Billing
If an insured calls us on 8/14/24 to recall a portion of their 8/12/24 lump sum payment, what actions would we take?
Payment recall via fillable forms, or refunding the payment via Agentus Dashboard.
Name the procedure for processing a cancellation request over 90 days in the past.
Business Center - Service > PROCEDURES > ISR > Cancellation / Reinstatement / DNOC / TERM > Cancellation Request > WrittenCancellationRequired.htm
Name the procedure for adding different endorsements to a home policy.
ENDORSEMENTS - QUANTUM HOME 2.0 PROPERTY: ADD / CHANGE / DELETE
Are PAF policies on a blanket or scheduled basis?
Both.
Name the procedure for a customer requesting to leave their agency.
CURRENT CUSTOMER REQUESTING NEW / REWRITE POLICY
In the state of Georgia, how would a refund be issued when the last payment was via EFT?
To their bank account.
Name the ways we can access an ID Card to send to the insured.
The issue system, policy documents, fillable forms, or if New York policy- NY ID Card system.
What procedure helps us determine what we can handle with inspection disputes?
INSPECTION DISCREPANCY / CLAIM ITV DISPUTE - PROPERTY
Business Center - Service > PROCEDURES > COUNSELOR > InspectionDiscrepancy-ClaimITVDispute-Property.htm
Who can be a named insured on a PLUS policy?
An individual, married couple, or domestic partners/civil unions residing in the same household.
Name the procedure for advising of Refund Timeframes.
Business Center - Service > PROCEDURES > COUNSELOR > RefundsOwedToCustomer.htm
Which procedure do we follow when processing a reinstatement?
REINSTATEMENT REQUEST
Reinstatement Processing
Business Center - Service > PROCEDURES > ISR > Cancellation / Reinstatement / DNOC / TERM > Reinstatement Request > ReinstatementProcessing.htm
What procedure can we find information about a SR-22
Financial Responsibility Filing
Current document:
Business Center - Service > PROCEDURES > ISR > Forms / Documents > Financial Responsibility Filing
What procedure advises of what is covered away from the residence premises?
PLUM Bulletins > Property > PROPERTY COVERAGES > PersonalPropertyCoverage-AwayFromTheResidence.pdf
If an insured has cancelled all underlying policies, will we continue the PLUS policy?
If under $10M, yes. We only take action if the underlying auto was terminated for cause.
If over $10M, no.
DOCUMENTS - SENDING AND SETTING EXPECTATIONS
Which procedure informs you on how to delete, recall or refund a payment?
PAYMENT: DELETING / REFUNDING
Current document:
Business Center - Service > PROCEDURES > COUNSELOR > Payment-Deleting-Refunding.htm
Where do we find State Specific procedures?
Under the Miscellaneous tab of the state page.
Which procedure states the requirements for protective device system verification?
Current document:
Business Center - Service > PROCEDURES > ISR > Credits and Discounts / Property Only
How do we make changes or cancel a specialty lines policy?
Through Assign Work
Name the procedure for correcting QAP Documents.
QUOTE ACCEPTANCE PACKAGE (QAP): CHANGE REQUESTS
What program can you research and delete or refund payments on?
Paymentus Agent Dashboard
What procedure tells us the steps for deleted an excluded driver?
Current document:
Business Center - Service > PROCEDURES > ISR > AUTO SPECIFIC > Drivers Page > Driver - Delete > ExcludeDriver-DeleteExcludedDriver.htm
Effective Date Job Aid
If an auto policy has less than the underlying limits, what are the possible actions Travelers can take?
Increased PLUS premium or possible termination of PLUS.
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