The "Letter Writing" screen can be found by selecting this Function Key.

A canceled policy at the policyholder’s request is depicted as what status on the HP screen?

A rate indicator not eligible for rating BUT could also be insured(outside of State Farm) & in the current household.

Escape Key for groupings?

A Divorce, Separation, or a "Household Note" (HN) stating a _____ is needed in the household.

The "PMR & PMR Sub-screen" can be found by selecting this Function Key.

If the application is a response to a follow-up request for information, what coding format would you use to format the subject line of your email to follow-up?

An active fire policy with a named insured NOT listed within the household, BUT the fire policy has an address match.... what are your next steps?

What does ECVC stand for?

All named insureds are not included on the active auto policy,
OR
All named insureds are not included on the inactive fire policy... strand, bump, split or link?

The " Household Profile" screen can be found by selecting this Function Key.

A(n) _____in the status code represents an extended due date on the policy. What is the rate indicator?

The first letter of an active auto policy appears as _____, indicating it will be treated as an INACTIVE POLICY is called what?

Someone who is not a full-time resident of the household/group BUT is expected to have future exposure to the vehicle or operating the vehicle will display what rate indicator?

A House Hold listed as "DO NOT SHARE", a ____ is the only way to move a policy in/out of that HH to avoid sending ECP Ticket.

The "EOT/SOT" screen can be found by selecting this Function Key.

If there is a duplicate application and payment is NOT attached you would follow the steps as such:
○ Create PN that app is dup
○ Put alias/initials and policy number in Policy Note
○ on subject line of email put policy number and state code
§ (03 for az, 06 for co, etc)
○ Move to____________? What folder do you move it to?

The 3rd position on the Class code of a vehicle displays the discount code as a "3,5, or a 7". What is this indicating?

There is also an online validation error if you attempt to link a client across DIFFERENT households who has a __ or__ rate indicator. If you attempt to link them, you will receive what message...?

One OR multiple policies in a HH that meets the job aid requirements and could fit in another HH (would possibly be better suited in another HH)?

The "Client Search Screen" is found by selecting this Function Key.

A frustrating application that could possibly reveal a duplicate possible match, which would also require processing a manual entry.

Bringing a client back from the graveyard
What screen would you access it from and what process?
____"Act" field, ___ in the "Next" field
THEN
____ "Act" field, _______ "Client" field?
fill in the blanks.

If Someone is unable to find any elect items or a DANA date in the HH or HP screen, what would be the next best screen to access for help?

P&C Groupings Definition Job Aid
requirements say to REMOVE a policy from a household, however there is not another household that it belongs in.... what do we do next?