Dominique
Now Playing: Valerie Poirier
Topic: Dominique

Valerie has a Progressive policy. It has cancelled for non-pay right while it is renewing to a new policy. She had a bit of a rocky history with Progressive. They didn't give her a credit that they were supposed to, and it has kind of messed her up since. Will you please check out the details in the Progressive policy (MVR info is available on line) and see if we can re-write her in Farm Bureau? I can't remember if there are SR22's or DUI's that would make such a switch impossible or not.  Double-check competitiveness against Progressive.

If possible, she'd like to switch. If we can re-write her with F/Bureau, will she still owe anything to Progressive? You might need to call them on that.

Once you get it worked out, please call her at 874-5061. It is kind of urgent as her Progressive cancelled yesterday.

Thanks,VM

Pam
Now Playing: Tom Humphrey
Topic: Pam
Pam: I did an annual review yesterday for Tom and Carol Humphrey. I will bring in the notes, and if you could please make the related changes, and then send them a confirmation letter, I would really appreciate it! Please confirm when finished. Thanks,VM

Dominique
Now Playing: Karen Mcnamara
Topic: Dominique

Dominique: Could you please help me with a change for this customer? They would like to remove comp/collision fromthe 1995 Saturn, and they would like to add a 1987 GMC pickup. The VIN is

1GTDR14K3HJ504881.

Please add the truck with liability only. I have already sent them a VIN card. Please send them a form to sign removing the comp/coll.

Kindly confirm when finished. Thanks! VM 

 

 

Dominique
Now Playing: Phil Lewis
Topic: Dominique
Dominique: Phil Lewis has a Progressive policy. They need proof of homeowner's insurance faxed to them. Can you please fax that to Progressive. Phil has a C/Squire that we recently re-wrote to be an HO policy. You should be able to go to Fast Pass and print out an evidence from there. If you have any question, pls let me know. Thanks,VM

pam
Now Playing: Ralph Robles
Topic: Pam

Pam: I got a call yesterday from Ralph Robles. He was all excited. His SR22 is now gone. This brings up 2 things:

 1) I think he is with Progressive. If so, we need to do a change to remove the SR22 surcharge.

2) With no SR22, perhaps it would be a good time to see if we can save him money by moving his policy to Farm Bureau.

Would you check on these things for me? thanks, VM

 

pam
Now Playing: David Lopez
Topic: Pam
Hi Pam: Cindy Lopez sent in a check for her homeowner's insurance. The policy is HO534548. It lapsed about a week ago. I will put the check on your desk. I believe that she has probably spoken to someone here in our office about it, but I am not sure of who. Could you please contact home office, and see do we reinstate w/out lapse? do we need a no loss?  Please see what you can do to get this policy reinstated. She is a very good client... a keeper. Thanks,VM

Dominique
Now Playing: Craig Cambria
Topic: Dominique

H Dominique:

I forwarded you an e-mail from Western Ag for Craig Cambria. As you can probably tell, I don't remember details, but it seemed like we had taken care of this already. You might check the policy file to double-chk before you ask Craig for the info.

Anyway, could you please follow-up, and confirm when finished so I can delete?
Thanks,VM

Dominique
Now Playing: Doris Danielson
Topic: Dominique

Dominique:

We put a check in the "black hole" folder. The policy is paid up. We it will be renewed in the computer around Nov 10th. Please check after that date, and see if we can input the payment then. Please let me know if any troubles. Thanks,VM

Dominique
Now Playing: Names and Numbers
Topic: Dominique
Dominique: If I bring you my names numbers codes spreadsheet, could you see if you could update it for us? It is a bit of a mess!

Don't hesitate to let me know if you have questions. Thanks,VM

Pam
Now Playing: Karen Sutton
Topic: Pam

Pam: This is kind of a long story, and, confidentially, I am not certain that it has been handled correctly by home office or by Karen at Gary's office..bless her heart!

This is an old case, and as best as I recall, these are the details:

Many months back, (i believe while we were still in the other building), Karen Sutton came in to pay her HO policy. Well, somehow, the payment ended up getting applied to the AU policy. Karen at Gary's has asked for the payment to be transferred, back over to the HO policy,  and assumed that it had been done, but apparently it never was.

So, the HO policy lapsed, and Suttons never knew it. It appears that somehow Karen Sutton finally realized the HO policy was lapsed, and called Karen (now at Gary's office) about it. Karen re-wrote the HO policy and submitted it. (copy to your desk). Suttons also deleted an auto from their AU policy (which I believe is paid up in full). The deleting of a vehicle should generate a refund. Karen at Garys has asked H/office to transfer the refund to the HO policy. THis was done with a note in the remarks of the AU change.

I'm thinking that in spite of Karen's well-meaning efforts, this isn't likely to work out. I think we need to figure out how to get this worked out in the meantime. Could you begin by checking with HOffice...perhaps accounting/Cash Control to see if the refund could in fact be applied to the new HO policy.

Also, who is supposed to pay the HO? Is it paid by mortgage co, or by the Suttons. If paid by mortgage, did they pay? Should we bill them for the new HO policy?

