Policy Changes
Policy was recently switched to mortgage bill. How do we find the old account number to view the billing history before it was changed to mortgage bill?
In the account history, it will show the account number it was transferred from.
I can't understand why the system is rejecting the vin number for this 2023 Buick. I'm reading it straight from bill of sale. IBH3OZLNN123YN031
I think I see what the problem might be. There are certain characters that are inappropriate for vin numbers (the letters I and O are invalid) Try replacing with 1 and 0.
My insured just got a vehicle imported from Japan. The vin number is only 9 digits long. Im getting an error. Is this eligible ?
In most cases it is not eligible. "Any vehicle manufactured outside the United States (usually in Europe) that does not meet U.S. emission and safety standards. – Vehicle must have been upgraded to meet U. S. emission and safety standards – A copy of the vehicle registration verifying the local jurisdiction's Department of Transportation safety requirements and Environmental Protection Agency emission standards are satisfied is required "
Customer wants to pay their ISO on their online account. Can they?
No once policy is canceled, online access is removed.
Policies in this state are eligible for reactivations within 30 days of the cancellation provided they meet all of the other eligibility guidelines.
I selected C.O.D at the time of issuing the new business application but immediately afterwards customer wants to pay in full. Can he still get the PIF discount?
No, I'm sorry. Unfortunately, there are no exceptions after the policy is issued. The discount is lost if issue a policy as C.O.D.
My clients has many firearms, does Safeco have a limit on how many firearms a person has under their home policy and how they would be covered?
Great question, that information is going to be found in the policy language. When you pull up the contract, do a search find for 'Fire Arms'
If the insured cancels on renewal date, inception date, or if it's a company cancel
My client moved out of state and I'm trying to change their address before cancelling their policy but I keep getting an error. Why?
You would have to endorse both the mailing and location address in PCT so that you can separate the 'mailing/forwarding address' from the location/rating state.
I accidently posted a payment to one of my other clients accounts, using another clients credit card. Is there anyway we can void that payment out?
No, we are no longer able to void transactions or move money from one persons account to another. Only option is cc reversal or have client dispute pmt through their bank
It's been 20 days since I did the Pre-bind process and I haven't gotten a response back yet. Who can I talk to about this?
That is unusual that you hadn't gotten a response back yet. I would suggest resubmitting the docs, since we don't have an escalation path at this time.
My client is a Mary Kay consultant who does a lot of traveling. Are we able to add a business use surcharge for her vehicle or would she need a commercial policy?
Great Question, let me show you where to go to find that information. You would go to Product Guide under underwriting guidelines for Business use.
How do I change the email address on the policy paperless email account?
You'll have to remove insured from Paperless from PST and then the insured will need to go online to sign up again using the new email address.
How do I get the Good Student Discount added for my client?
Send us proof of good grades, if driver qualifies for GSD, discount will be added, and policy change confirmation will be mailed.
How come I can't add my client's Earthquake policy to their existing billing account with the other policies?
CEA policy billing can't be combined with other Safeco policies. The premium goes to the CEA, not Safeco
If I override the vin number that's giving me an error while quoting in Q&I, could the quote amount change once I enter the correct vin number?
Yes the rate could change, since the original vin entered might have not captured the most accurate vin details (value/features/performance) of the vehicle.
What is Condo Building items and is it a required coverage?
It is an optional coverage that extends from the base coverage of 10% of Coverage C
My client decided they didn't want this 5th car quote, how do I get rid of it because I'm getting an N-error on it and can't cancel it on my end.
I can submit a Clear Policy Error webform to request to cancel that quote. 119630
Under what type of policy will Safeco permit an LLC to be listed as Named Insured
Dwelling Fire Policy - HELP 119350
Which two states can agents NOT self-service to reinstate a policy
PA and NC HELP-120435
I am trying to enter MVR details in Q&I but there's no tab for it. Why is that?
Have agent go to the Policy Info tab where it questions, if there've been any reportable incidents. Answer yes.
In which two coverage levels would Diminishing Deductible be included in the coverages?
Superior & Premier
After my client's policy migrated from State Auto I processed a policy change and noticed the premium is no longer reflecting the same PIF amount. Why is that?
Migrated policies that are on Full pay with PIF discount offer should have payment posted first before processing policy changes which can throw account out of the migration process