Effective Dates
The effective date used when adding a vehicle to the policy.
What is the purchase date?
This FUS is used to determine who should be listed as a driver in the state of Washington.
What is Driver Script – Relative (Drv Relative) in Policy Changes Folder or Drivers-Relative (Drv Relative) in Vehicle Changes Folder?
This FUS is used to determine if the vehicle is owned by a partnership, corporation, or LLC?
What is…
Always Ask After Use or “PSHIP/CORP/LLC”
This FUS is used to determine the effective date when customer requests to add a vehicle recently purchased.
What date did you purchase the vehicle? FUS- Date-Already Bought (Vehicle Changes Folder- 01)
This FUS is used to determine who should be listed when adding a driver to the policy in the state of Texas.
What is Drivers-Relative & Nonrelative (Drv_All HH) in the Vehicle Changes Folder or Driver Script-Relative & Nonrelative (Drv All HH) in the Policy Changes Folder?
-Show Photo
This FUS is used to confirm the vehicle mileage when adding or replacing a vehicle.
What is…
Mileage-Commute Confirm or Miles Confirm
The effective date used when adding a vehicle to the policy purchased 38 days ago.
What is the notification date?
When adding a driver in the state of Indiana, you discover the named insured lives with their fiancé’s parents. Should any additional action be taken?
What is Yes - We should be adding the parents.
What is the FUS used to determine vehicle use?
What is…
Use-Fill w/Picklist
Effective date(s) used when replacing a vehicle with a purchase date of 7 days ago and a change to collision from $500 to $100 deductible.
What is purchase date for vehicle and What is notification date for coverage.
When replacing a vehicle, you should use broadest coverage currently listed. Then, add an additional change effective their notification date to update the deductible.
When determining the Driver Status, this link must be used to determine “who should be added on the policy.”
What is Household Member?
What is the action taken when customer provides an annual mileage range from 5,000-8,500 miles, spanning more than 2 ranges?
What is…
Ask additional probing questions regarding the exact range of miles.
These FUS help to provide a full recap to an endorsement of a vehicle and coverage policy change.
FUS-What is Endorsement Recap #1 and Endorsement Recap #2
In Ohio, you discovered the insured has a roommate renting a room. This FUS should be used to determine “who needs to be listed on the policy”.
What is Drivers-Relative & Nonrelative (Drv_All HH) in the Vehicle Changes Folder or Driver Script-Relative & Nonrelative (Drv All HH) in the Policy Changes Folder
In Pennsylvania, when the insured states the vehicle is used for commute, you must ask about this.
What is…
Additional probing questions regarding commute to NJ/NY