Intro to Policy Changes
What button do you press to populate a PT in ConnecZ?
What is Get Case
What action code is used on the household screen to delete a driver?
What is D.
How long can they have a temp address?
What is 12 months/1 year
What tool do you use to check the weight of a vehicle?
What is Vindicator Tool.
Due to the existing lienholder on the policy which Aux record will be updated?
What is Aux 48.
What does TDE stand for?
What is Terminal Data Entry
How long should a driver be licensed before you order reports?
What is More than 12 months.
What business events trigger Grouping Review?
What is...
Driver Change
Address Change
Name Change
Application change
On the primary screen of the TDE OR CWS in what field do you place a “Y” to change vehicle use?
What is Vehicle Rating.
What is the body style entry for a coupe?
What is 2DR.
What work group does #RPA route to?
What is Personal Lines Complex
What is the exposure code for an employee - infrequent operator?
What is a B rate.
Can we process address changes on inactive policies? Why or why not?
What is Yes. If the effective date is after the TERM date, the COA should be processed using the MISC transaction.
T or F: Agent needs to adv the percentage of use because if it's not %50 or more with the delivery of goods cant be switched to business.
What is True.
What transaction and effective date do we use when processing a coverage change?
What is T transaction and use the app date as the eff date.
What two dates are represented by D24?
What is April/October 24th
Is Good Driving Discount (GDD) available for policies in Standard, Mutual, or both?
What is Mutual only.
Do we group 2 HHs if they are at the same address and it is indicated that the drivers do not drive each other's vehicles?
What is No.
When changing vehicle use what do you always have to remember to update on the Primary screen on TDE?
What is Risk Category.
Current Named Insured: Farm Family LLC | New Named Insured: Jake Farm (owner). Is ROC required?
Yes, ROC is required.
What screen displays all supporting documents or photos submitted for a PT & how do you access it?
What is Auto Microfilm Index Display/Request screen. (F10)
When splitting a HH, what do you enter in 'move pol/client/note/acc' to move specific policies without clients to another household?
What is P#CX to 123XXXX.
If you split a single auto policy out of a HH, what do you need to review that may impact rating?
What is MCD.
When working TNC when is the only time you would NOT route a pt to UN?
What is when adding TNC to a personal lines policy.
Can a policy have a Waiver of sub without Additional insured?
No.