Epic Activity Codes
What is the Activity Code for Notices of Cancellations?
HCCX
What are the 3 most common reasons for a Carrier to issue a Notice of Cancellation?
Non-Payment of Premium, Failure to Address an Inspection Report, Non-Compliance with Safety Regulations
120 days prior to renewal
What are the three most common Property & Casualty Endorsement requests?
Adding/Deleting a Vehicle, Adding/Deleting a Driver, Adding/Deleting a Location
In which system can you find helpful COPE data?
Ennabl
What is the Activity Code for Claims?
HCLM
Who handles Direct Bill NOC's?
Patra
To request a Patra Pre-Renewal in Indio who should you email the Patra Submission Request Form to?
hibindio@heffins.com
Collect and Review all Data
In which system can you have clients complete E-Signatures?
Indio
What is the Activity Code for Endorsements?
HCEN
Where in Epic might you find a notice of cancellation from a carrier?
Unrouted Attachments
Rather than making changes to a clients account or information in Indio what should you do to make that change?
Change in Epic then import to Indio
In the event of an Agency Bill Endorsement what are the steps handed back to you after Patra completed their follow up for the Endorsement?
Submit invoice and follow up for payment, Deliver endorsement to client
In which system can you set a client up with their own Portal Access?
CSR24/HIB247
What is the Activity Code for New or Renewal Certificate Processes?
CERT
Once you see a payment has been received for an invoice who should you email to have funds applied to the correct invoice?
Cash Receipts (cashreceipts@heffgroup.com)
What is a common detail you will need to edit or review after Patra assists with a renewal in Indio?
Re-Name Documents
In the event of a Direct Bill Endorsement what code will you use to assign the HCEN activity over to Patra to complete the process?
HBEN01
In which system can you find helpful resources, cheat codes, processes, and workflows?
HeffNova
What is the Activity Code for an Audit
HCAU
Once you have received a response that a payment has been applied to the correct invoice, who should you email to remit the funds to carrier?
Company Payable (companypayable@heffgroup.com)
On the Data Collections tab within a Submission on Indio what are the 5 categories of data listed?
Schedule Workbook, FORMS, Document Upload Requests, Document Review Requests, E-Signature Requests
Who MUST sign the MVR?
In which system can you issue Auto ID Cards?
Epic