REWRITE COMBO TO MONOLINE
Click on Client
Click on Policies
Highlight policy to quote
Click on Options
Click on Quote
Quote existing policy (this takes you into the rater)
If you need help with the rater – see the person in charge of training.
Before exiting rater, choose the company you want to "Accept"
Press F7
Press F2 to go to system menu
Enter on Exit
Transfer quote to Tam application = N
Store quote in rater = Y
Any changes = N
An Activity pops up
Press escape
Abort? = Y
If rewriting other line also, quote that next, following above steps.
If quoting Home or Renter, remember you need to quote umbrella, rec vehicles or scheduled items by using the manual. This cannot be done on the rater.
Determine what company you will be using based on your quotes.
Add billing screen for monoline
Click on add (radio bar)
Status - REW
1st written date - CARRY THIS DATE FORWARD FROM ORIGINAL
SCREEN
Note field – If auto indicate if an SR22 filing, if home indicate if Mort bill
Policy # - Apppending
Term dates
Pay mode (how insured is paying premium)
Company
Commission – if you know – DP will verify when policy is issued
Producer – leave as is (this is who brought original policy to the agency)
Premium – quoted amount – must match term
OK
If any scheduled items, rec vehicles or additional endorsements on combo, the appropriate billing detail screens will need to be updated or created.
Highlight New billing screen
Click on Options
Click on quote
Click on current (left side of box)
Click on recall stored quote
Verify company & premium is accurate
Press F2 to go to system menu
Enter on exit
Transfer quote to Tam application = Y
Store quote in rater = Y
Warning: Over write existing quote = Y
Any changes = N
Activity pops up
Press escape
Abort? = Y
Click on Options
Current App
Review app and COMPLETE EVERY SPACE
File
If electronic company you must delete the company and add HSE (in house printing)
Click on print (not queue)
Cancel out of activity
File
Exit
Before printing home app make sure any added coverage (example: scheduled
items, rec vehicles, additional endorsements) are typed into the remarks section
added into the premium, so insured is signing a complete and accurate app
with no handwritten information added.
Since this is a rewrite application for an existing client, the current policies will need to be cancelled. One LPR for each policy #. See Loss Policy Release (LPR) procedure.
Click on Documents
Letter to insured
Follow document procedure
Make sure letter explains any differences in coverage from the old policy to the new policy. Also include the new effective date and the new company name. Explain if any money requirement and any other specific instruction for them to follow regarding enclosures to sign.
Click on Activities
Click on add (radio bar)
Category – "APIN"
Description – effective date, company, type
Amount – leave blank
Note – Rew of (old policy#), auto $400/6m, home $200/12m,any additional info
needed, any money needed, quote info in future app.
One activity per policy #
Follow up will default to 7 days.
Follow up to the person entering the activity.
Click on add (radio bar)
Category – "CANI"
Description – effective date, company, type, canc
Amount – leave blank
Note – lpr to insd, policy #, rew to (company)
Use same 7 day follow up as used for application
Follow up is to person entering activity
When signed app is returned, verify all info is complete & all signatures are there
Make copies of all signed apps for the agency and put them in the hard file.
Click on Activities
Click on add (radio bar)
Category – "REWA" (app to company)
Description – effective date, company, type
Amount – leave blank
Note – app to co w/insd ck#0000 for $000, auto $400/6m, home $200/12m, rew
of pol #, any special handling, coverage or additional info. ( if more room is
needed put it in notes(yellow legal pad at top of screen)
30 day follow up to the operator
Close the "APIN" activity.
Close the "CANI" activity when the signed LPR is returned. Verify the form is complete and signature is complete.
Click on add (radio bar)
Select "CANC" activity code
Select the correct policy type
OK
Check the policy info in the upper right hand corner and make sure the correct company is listed
Tab to the description
Description: This should match the description on the "CANI" activity that you closed (effective date, Company, type of policy, type the word canc.
Amount: Blank
Note: LPR sent to co for policy #, rew to (company)
Leave activity open with a 30 day follow up to "MP"(Missy Ploessl)