User:WikiAdmin/sandbox: Difference between revisions

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Can I get my dec page? Can you issue the policy? (service)
<big>'''Code for Collapsible Section'''</big>
<pre>
{{Collapsible-section
|number  = 1
|title  = Example
|content = Here's the first line of content.
...
}}
</pre>


Can you fix this <system element> error? (service)
{{Collapsible-section
|number  = 1
|title  = Example
|content = Here's the first line of content.


Where do I get my commissions statement? (information)
{{Box task
|image  = Sol-img-filler.png
|size    = 200px
|alt    = the image alt text
|caption = Here is a caption
|text    = some text
}}
<big>'''Code for Box Task'''</big>
<pre>
{{Box task
|image  = Sol-img-filler.png
|size    = 200px
|alt    = the image alt text
|caption = Here is a caption
|text    = some text
}}
</pre>
----


Where is the policy jacket/form? (information)


What else is needed to get this policy cancelled? (problem solving) - ''Enhancing the pending documentation feature to email the agents what exactly is needed on a pending request should help''
{{Box task eq
|image  = Img-eq-proc-transfer-01.png
|size    = 400px
|alt    = An image of the Waiting Period Type showing "Transfer".
|caption = The Waiting Period Type should show "Transfer".
|section = General Information
|field  = Waiting Period Type
|entry  = Transfer
|info    = In the General Information section of the Policy Record, find the Waiting Period Type and confirm that is shows "Transfer".
}}
<big>'''Code for Box Task EQ'''</big>
<pre>
{{Box task eq
|image  = Img-eq-proc-transfer-01.png
|size    = 400px
|alt    = An image of the Waiting Period Type showing "Transfer".
|caption = The Waiting Period Type should show "Transfer".
|section = General Information
|field  = Waiting Period Type
|entry  = Transfer
|info    = In the General Information section of the Policy Record, find the Waiting Period Type and confirm that is shows "Transfer".
}}
</pre>
----


Can you help me with an application? (service)


Where is the payment that was sent <number> days/weeks ago? (information) - ''Make sure our letters have 7-14 business days, make sure refund letters have the mailing address''
{{Box task review
|file = [[File:Img-nfip-declarations-01.png|200px]]
|info =
The following details must match '''exactly''' on the prior declarations page or renewal bill.
* All policyholder's names
* Property Address
* Prior Policy Number
* Prior Company Name
* Prior Company NAIC Code
* Policy Expiration Date to New Policy Effective Date


Can you help me get logged into the system? (service)
{{attention|The NFIP coverage limits must be checked for '''coverage increase amounts higher than Option B''' if the premium was received less than 30 Days prior to Expiration.}}
}}
<big>'''Code for Box Task Review (plus Attention)'''</big>
<pre>
{{Box task review
|file = [[File:Img-nfip-declarations-01.png|200px]]
|info =
The following details must match '''exactly''' on the prior declarations page or renewal bill.
* All policyholder's names
* Property Address
* Prior Policy Number
* Prior Company Name
* Prior Company NAIC Code
* Policy Expiration Date to New Policy Effective Date


Can you help my policyholder get logged into the consumer portal? (service)
{{attention|The NFIP coverage limits must be checked for '''coverage increase amounts higher than Option B''' if the premium was received less than 30 Days prior to Expiration.}}
}}
</pre>
----


Can you fix the policy effective date? The loan closing date changed. (service) - ''Maybe instead of Policy Actions, we change to Request a Change''


Can you fix the property address? I entered the wrong one. (service)
{{spoiler
|num = A31
|click  = They can keep the same policy when they transfer to your agency.
|info    =
{{wrong|This is incorrect if the agent only writes for Widgets United.}} <br>


Why was the effective date changed? (information/problem solving)
Text


Why are you asking for more premium? (information) - ''better letters to explain the entire situation as to why the premium changed (thinking claim reformation as example)''
}}


Where did this refund check come from? (information) - ''this might be because the letter doesn't get mailed with the check.''
<big>'''Code for Spoiler'''</big>
<pre>
{{spoiler
|num = A31
|click  = They can keep the same policy when they transfer to your agency.
|info    =
{{wrong|This is incorrect if the agent only writes for Widgets United.}} <br>


Can you check my application to make sure it’s all correct? (service/assurance)
Text


I need to make a payment. (service)
}}
 
</pre>
I need to update the mortgagee. (service)
<!-- end of the collapsible -->
 
}}
What’s your email address? (information) - ''this should be listed on the agency dashboard? At least tell them how to access the message center within the policy in question?''
 
