Epic
What is epic?
Broker management system that allows agents and brokers to manage their book of business?
How many trackers does CMT use?
2
What script is used to request commission statements?
Initial reach out/ commission statement assistance script
asset or agency that was acquire by Hub
What is an acquisition?
Which GL is for EB commission?
What is 136100?
Do we contact clients we find in epic?
No
What is the tracker is used for reviewing tasks sent back by Direct bill?
Unmatched unassigned tracker
When reaching out for a check payment where do we paste the screenshot of the check image?
In the payment details - check stub image
What is the acquisition sticky color?
What is Salmon?
What GL is for P&C commissions?
What is 136002?
Which key feature do we use to find client accounts?
Account locate feature
Which tracker is used for keeping track of your progress on finding the most efficient way of obtaining statements?
Optimization tracker
What are some things that we can provide the carrier besides the banking information and check image?
Tax ID, agent codes, agency codes
In the entry description (not BOA) __ is a indication of a acquisition
What is CS?
What does the E stand for in the Naming convention?
What is Property and casualty?
Under General Ledger, (blank) are incoming payments. Fill in the blank
Receipts
What is the name of the tab on the U/U tracker that shows our discrepancies?
2026 Onshore
What script do we use when we are missing details or missing partial commission statements
There is no script we create our own script.
Which acquisition check can we provide the check image to the carrier?
What is "to acquisitions" check?
What does the R stand for in the Naming convention?
What is employee benefits?
Under General ledger, (blank) are outgoing payments. Fill in the blank.
Disbusrements
Which tracker do we use to track our ACH progress?
Optimization tracker - ACH tab
What is the name of the script we use when we want to have the most efficient way of obtaining statements?
Optimization script
Where can we find Acquisition tax IDs
What is CGT sharepoint?
What are the 2 sub accounts for P&C?
What is Broker and Company?