Learning RA

Random 1

100

If restricted rate is present or the customer is asking to restrict a driver rate

Transfer to Licensed Service via the appropriate VDN.

200

This is the Department you will assign a task to for a request for Historical Dec Page

Create a Follow Up assigned to Fulfillment.

300

Name 3 types of policies that are not eligible for myaccount

Commercial Auto, Motorclub, Flood, Earthquake, Life, Annuity, SPP, Any Policy in the name of a Business or Organization  

400

This is what you will do when the customer is listed as Deceased in 1View in error, they must be referred to the agent for correction

Warm transfer the customer to the AOR (agent of record) for correction

• If there is no assigned agent, Warm transfer to My Account support to have the "DECEASED" indicator corrected. 

500

This is the agent number you are going to use when you try to process an endorsement but the agent number of record is reflecting "terminated"

enter 609000 in Doing Work For and process the endorsement. 

1. If 609000 does not work, you can use 034000

Random 2

100

This is how many probing questions there are for you when adding a car.

up to 6

200

States you cannot add a car in.

CA, FL, MA, MI, NJ policies: Transfer to Licensed Service via the appropriate VDN

• KY Line 19 policy, you must verify if policy is in Jefferson County:

300

These are the policy status you can make changes in.

Active, Cancel, S-cancel, New business issued not taken, Renewal Issued not taken.

400

How far back a LOE go back if there is no special exceptions

Previous 5 years insured with Allstate

500

This how the time frame in which you have to resend ID cards to a dealership that states they did not arrive. (Customer is not on the line now but gave permission earlier that day)

Within the same day

NAME THAT RA

100

The customer's mortgagee is calling. How can you help them?

Mortgagee/Lienholder Calls

Solution ID190311164235925

200

What can I do as an UNLIC rep?

Service (Unlicensed) Call Handling Reference Document (CHRD)

Solution ID190308121133849

300

is that type of policy managed at the CCC? ie Motorclub

CCC Supported/Non-Supported Lines

400

Customer is calling in because they need a copy of their Dec page.

Documentation Requests

500

Pega is not working and I need to make notes on my add a car call

Guidelines for Notes in 1View

Solution ID190521195326754