Embedded Files
- 6# New procedural updates.
-Update received on the: 11/Apr/2024
Hello, team, team this update is in regards about 4 topics discussed on the last external calibration session we had with our client.
- When updating the LH address, we must verify if it's active and if it has Physical Damages.
- We must check the Lender Requirements before proceeding with Closing Queue, Pending or Requeuing.
- If ICC Reps doesn't leave notes on it would be a dock down on 5.2.- Did not leave notes for each call made.
- When calling the carrier and they're unable to verify we must leave the notes with the following details:
*Called carrier at
*Unable to verify coverage for POI#
*Per agent stated to be busy/ long hold time/ wrong PH# dailed
*Remember to always ask your supervisor or QA any questions that you may have!
Source: External Calibration Client.
- 5# New procedural updates.
-Update received on the: 21/Mar/2024
Hello, team, below you will find the most recent updates/agreements:
- When the account is under a Cancelled exposure and it going to expire in 2 days, we can call after the expiration date IF the Lender does not finish the cycle period.
*Remember to always review your shared folder for any updates or changes!
Source: Client External Calibration.
- 4# New procedural updates.
-Update received on the: 7/Mar/2024
Hello, team, below you will find the most recent updates/agreements:
- If the rep missed to notate what happened to the previous POI, it would be a score down on 3.3.-Must post complete notes with correct grammar.
- If the ICC rep just talked to the agency and saw the next account has the same POI# but different vehicle, we must call back to verify the vehicle, deductibles, LH information and if the Dec page that was sent earlier would include this vehicle as well.
Remember to always review your shared folder for any updates or changes!
Source: Client External Calibration.
- 3# New procedural updates.
-Update received on the: 22/Feb/2024
Hello, team, below you will find the most recent updates/agreements:
- For the case of loan # 251265 because the last banner entry was 2/16/24 before the call was made on 2/16/24 it already had a dec page and a cancellation notice for 2/23/24, in this case, the call wasn't necessary because it will be back on queue to call again. Unless the account has a deficient then it wouldn't be considered an unnecessary call.
Remember to always review your shared folder for any updates or changes!
Source: Client External Calibration.
- 2# New procedural updates.
-Update received on the: 12/Feb/2024
Hello, team, below you will find the most recent updates/agreements:
- If the agent missed to notate since when are the deductibles like that it would be a score down on 3.3.-Must post complete notes with correct grammar.
- If the agent missed to notate the email it's also a score down on 3.3.-Must post complete notes with correct grammar.
*Remember to always review your shared folder for any updates or changes!
Source: Client External Calibration.
- 1# New procedural updates.
-Update received on the: 25/Jan/2024
Hello, team, below you will find the most recent updates/agreements:
- Liability Limits minimum are $250,000 / $500,000 / $100,000.
- Liability Limits combine minimum are $1,000,000 are acceptable. if it’s less than $1,000,000 not acceptable.
- For the agent says it Expires and the rep notates Cancelled or vice versa it would be a dock down on 3.3.-Must post complete notes with correct grammar.
- For any Lender that has a deficient for high deductibles (but it is acceptable) we still have to ask since when and notate it otherwise it would be a score down on 3.3.-Must post complete notes with correct grammar.
*Remember to always review your shared folder for any updates or changes!
Source: Client External Calibration.
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