What does E&O stand for
Error and Omissions
I need to update participant as, "Confirmed no insurance" where can I go?
Click on the participant > participant details > Edit > Drop down under "Insurance."
What does CLF stand for
1) Close Loop Feedback
ARC unlisted driver exclusion doesn't apply is the driver became a resident, guest or licensed driver no more than ____ days prior to the loss.
185 days
I need to located the total loss "Stock Number" where can I find this?
Click the coverage > Total Loss / Salvage button at the bottom > salvage tab
What is a Restoration Survey and how is it triggered?
A survey that is triggered as close as possible to when the customer feels restored or in the process of being restored after their loss.
Name two examples of when you would declare an event for a Level 1 E&O
1) Coverage issue or dispute:
2) Involved Vehicle not listed on policy:
3) Backdated endorsement processed:
4) Dispute regarding driver not listed on policy:
5) Other Coverage issues
Josh showed us how to view subro notes in a previous huddle, how can I do this?
Click on the participant > Click Subro Recovery at the bottom > Subrogation file notes
When mentioning the survey, what 3 things do you need to discuss at a minimum to limit the lengthy talk path
Name two examples of when you would declare an event for a Level 2 E&O
1) Insurable interest in question
2) Death of insured and policy renewed
3) Improper policy form
4) Improper policy information
5) Agency/CCC misrepresented coverage(s) to insured
6) Type and/or value of vehicle in question or ineligible
I need to change the asset type from Auto to motorcycle how can I do that?
Update the vehicle year to, "9999" to unlock the asset type
GHRN
During MIC the insured tells you that they are not the registered owner of the vehicle which is later confirmed - You would submit this UWR reason.
What is Vehicle Not Titled to the Named Insured
I want to create a related file note so they stay together - how do I do that?
Click on the file note > bottom click "create related file note"
What are your tips for dealing with an insured that disagrees with liability?
- Always voice to voice
- Explain the evidence you used to come to your conclusion and break it down if needed
- Explain vehicle codes and negligence laws
- Explain subrogation and ARB