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  1. AE creates a Q-CH activity and assigns to the Account Associate
  2. Account Associate processes Change Request and closes out original Q-CH
  3. When the Change Request gets e-mailed to the carrier, the Account Associate attaches e-mail to a Q-CS activity and keeps it open (coded under their initials) with a 45 day follow-up
  4. If the Endorsement is not received in 45 days:
  • Original request is resent to carrier. Save the e-mail in attachment showing “2X Req Sent…..”
  • Put a note in the original Q-CS activity that a 2nd Req was sent.
  • Also, put a “2X” in front of the activity description
  • The original Q-CS activity is pended for another 15 days.
  1. If the Endorsement is not received in the next 15 days:
  • Another request is resent to carrier. Save the e-mail in attachment showing “3X Req Sent…..”
  • Put a note in the original Q-CS activity that a 3rd Req was sent.
  • Also, put a “3X” in front of the activity description
  • The original Q-CS activity is pended for another 30 days.
  1. At end of the 30 days (90 days total), the Q-CS activity is reassigned to AE to handle.
  • An e-mail must be sent to the AE advising them that we have still not received endorsement and that the activity will be re-assigned to them to handle. Put a note in the activity and save the
  • e-mail to the AE in attachments.
  1. If the endorsement is received and is correct, the Q-CS activity can be closed.
  2. The activity can also be closed if an AE advises that the endorsement is no longer needed.
  • Put a note in the activity stating that the AE gave you approval before closing activity.

 

The Q-CS activity is closed out & noted by whoever checks the end’t against the request.

If AE closes out the Q-CS, it is assumed the end’t has been checked by the AE for accuracy. If not closed out, the Quest Associate will check it against the endorsement request.