We have an Account for that
This is known as the balance due account.
What is the 235 account?
This program code issues a policy
What is Zero (0)
This happened on policy 5939332-25 (Hong) on deposit 67479.
What is the Dec 2021 Renewal?
This credit is given when the highest rated youthful driver ages up.
What is birthday credit?
You use this function key to access the premium history screen and page through (backwards in time) the premium history screen.
What is the F6 key?
This account is used to send charges and credits to SFPP.
What is the 250 account?
This transaction/program code is used when a policy has been reinstated from a requested cancellation or total suspension
What is 087?
This occurred on policy 3159434-59 (Kell) effective 12/28/2020.
What is a policy issuance due to a vehicle change from 2014 Audi to 2021 Audi?
This would result in an 080 transaction.
What is reinstatement of PH requested cancellation or suspension with a policy issuance?
You use this process guide to determine the meaning for all the accounting codes on the premium history screen.
What is PG 140-A02?
This account is used to write-off charges to the policyholder due to company error, bankruptcies, or other miscellaneous reasons.
What is the 184 account?
This program code means that there was a midterm non-policy issuance change or correction.
This caused policy 3858161-53 (Katu) to cancel on 01/28/2023.
What is non-pay cancellation?
On the premium history screen, "PREV N&A" will display above the message field and there will be a transfer to a new change code.
What is a Name Change?
This function allows you to page back through the premium history screen to the most recent transaction screen (go forward in time).
What is F21 or Shift+F9?
This account is used to hold unearned premium while the policy is in a suspended status.
What is the 335 account?
This transaction/program code is used when a car is canceled on a multi-car policy.
What is 280?
On Deposit Date 12/12/2022, PH Tran received a refund check on policy C994866-11 for this.
(2 part answer)
What is Time-Out-Of-Force from 12/06/22-12/09/22?
You would see these on the premium history screen if a premium refund was sent to a policyholder.
(2 part answer)
What are a credit to the 259 account and a check number?
This payment transaction does not display on the premium history screen.
What are Zero-Balanced Renewals or Straight Renewal Payments which balance to Zero?
This account is used when premium is refunded back to the policyholder and a check has been issued to the Policyholder.
What is the 259 account?
These transaction codes are used to make manual entries, mostly used when there is a blocked date or term.
What is a 24/04?
Effective 08/02/22, this occurred on 4640529-53 (Benouis).
(2 part answer)
What is the cancellation of Car003 (2017 Ford) and driver change on Car002?
If a policyholder went from owning a home to renting an apartment and changed their FIRE policy accordingly, you could see the change here on the premium history screen.
(2 part answer)
What is in the Class Code and the Source?
These can be seen on the premium history screen and the PMR.
(5 of 10 for points)
What are the:
Policy Number, Class Code, Vehicle Info (Year & Make), IRG Info, Annual Mileage, Territory, Agent Code, Coverage, Vehicle Use, or SFFP Acct number