Sorry this is kind of confusing. Suttons have been very good customers, and are no doubt a little frustrated by this all. Can you please check and see where we are at, and what can be done?
Thanks,VM

DOminique
Now Playing: Energy Resources
Topic: Dominique

Dominique:

 Can you please help me to stay on top of service for this customer. They are great customers, and I want to impress them with our service. I'm a little concerned about the Toyota vehicles on this policy...if they don't belong to them, then WHO do they belong to?

Please call them and let them know that we are working on it, and we will get back to them ASAP. Perhaps you could as them to advise us of how many vehicles should be on the policy..if they have a list, we can compare with their list. We want to make sure that it is correct.

I sent an e-mail to commercial dept to get a current policy update.

I'm guessing we'll have to figure out a way to keep track of commercial changes that we have submitted, so that we have a copy of them. Thanks for your help with this. VM

Update: Dominique I just forwarded you an e-mail from the commercial dept. It contains a list of all of the vehicles. Can you please update the policy file with the new list, and then maybe fax it over to kathy Glasier to make sure our lists match. We may have to move the Toyotas over to their C/squire policy (Silverhawk).

If you need anything, please advise. Thanks,VM 

 

Dominique
Now Playing: Doug Mccracken
Topic: Dominique

Motorcycle stolen.  I will bring you a 'Total Loss Notification'. This serves as a notice to us from the claims dept that the motorcycle has been paid for by FBureau, and we should discuss with the customer about removing it from the policy, so they aren't paying for something that doesn't exist.

Can you please verify with Nina McCracken whether they want this off? If so, go ahead and get a signature by mail, fax, or drop-in. Let's also keep the Total Loss Note in their file.

Thanks,VM

Dominique
Now Playing: Jewel Schottel
Topic: Dominique

I'll bring you a dues payment envelope. Looks like they forgot to include the check. Could you mail to them with a short note, and ask them to include a check and mail back to us.

Thanks,VM

Pam
Now Playing: Taylor Ray
Topic: Pam

Pam:

Carol Ray came in today. She was checking on the policy for her son, Taylor. He has a Foremost policy and she wants to see what the premium would be like if we reduced the coverage to fire only, as a way to reduce the premium. I don't know if this is possible with Foremost. Could you please check with them? Is it possible to reduce the peril group without switching to a different insurance form?

She would really like to rewrite the policy thru Farm Bureau. I have e-mailed the request to Charlene, but I doubt that she will approve.

I'll put the file on your desk. Thanks,VM

Pam
Now Playing: Sandy Roberts
Topic: Pam

Hi Pam: I need your help! David Roberts has a new CL policy. The policy number is CL507213. This is for a new rental unit of his. After I submitted the application, I realized that I had left off one building, and I submitted the second page of the Acord 140 (property section).

When commercial dept got this second page, they were very confused, about why I was sending a second appliciation in when the first one had already been issued (I didn't realize that they had issued it so quickly!).

I think that we need to submit that second building as a change...not an application to get them on the same page.

Also, Sandy (his wife) called me today. She got a cancelation notice for this policy. The mortgage Co. had paid the premium (over-paid it in fact) and I sent the mortgage co check along with the application. OPSS is showing zero premium submitted with this application. Where is the money?

Also, the address on the policy is incorrect. It should be PO Box 729 Delta, CO 81416. Can you please also correct this? Sandy would like a list of all of her policies, and what each covers so that when shse gets bills, she can tell which item she is paying for.

This is a lot of stuff all at once, and I can fill you in on details as needed. Thanks, VM

Oh, by the way, her phone number (sandy) is 249-6698.

pam
Now Playing: holly parkison
Topic: Pam

Pam: Outbuilding is still a problem. I discussed this with Charlene. Please ask me for details. I could use your help with this change.

Basically, Charlene is saying that since the outbuilding is used for 'farming' that we cannot use the homeowner's extension coverage. We need to schedule the building as a separate out-building. Could you do that for me please? Let me know if you have any questions.  

Thanks, VM

Pam
Now Playing: Don Dowden
Topic: Pam

Pam: I will put an e-mail on your desk from Ellen in u/w. Can you please review this policy and see if you can tell what is going on? Sounds like the value of the home might need to be increased. 

As best as possible, would you do an estimator. I might need to go and get photos. Perhaps you could check the cost of increasing the dwelling to  $88,000...let me know how things look. Thanks, VM

Dominique
Now Playing: Tammy Gore
Topic: Dominique

Dominique: We need to get Tammy Gore's insurance back up and running again. It is kind of complicated, with her Progressive policy being cancelled. I will give you details, please ask me. It is urgent.

Thanks,VM

Tammy's number is 240-1961. Please give her a call.

Dominique
Now Playing: Leanna Clevenger
Topic: Dominique

I forwarded you an e-mail from Leanna. I think you had helped me with this earlier. Please check the e-mail, and see if you have any questions. Could you please follow-up onthis? Thanks,VM

Dominique
Now Playing: Bernadette Davison
Topic: Dominique

Dominique:

Bernadette has a Progressive policy. The policy renews on 11/03. Progressive bills on the same date as the policy effective date. For Bernadette, it is easier for the payment to come out of her account around the 15th. So, we moved her payment date up to the 13th.

With Progressive you can move the payment date 10 days one time. For some reason, when they renewed this policy, they set the effective date back to the 3rd again. Will you please call Progressive and ask them to change the payment date back to the 13th, the way that it was before?

Thanks,VM