Property
The property products sonnet insurance offers.
What are Homeowners, Condominium, Rented Dwelling and Tenant policies
This coverage is automatically added if the customer qualifies for it.
They must have a 6, 8 or 9 star rating, no more than 3 minor tickets, no cancellations for non-pay & accident free for 6 years.
What is Accident Forgiveness
This displays as the colour orange. This is someone who has saved a quote or called in for general information.
What is a Lead File
This is where we can see the estimated replacement cost of the structure being insured
What is the Dwelling Tab
On this date in billing centre the up coming payment date and payment amount are set and cannot change.
What is the invoice date
This extends your coverage to include loss or damage caused by surface waters entering the insured location as a result of the sudden accumulation of rain, spring run-off, or overflow from freshwater lakes and/or rivers.
What is overland water coverage
This will include transportation replacement & damage to non-owned vehicles
What is the Rental Extension Bundle
This file displays as purple in salesforce.
This type of file generates when a customer has purchased a policy or is an additional insured on someone else's policy.
What is a Contact File
What is the Motor Vehicle Report
When a customer misses a payment for the first time if they are paying with EFT or if they successfully update their CC details, sonnet sets up this type of payment automatically for another attempt.
What is a special withdrawal
We will pay for damage to your unit if the Condominium Corporation has no insurance, its insurance is inadequate or it is not effective.
What is Unit Contingency Coverage
This coverage costs $60 per driver that qualifies. The driver must have a 6, 8 or 9-star rating, and been licensed for the past 10 years, and has not had any convictions within the last 3 years
What is Conviction Rating Protection or Ticket Forgiveness
First name, last name, phone number, email address and how the customer heard about us are the pieces of info we must get when creating a type of file.
What are the items we must have to create a lead file
This report will display past insurance history and claims history.
What is AutoPlus
An amount of money that must be paid before the date indicated on the registered letter to avoid being cancelled for non-payment.
What is a One Time Payment "OTP"
What is acceptable Business Use under a home policy
This tool is used to check the accuracy of the year make and model of the vehicle being quoted if there are issues upon purchase.
What is the VDM
You use this tool to add a customer address when they call to inform you that their address does not exist in the sonnet database.
What is the Address Locator
To make a change we must click this button as the first step.
What is the Actions button
The second attempt that the bank makes if the customer is set up for EFT and the first attempt was unsuccessful.
What is the representment
When adding this particular item to the homeowner policy, the item must not be longer than 26ft, cannot have more than 325HP, and be worth no more than $80,000
What are the parameters to schedule a watercraft
The customer is being cancelled because they no longer fall within our risk profile.
What is a cancellation for underwriting reasons
A list of questions that the caller must answer before we can release any information regarding the account.
What is Authentication
This document will display the customers claims they have received while they had a policy with sonnet insurance
What is a Letter of Experience
It is a payment that is set up 14 days after the policy has been cancelled. This is done automatically when the customer has missed too many payments and is being cancelled for final non-payment where there is still an outstanding balance.
What is a Cancellation Special Withdrawal