Servicing
- Client Service Plan (Accounts over $25k in income) added 3-19-2014
- Certificate Processing
- Certificate Workflow
- Change Request
- Audit
- Billing
- Non-Pay Cancellation
- Underwriting/Non-Renewal Cancellation
- Money Endorsement Processing
- Non-Money Endorsement Processing
- Processing Auto Change Requests
- Lost Policies, Lost Accounts & DBL Only Accounts
- DMV Suspension
- Service Timeline
- Summaries of Insurance Updated 4-14-16
- WC Audit Review
- Experience Modifications
- Proposal Systems User’s Manual Added 12-2-14
- Auto-Request to Add New Vehicle Added 2-25-14
- Auto-Change Request Procedure Added 2-25-14
- WC-Procedure for Obtaining Experience Rating Sheets Added 2-25-14
- One Time Policy and Tail Coverage Procedure Updated 1-11-17
- Procedure for Collections on Outstanding Invoices Updated 8-15-18
Other
- Producer Commission Instructions Added 9-23-16
- SterlingHyde Coding Added 5-24-16
- Heritage Strategies Coding Added 5-24-16
- Epic Exception Notifier (EEN) Error Codes Added 10-24-19
- Activity Code Breakdown
- AE Account Transfer
- Billing Issue Procedure Updated 4-23-19
- E&O
- Surety Bonds:
