Brokerage
I receive requests for documents to issue to the First named insured.
Who is the Carrier
I give you authority to act on my behalf.
What is Binding
I am issued to the First Named insured when their agency billed account payment has not been received.
What is a Notice of Cancellation
I am the application used to process transactions and update account statuses.
What is AIM
Another name for Market
What is the Carrier
I do not give you authority to act on my behalf.
What is Brokerage
The title of a mail task for a Notice of Cancellation
I am issued to the First Named insured after payment has been received prior to the cancellation effective date.
What is a Rescission Notice
I store all cancellation related documents in Image Right.
What is the File Tree
Some examples of types of Additional Interests
What is a Mortgagee, Loss Payee, Certificate Holder, Additional Insured
Direct Bill Notice of Cancellation follow-up number of days
What is 30 calendar days
I receive completed notice, endorsements and invoices via email.
Who is the Retail Broker
I am issued to the First Named insured when the Market does not wish to offer a policy after the expiration date.
What is a Nonrenewal
We are located on the ‘Detail’ page of AIM under Team ID.
Who is the Branch Point of Contact (BPOC)
We follow-up this many times from the Carrier for Brokerage Notice requests
What is twice
When payment is received we task back to this person
Who is Accounting
I provide customized processing instructions for your tasks.
Who is the Branch
I am issued to the First Named insured when the terms and/or conditions of the new policy is subject to change.
What is a Conditional Renewal
I provide step-by-step processing instructions Binding and Brokerage Notices.
What is the SOP
The effective date of Nonrenewals and Conditional Renewals must match this.
What is the Policy expiration date
When the Notice received is incorrect we task back to this person
Who is the Branch Point of Contact (BPOC)
Mail cut off time
What is 2:30pm
The Memo title of a Conditional Renewal that is for a specific reason
What is a CONREN
I provide instructions for task follows-ups.
What is the Follow-up Guide in Infofinder
When I cant find the Retail Brokers email in Infofinder or F5 I look here.
What is a MEMOR in the file tree