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I also have created several presentations that I have presented during team meetings.
I noticed that a lot of reps were processing a role incorrectly. What we should do is reset the policy and trick the system into taking the policy back to the effective date or application status in order to change the effective date. This is a 3 to 6 day process. Reps were not sending the memos correctly and the purpose of the memo is to let the customer know we will be taking their payments out of their account on a new date. I did a power point presentation and showed the reps on my team the correct procedure.

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  1. 1. Flat Delete Reissue helpful hints Team 432
  2. 2. Acc/ Memo General 3 <ul><li>A site audit was done and our team's greatest opportunity is forgetting to send general 3 after the completion of an FDR. There are no serious concerns with that being our only defect. We’re processing the rest of the work item accurately. GREAT JOB! </li></ul>
  3. 3. Three things to remember <ul><li>Make sure it is not month end . </li></ul><ul><li>If month end week, do not process unless change can be completed by Friday. If FDR for Agent code, it may be started at any time; commission adjustments will appear on separate statements. </li></ul><ul><li>Document NOTES: </li></ul><ul><li>Type - Problem </li></ul><ul><li>Subtype - Other / FDR </li></ul><ul><li>Text - Process FDR after month end </li></ul><ul><li>Check to see if a filing is on the policy. </li></ul><ul><li>If there is a filing Document NOTES: </li></ul><ul><li>Type - Filings </li></ul><ul><li>Subtype - SR22 </li></ul><ul><li>Text - Filing (indicate specific filing type) will be reprinted due to FDR. </li></ul><ul><li>(Reprint filing on day 3). </li></ul><ul><li>Send the appropriate memo </li></ul>
  4. 4. Closing Schedule
  5. 5. FDR Process <ul><li>The FDR process is normally a 3 day process, however due to the way the work is routed, the work item is not being returned the next day. </li></ul>
  6. 6. Steps <ul><li>Verify request is valid. Click into: Reasons for an FDR . </li></ul><ul><li>Determine LCD. If request is Inception - follow FDR Normal Process . </li></ul><ul><li>If date in the way, rename to As-Is FDR, add policy issue “No Processing Should be Done.” </li></ul>
  7. 7. Day one <ul><li>Document FDR note PROBLEMS |Other |FDR. Text: FDR to correct (change effective date / remove pop, etc.) Current Market is__ /Current Commission Level is__ ). </li></ul><ul><li>Day 1 . Process Flat/Delete. Done 4/24 </li></ul><ul><li>Day 2. Correct policy & reissue/ Send appropriate ACC. Done 04/25 </li></ul><ul><li>Day 3. Resume Disbursement/ FDR is now complete. Done 04/26 (Make sure the when you are on Day one and Two the note says “FDR NOT complete” Change from not to now on Day 3) </li></ul><ul><li>In OWB click option: Return to application status. </li></ul>
  8. 8. Day 2 <ul><li>Make changes </li></ul><ul><li>Update FDR NOTE to indicate day is complete: On of the things that procedures suggest is to set your dates up in advance: </li></ul><ul><li>Day one 4/24, flat. </li></ul><ul><li>Day 2 4/25, make changes. </li></ul><ul><li>Day 3 4/26 FDR not complete. ( Reps sometimes put “ FDR now complete ” on the policy on the first day. But the steps state not to put this in the note until the &quot;entire&quot; FDR is completed. ) If a CSR looks at the note as sees “FDR now complete”, it could look like we have completed the work when we haven’t. </li></ul><ul><li>Send Appropriate memo </li></ul>
  9. 9. Day 3 <ul><li>Resume Disbursements on the policy. </li></ul><ul><li>If there is a filing on policy, reprint all filings on policy. Use Print SR22, Reprint existing SR22 option. </li></ul>
  10. 10. FDR note Example General 3 <ul><li>We have changed the effective date of your policy. </li></ul><ul><li>The original policy period was from 04/26/2009 to 10/26/2009 . </li></ul><ul><li>The new policy period is from 04/24/2009 to 10/24/2009 . </li></ul><ul><li>The enclosed Declarations Page shows the new policy period. </li></ul><ul><li>*Massachusetts send : MC & MT General 37 </li></ul>If the customer request to change the policy effective date from 4/26/2009 to 4/24/2009.