIC
The location on EPIC where the NAICs code is stored.
Where is the Contact?
A field that distinguishes business operations that is required to be filled or it will prevent you from saving your changes and moving on.
What is the NAICs field?
The shorthand for the amount of earnings a business will make in a year before taxes.
What is GAR?
protects your company's physical assets from fire, explosions, burst pipes, storms, theft and vandalism
What is property liability?
The two groups that live within 2024 Springer Drive Suite 100/105.
Who is INSURICA Express/INSURICA Direct P&C and INSURIConnect/IC?
Located on the home page specific to each INSURICA Express employee.
Where is the Activity page in EPIC
Find a calls, texts and emails between accounts opportunities and contacts here.
What is the Activity?
Never promised over the phone by a Client Information Guide.
What is a quote?
Coverage for damages or injuries caused to third parties due to business operations.
What is General Liability?
The two doors that need to be locked at all times.
What are the front door and the back exit door.
The company in China we use to process service tasks over night.
Who is RSP?
The term for all new leads that have not been converted to an opportunity.
What is a suspect?
The INSURICA fact we share within the first two minutes of a transfer.
What is INSURICA is a Top 50 Brokerage
One of your photography business customers slips and falls in your business after you've mopped the floor. They end up breaking their ankle and need two surgeries to recover.
What is General Liability?
The inbox that administrative assistance are in charge of that receives correspondence for any and all accounts.
What is the service box?
The 8 character key specific to each account and line of coverage.
What is the look up code?
A status that means the client has told you a time that works for them to gather more information from a client that is still a suspect.
What is Follow-Up Set?
Most important thing to ask when a customer is asking for Workers Compensation.
What is your EIN?
Insurance that provides medical benefits and wage replacement for work-related injuries or illnesses.
What is workers' compensation insurance?
The Teams channel where you post questions and when you are stepping away.
What is the INSURIConnect Operations Channel or Express General Channel?
The short hand code for a package policy.
What is a PACK?
The filed on an opportunity that tracks where you sent the client.
What is the Destination?
The step you take once the customer has been triaged and you are ready to transfer them to an agent.
What is converting to an opportunity?
Two types of damages that are not typically covered under property liability.
What are flood and earthquakes?
Three rolls within the Service Department at Express.
What is accounting, certs, audits/inspections, claims and reception?