Uw transfers

Auto

100

Homeowner has a detached garage with an apartment in it that they will rent to others. Wonders how to cover that or what EN is needed.

UW Transfer KC states we should us MS Teams

 This would be a fire policy quote not a en

200

can a husband be excluded on a utah auto policy 

no  Exclusions Not permitted. HELP-109056 

this is not in PG 

300

In Utah all house hold members need to be listed on a mono line classic car 

False Safeconow- Classic Car- PG

This is a requirement when writing a private passenger auto. You may avoid listing all household drivers for a classic car type vehicle by writing this vehicle on its own policy and cross referencing it

  

400

What is needed for a possible hh member not living in home ?

 Not a valid transfer to uw 

Ins would need to fill out the operator discourse form HELP-109226 

500

 Oregon agt would like to exclude a driver 

Yes valid transfer HELP-116641 

• You must contact UW to add/quote an exclusion.
• Available in certain circumstances:
  • License is revoked due to a felony conviction.

  • License is suspended due to being declared incompetent to drive because of mental or physical condition or impairment affecting the ability to safely operate a car.

    • It's measured by a difference in BI and PD Liability premiums with and without the driver exceeding $1000 annually. It's calculated using the state minimum limits of financial responsibility.  

      Premium charge is financial hardship. UW calculates this:

Home

100

RCE has updated and agent wants the old Reconstruction cost estimator  back 

Not a valid transfer to uw,  HELP-111771 

once updated this can not be changed back.

Talking points : We are not looking at the price of the home, but what it will cost to rebuild  

200

DNR- inspection came back over binding authority 

Yes valid transfer  needed UW approval. Dnr

HELP-107448

300

Policy was just issued and needs to update mtg company asap can not make changes yet in PCT

Yes if in Uw review.

 UW will need to release the quote to make changes  HELP-107448 

400

Agent states cost guide is incorrect

Not a valid transfer,  HELP-107448 

Agent would need to do a policy change to reflect the correct features.

500

Agent looking to change the protection class , asking for uw (No docs have been sent in)

Not a valid transfer 

We would need to have documents from a PAID fire department OR A recent vendor inspection indicating that the Protection Class is incorrect  to be able to transfer to UW

UW Must update protection class

Random

100

CNL-COMP Agent wants to change the vehicle from classic to regular use.

Yes HELP-107448 

Valid transfer. Needs UW to rescind the cancel to make change.

200

Pre-bind pause and agent wants exception to move past ( to issue or to get price)

Not a valid transfer-  HELP-113740

• Auto and property: Once the agent submits the additional documentation, they must confirm Client List status shows Pre-Bound Pause and then email to [e-mail]. This email triggers the Policy & Production Support (P&PS) review.
  • Agent's email must include their agent code and customer's name.
  • Agent gets a response within 5 business days.

300

AMR 3.0  policy issued at a different price.

1. see if anything different between the two (same discounts, coverage levels etc) 

2. If full-pay, does this match PIF price in Q&I? (set flag to apply PIF) 

3. Check know issues, incident chat, etc.

4.Ticket   HELP-126615 

400

Agent uploaded Documents and wants Uw to review ( grades)

Not valid if follow up date has not passed HELP-107448 

If information, i.e., grades, photos, DL information, was emailed to UW and/or is attached to policy, UW is notified and handles appropriately.

500

Comp-Cnl status where EQ Declination form was needed and had since then been sent into us. Agt looking to see if that'd rescind the cnl.

Yes valid transfer to see if policy will be rescinded HELP-107448 

• Review file first. Only involve UW if customer/agent provides additional information that may reverse the UW decision on file.

Random

100

a WA state policy travel to mexico is 

Not covered HELP-109081 

200

agt is doing a auto rewrite and wants to match the Diminishing Deductible Credit (DDC)  on the new policy

Not valid transfer, Csrs can update   HELP-107448 

• If policy isn't loyalty rewrite-eligible, rewrite must be approved by UW, who helps reapply the DDC.
  • Exception: Reapplying the DDC in a divorce rewrite is considered an exception. Handled by UW only.

300

Do we write 3D printed homes ?

Not valid transfer HELP-121368 

Homes that are constructed using a 3-D machine to pour cement mixture for the walls.

• This is emerging technology with not enough expertise and market presence to be feasible for coverage.

400

Agent wanted to know why rate on this policy is higher than OY9166219  OY9166222 

as the structures are identical and right next to each other. Wanted to know why the markets were different. 

One was a market 25 due to the claim. Could have reviewed rating factors to determine why the market was different before transferring to UW   not a valid transfer   HELP-118461 

500

Agent states the only person on the policy is deceased 

Yes you will ALWAYS transfer to uw if there is not currently a dnr in place HELP-107448 

Random

100

agt asking for approval on a ineligible list 

yes valid transfer to uw 

HELP-107448

200

Agent disputing inspection report 

Agent HAS already received it the inspection report.

Yes this is valid as long as the agent has received a copy of inspection.

If agent has not yet received a copy please guide to Safeco now- Contact Us -All contact options-Request a copy of a property inspection or get online access to inspections

https://now.agent.safeco.com/start/contact-us

300

Agent would like to switch the named insureds 

Yes valid UW  transfer HELP-107448 

400

Agent asking why there is a DNR and can it be removed to continue the policy. No docs have been sent in.

No not a valid transfer,

If we have the documents and proof we can then transfer to UW If not please ask them to submit proof the issue is resolved.

HELP-107448

500

There is a loss after cancel and agent would like to reactivate 

Yes this is a valid transfer to UW

 HELP-107448