Legacy Billng
How to determine the effective date for a Legacy policy cancellation in Exceed On the summary screen find the Cancellation line. Then Cancellation effe...
Sun, 27 Jun, 2021 at 2:18 PM
How to determine the effective date for a Legacy policy cancellation in Mainframe From Mainframe, go to the PISA/MISA screen. Directly under the TRNEFF ...
Sun, 27 Jun, 2021 at 2:19 PM
How to determine the reason for a Legacy policy cancellation From Mainframe, go to the PISA/MISA screen. On the bottom right review the code under the R...
Sun, 27 Jun, 2021 at 2:20 PM
Who approves reinstatements for Legacy policies Customer Service approves/denies reinstatements for Personal Lines. Commercial/Farm must be approved by ...
Sun, 27 Jun, 2021 at 1:26 PM
How to deternine if a Legacy policy is eligible for reinstatement Was the call/payment received within 30 days of the processed cancellation date? No? Dec...
Sun, 27 Jun, 2021 at 1:29 PM
What is needed in order to reinstate a Legacy policy A credit card payment is required for the reinstatement amount along with an SNL. Both items must b...
Sun, 27 Jun, 2021 at 1:32 PM
How to process a Legacy policy reinstatement If the insured has not provided you with a statement of no loss be sure to check the notepads in Mainframe t...
Sun, 27 Jun, 2021 at 1:35 PM
How does a Legacy audit apply An audit applies like an endorsement, but audits are always done on the prior term. If the audit results in a debit, this p...
Sun, 27 Jun, 2021 at 2:20 PM
What does it mean when a Legacy policy is cancelled subject to audit This means that the policy has been cancelled, but an audit is currently in process....
Sun, 27 Jun, 2021 at 1:39 PM
Can Legacy audits be paid off in installments Yes, but the pay plan has to be approved through Underwriting
Sun, 27 Jun, 2021 at 1:40 PM