Quality Control
for 100% quality control; is there a scenario where we lose points that do not require a correction?
no
you are running 20 min late, what are your steps of action?
anything past 15 miin should be reported to teresa and absence line
can i have a senior souble check my file before i send it over to 100% QC bucket? Will this count toward my sample set?
no, this scenaro will disrupt the 100% QC process. Seniors will not be reviewing, they can assist if you have questions with proposal
you are off a call and it is afi. what does afi stand for?
available for issue
which resource document do you find state statue for workers comp?
state elections chart
If you recieve a call from office manager with a request to quote the business on behalf of the business owner. how are you handling? can the office manager sign docusign proposals?
we can quote and provide premium but the business owner must sign the documents.
why do you want to have sai's tagged as ref number in your email chain?
more effiency, less work for yourself
Will you recieve an opportunity if you do not mention survey to an insured you are calling to collect payment from?
no, inbound calls only
your quote goes Workers Comp file goes afi (you are following state statue) you are on the phone with client and let them know you are double checking a few things and will call them back in about 2 hours, what are your next steps while in 100% qc ramp period?
prepare your prosal documents and assign the task for 100% qc review
you have a dry cleaner that takes possesion of clients property, whiich endorsement are you adding?
bailees coverage
angry client; "ive been transferred for the last hour"
how would you handle? dismiss the comment and ask whats your address?
make a empathetic comment to make the client feel warm and fuzzy
what is your plan of action to request pto? which system has to grant you a yes first?
alvaria
will you recieve an opportunity for not saying the agent/insured name on your call at least once?
yes, say it once and that will suffice
what is the sic code for a home based etsy business that makes clay earings?
3911
which coverage are most churches that come from brotherhood mutual or church mutual have on their policies that travelers can not offer and is an exclusion on our policies?
sexual abuse molestation pastorial liability
if client has not provided FEIN number for Workers Comp quote. are you giving a solid price point ex. JOHN your annual rate would be $1080 for the year.
No, you would provide a tentative quote and set the expectation that pricing can flucuate when FEIN number is entered.
will a sole prop show up on sos?
no
what documents need to be imaged in biws for an auto quote to be reviewed by quality control?
proposal, um/umi form
which inland marine endorsement would you add on for an electrician?
contractors equipment
do we like our contractors to be a jack of all trades?what is the max classes we are looking fro before we consider them a handyman?
3 classes, master of their trade
where is the website retained in biws?
at the top of biws for the insureds website there is a slot to save link
what is DBA and do you need to list it on your quote?
DBA= trade name DOING BUSINESS AS. if the client has a DBA you are required to list it on your quote
what documents need to be imaged in biws for a workers comp quote that is going againt state statue?
proposal and include/exclude form
a landscaper has sent you over a list of requirements from their jobsite. they would like waiver of subrogation and additional insured on blanket status. which endorsement are you adding on?
XTEND
you are quoting a mobile pet groomer that primarily workers from their fully equipped van. what endorsement should we be adding on BOP to make sure the client is covered for business income should their van get wrecked?
mobile business income interuption