Driver Assignment
From the household profile screen, I can tell which policy a client is assigned to by reading this?
Policy ID
I would access this screen to add/edit/delete a client from the household?
"HD" Household Clients and Violations
These two sub screens are used to help identify blocked dates?
"SS" Status Selection, F5
If I wanted to add Stear Clear discount, Driver Tenure, and limited Access, I would use this screen?
"CHD" Client Historical Details
I can view Risk works in progress by typing this in the next field?
RWIP
A client can be an assigned driver on this number of vehicles within the entire enterprise?
"1" One
If I needed to add an existing client back into the household, I would use this action code?
"N" Undelete
Before making any entry on a policy, I have to make sure this is open?
The effective date
A Policy Transaction must be submitted within ____ days to not be considered as a backdate request needing supporting docs?
30
I can tell a RWIP is present on a policy by a message that appears on _____ screens?
"HH" Houshold Profile & "HP" Houshold Policies
I removed a client from the household that is not insured elsewhere, their rate indicator should be this?
"Z" No Exposure
There are 2 drivers listed in the same household that have the same name and date of birth. I will use this action code to fix/correct?
"L" Link
EFF DATE EXP DATE Status
04-04-13 09-20-13 01
03-20-13 09-20-13 24
09-20-12 03-20-13 01
Agency submitted a PT with an effective of 04-02-13. Is the date open or blocked?
Blocked. 24 Status
If Agency has a "What If" question and a loss has not occurred, I would transfer call to this department?
Underwriting
A RWIP is created when this happens?
A correction or change to clients information is processed, either manually or by the system.
When unassigning a driver, I would never use this action code?
"G" Unassign
I am removing a client from the household. I will need to enter these three things on the HD screen?
"D" Action code, Client ID #, Effective date
The F5 screen needs to be checked for Time Out of Force (TOOF) if there is a _____ status in the line above the first blocked date?
"08" Status
If no Service Team lead is available after holding for 1 minute, I will create a case in OSC and assign it to this assignment group name?
PLCC-LEAD-ASL
This screen displays historical surcharge and miscellaneous rating information for a policy term?
"PRH" Policy Rating History
A PT was submitted to correct a client's birth date. The date is open, and tde is not in queue. I will need to use this action code to process?
"E" Edit
I am able to access the Client Violation Surcharge Entry and Review sub screen by entering this information on the Houshold Clients and Violations screen?
'V" Action code, Client ID #
If requested effective date is on or after the first available date, then the date is blocked? TRUE OR FALSE?
FALSE - Date is open, OK to process
For coverage change requests that are not submitted within 3 days of the requested effective date, the PT must state “Agent error” in Remarks and provide supporting documents. 3 examples of supporting documents include....
The difference between match TDE Y & N is ______
"Y” entry matches the online entry transaction with the TDE transaction & processes them together. “N” entry doesn’t look for a TDE entry, processes overnight by itself.