Siebel, CSI, and Wincert
Instructions for the distribution of certificates can be found in these two sections of CSI.
What is the underwriter section of each coverage tab and special instructions?
Certificates can be sent to holders how?
What is email and fax?
Additional Insured wording can never be evidenced for this coverage.
What is Workers’ Compensation coverage?
You have received a request you are unsure of. What should your next step be?
What is check CSI, then if you are still unsure reach out to your trainer, team?
You have received a request to show GAW on a certificate. The master shows GAWU. Explain how you would remove the Umbrella coverage in Wincert.
What is go to print options and exclude Excess liability?
The section of CSI that might include sample request forms, endorsements, subsidiary lists, and processing documents.
What is the Documents tab?
You have received a request from the client to evidence a Named Insured not available in the existing overrides in Wincert and CSI is silent.
What is reach out to the trainer for approval to evidence?
You have received a request to evidence additional insured wording in the DOO, but have not received any further instructions on what the entity should be. Who by default becomes the additional insured?
What is the Certificate Holder?
When evidencing this coverage you should show all policies irrespective of where the work is being performed unless the Client Team or CSI specifically states to only show a particular policy.
What is Workers’ Compensation coverage?
You have received a request to remove Auto Liability from a previously issued certificate showing GAW, leaving only GL and WC coverages. Your previously issued certificate states in the Description that additional insured status applies to both GL and AL coverages. You should amend that to show?
What is additional insured wording applying to only General Liability or additional insured wording excluding Workers’ Compensation? (Bonus of 100 if both answers are given).
A Client’s CSI should be in this status to process a case.
What is active status?
The additional page on a certificate that may contain overflow from the Description of Operations or additional policy information.
What is the Acord 101?
The additional insured wording should not be directly mentioned, but implied for this coverage.
What is Umbrella/xs Liability?
You should not lower these limits unless CSI says otherwise.
What is GAW?
You have received a request to show GL 5M, AL 6M, and WC 1M. CSI allows GL 2M, AL 4M, and WC 1M. CSI has an Umbrella limit of 10M that says to show only as required. What amount of Umbrella Liability should you evidence?
What is 3M Umbrella?
These should be referenced before evidencing wording in the Description of Operations.
What is Special Instructions and the Approvals Section of each applicable coverage tab?
The type of requests that happen throughout the year and are not part of the renewal process.
What are ad-hoc requests?
When using a macro, do not remove these unless you are altering the wording inside of the macro.
What is the carets << >>?
In Wincert, the check boxes for Additional Insured and Waiver of Subrogation are located under what tab?
What is the Certificate/General Information tab?
You've received a request to evidence WOS wording for GAW. CSI states it is only allowed for WC coverage. What should you evidence?
What is evidence WOS standard wording, since WOS is approved for one coverage requested?
When using this application, you should never have to enter your credentials.
What is Siebel?
Select this print option to remove any additional wording or coverage on the Acord 101 that does not pertain to the certificate.
What is Exclude Master Additional Text?
When evidencing check boxes, what other corresponding information must be on the certificate?
What is endorsement wording?
Since Auto Liability does not ask the question “Can the Standard Coverage be raised?, if you receive a request that asks for higher limits than the standard on the master, but is lower than the Maximum or Actual Policy limit you should?
What is raise the policy limits to the requested amount?
You have received a request to show GL 5M, AL 6M, WC 1M and Umbrella 2M. CSI allows GL 2M, AL 4M, WC 1M, and Umbrella 4M. What amount of Umbrella Liability should you evidence?
What is 4M Umbrella?