Embedded Files
Notes for Accounting:
Do we still use Strand? If not, feel free to delete the collapsible module for it
Add a collapsible module for any finance company that we are using but is not listed here. Please make sure to follow the General Framework
Ensure to detail out the steps if applicable
Please clean up this page Finance and Insurance Companies Accounting Framework
Notes for Trucking:
How to create a PFA with Ascend and PAVO
Update the PAVO training page. The team can make individual videos or one video with timestamp on how to do things in PAVO
Answer the questions by editing the PAVO training page
Ascend
Ascend
Fun Facts
Billing
New Business Program
Renewal
Cancellation
Reinstatement
Endorsement
Requesting loan terms
Carriers
Exclusions
Contact info in directory
GENERAL FRAMEWORK
*Fun Facts:
Are they a Finance company or a wholesaler?
Can you write out a simple yet clear blurb about them and what they do?
What is their website URL?
How can we check accounts in their portal?
Do we have a service center with them?
What are their business hours?
Any important reminders?
*Billing:
Show how to put someone on EFT/Autopay.
Show how to make a payment.
Show how to check billing.
Can the customer pay directly to them? If yes, show how.
Can we do paid in full with them?
*New Business Program
How to create a new business program?
How to add/update the insured and policy information?
*Renewal:
Show how to renew a program.
*Cancellation:
Show how to cancel a program for cancellations due to insured's request
How to process cancellation invoice for NOCs
How to process return premium
Do we have automated label in EZLynx for this?
*Reinstatement:
How to reinstate a program
*Endorsement:
How to create an endorsement (for policy premium increase and decrease)
*Requesting loan terms:
Show how to request loan terms
*Carriers:
What carriers they do business with?
*Exclusions:
Are there any notable exclusions? (e.g. they don't do business with a certain carrier etc. Things that they won't do)
*Contact Information in Directory:
Verify the accuracy of the contact information in our directory.
PAVO
PAVO
Fun Facts
Billing
New Business Program
Renewal
Cancellation
Reinstatement
Endorsement
Requesting loan terms
Carriers
Exclusions
Contact info in directory
GENERAL FRAMEWORK
*Fun Facts:
Are they a Finance company or a wholesaler?
Can you write out a simple yet clear blurb about them and what they do?
What is their website URL?
How can we check accounts in their portal?
Do we have a service center with them?
What are their business hours?
Any important reminders?
*Billing:
Show how to put someone on EFT/Autopay.
Show how to make a payment.
Show how to check billing.
Can the customer pay directly to them? If yes, show how.
Can we do paid in full with them?
*New Business Program
How to create a new business program?
How to add/update the insured and policy information?
*Renewal:
Show how to renew a program.
*Cancellation:
Show how to cancel a program for cancellations due to insured's request
How to process cancellation invoice for NOCs
How to process return premium
Do we have automated label in EZLynx for this?
*Reinstatement:
How to reinstate a program
*Endorsement:
How to create an endorsement (for policy premium increase and decrease)
*Requesting loan terms:
Show how to request loan terms
*Carriers:
What carriers they do business with?
*Exclusions:
Are there any notable exclusions? (e.g. they don't do business with a certain carrier etc. Things that they won't do)
*Contact Information in Directory:
Verify the accuracy of the contact information in our directory.
Strand
Strand
Fun Facts
Billing
New Business Program
Renewal
Cancellation
Reinstatement
Endorsement
Requesting loan terms
Carriers
Exclusions
Contact info in directory
GENERAL FRAMEWORK
*Fun Facts:
Are they a Finance company or a wholesaler?
Can you write out a simple yet clear blurb about them and what they do?
What is their website URL?
How can we check accounts in their portal?
Do we have a service center with them?
What are their business hours?
Any important reminders?
*Billing:
Show how to put someone on EFT/Autopay.
Show how to make a payment.
Show how to check billing.
Can the customer pay directly to them? If yes, show how.
Can we do paid in full with them?
*New Business Program
How to create a new business program?
How to add/update the insured and policy information?
*Renewal:
Show how to renew a program.
*Cancellation:
Show how to cancel a program for cancellations due to insured's request
How to process cancellation invoice for NOCs
How to process return premium
Do we have automated label in EZLynx for this?
*Reinstatement:
How to reinstate a program
*Endorsement:
How to create an endorsement (for policy premium increase and decrease)
*Requesting loan terms:
Show how to request loan terms
*Carriers:
What carriers they do business with?
*Exclusions:
Are there any notable exclusions? (e.g. they don't do business with a certain carrier etc. Things that they won't do)
*Contact Information in Directory:
Verify the accuracy of the contact information in our directory.
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