Groupings
Auto Operators: What should we evaluate first, BEFORE applying the P&C Groupings Definition?
What is the Auto Household.
Resource: P&C Groupings Definition JA
How can you close your deposits during the day, without signing off?
What is: Enter DISP in the transaction field of the EOT screen and key in a C in the "Chg Disp" field and press enter.
Resource: Deposits JA
What are the Auto Coverage symbols for Medical Expenses, Comprehensive coverage, and Uninsured/Underinsured Motorist?
What is C, D, U/W
Resource: Auto Coverage Symbols JA
What 4 categories are ADV messages divided into?
What is: Error messages, Report Advice, Underwriting Advice, and Pricing Advice.
Resource: ADV Screen Detail JA
What day was State Farm founded?
What is: June 8, 1922
What Business events trigger a P&C Groupings?
What is: New Applications, Name and Address changes/corrections, Client Combine, and Added or Changed Driver.
Resource: P&C Groupings FAQs
How can you perform a Client Inquiry Search?
What is: From the SOT or EOT screen, enter CI in the transaction field (ST/DIV field must be entered as well).
Resource: PG 420-C01 Client Inquiry
What Virgin Islands are considered U.S. Territories?
What is: St. Croix, St. Thomas, and St. John
Resource: U.S. Territories and Possessions JA
What resources are available to locate a Third Party Code?
What is: 3rd party preferred code list, 3rd party- search by code, 3rdptya- search by name.
Resource: Third Party Interest JA
When was Select-A-Gift Introduced?
What is 1961
I am reviewing my GGS screen and I find that all of my active autos do not have the same address. I have two household clients, Fred and Velma. What is needed in this situation?
What is a household split.
Resource: HH Association-Splitting/Combining JA
What are two ways to access the Letter-Writing Screen?
Resource: Letter-Writing Facility JA
What does the first position of class represent?
What is: Age, gender, and marital status. It also shows the principal operator, the regular operator, and the occasional operator
Resource: CM 200-02 Private Passenger Class Codes
Who is required to sign a Selection/Rejection form in GA?
What is Any Named Insured
Resource: Auto Answers & PG 911-S02
What technology was used to bind policies together from 1939 until 1977?
What is Sewing Machines
The name and address change triggers a PGM and the group is selected, what effective date should I use for my grouping entries?
Resource: Effective Date of Policy Move for P&C groupings
The Date of Notice is very important in the E-letter process. To complete this field correctly, the date entered must be in Month, Day, and Year format (i.e. September 10, 2016). If this date is not entered correctly, what error will be generated?
What is the 91N error
Resource: Enterprise E-Letter Workflow JA
When will vehicles owned by non-related household members qualify the for Multi-Car Discount?
What is: When the automobiles are jointly owned by 2 unrelated residents, AND both are designated as named insured on the policies insuring the cars, they jointly own.
Resource: Multi-Car Discount JA Pg 1
Is the Defensive Driving Discount available in Hawaii?
What is: No
Resource: Auto Answers
As phones weren't installed at State Farm until 1938, how would employees report an absence due to illness?
What is: A State Farm visiting nurse would travel to employees' homes to check on those who hadn't shown up for work by 9 a.m.
If there is a named insured on the "active" fire policy who is not listed in the auto household and has an address match, what must we send?
A-1514/Undisclosed Driver Macro with "P&C Grouping Driver" variable.
Resource: P&C Groupings Definition JA
What screens can be accessed within the TDE?
Resource: PG 540-D04 pg 4
What is Driver Tenure?
What is the length of time an Auto client has continuously been an E Rate Indicator in at least one active voluntary household.
Resource: PG 420-D10 Driver Tenure Premium Adjustment
I route an application to -ZUN, who will be receiving the application I routed?
Who is the Raw New Underwriter
Resource: Auto Generic Signons/Job Stations per Standard Work
Where and when was the first National Agency Convention held?
What is: Bloomington, Il 1929