What’s your overnight address? (information) - ''this should be listed on the agency dashboard?''
 
What’s this letter all about, I need you to make sense of it for me. (information)
 
How can i get my loss history (information NFIP phone #) ''- redirect to the bureau, maybe make this a policy action item?''
 
I have not received my refund check (problem solving/service)
 
I didn't get my download last night (Ivans) (service)
 
I need to change coverage/deductible for my upcoming renewal (service)
 
I didn't receive the email that was sent to me earlier today.  (service)
 
Why don't we get paid commission on all premium submitted ? (service)
 
How can I add another email address for electronic delivery of commission statements (service)
 
Can you reset my password for me?  (service) - ''the system should be doing this? If not, what was the blocker?''
 
Can you redirect the refund check to another address? (service)
 
Where can I submit a completed Agent of record request? (service)
 
Where can I obtain the agent of record or broker form? (service)
 
How are AOR's processed for company XXXXX, mid term or just at renewal? (service)
 
How do I get access to Agency reports?  (service)
 
How do I add a state to my login? (service)
 
How do I do a name change on my account?  ( name field should be locked down, allowing the agt/user to update his/her email address but not the agent name without Company approval)  (service)
 
My FEIN number has changed, how does that get updated? (service)
 
My Ivan's mailbox has changed how do I update? (service)

Latest revision as of 13:38, 3 March 2025

Code for Collapsible Section

{{Collapsible-section
|number  = 1
|title   = Example
|content = Here's the first line of content.
...
}}

Example

Here's the first line of content.
the image alt text
Here is a caption
some text

Code for Box Task

{{Box task
|image   = Sol-img-filler.png
|size    = 200px
|alt     = the image alt text
|caption = Here is a caption
|text    = some text
}}


An image of the Waiting Period Type showing "Transfer".
Section Field Entry
General Information Waiting Period Type Transfer

In the General Information section of the Policy Record, find the Waiting Period Type and confirm that is shows "Transfer".

Code for Box Task EQ

{{Box task eq
|image   = Img-eq-proc-transfer-01.png
|size    = 400px
|alt     = An image of the Waiting Period Type showing "Transfer".
|caption = The Waiting Period Type should show "Transfer".
|section = General Information
|field   = Waiting Period Type
|entry   = Transfer
|info    = In the General Information section of the Policy Record, find the Waiting Period Type and confirm that is shows "Transfer".
}}


The following details must match exactly on the prior declarations page or renewal bill.
  • All policyholder's names
  • Property Address
  • Prior Policy Number
  • Prior Company Name
  • Prior Company NAIC Code
  • Policy Expiration Date to New Policy Effective Date
The NFIP coverage limits must be checked for coverage increase amounts higher than Option B if the premium was received less than 30 Days prior to Expiration.

Code for Box Task Review (plus Attention)

{{Box task review
|file = [[File:Img-nfip-declarations-01.png|200px]] 
|info =
The following details must match '''exactly''' on the prior declarations page or renewal bill.
* All policyholder's names
* Property Address
* Prior Policy Number
* Prior Company Name
* Prior Company NAIC Code
* Policy Expiration Date to New Policy Effective Date

{{attention|The NFIP coverage limits must be checked for '''coverage increase amounts higher than Option B''' if the premium was received less than 30 Days prior to Expiration.}}
}}


They can keep the same policy when they transfer to your agency.
This is incorrect if the agent only writes for Widgets United.
Text

Code for Spoiler

{{spoiler
|num = A31
|click   = They can keep the same policy when they transfer to your agency.
|info    = 
{{wrong|This is incorrect if the agent only writes for Widgets United.}} <br>

Text

}}