Today is 12/22 and the policy was supposed to renew on 12/20/25. Insured hasn't paid for the renewal, but it is not flat cancelled yet and the online portal still gives her the option to pay, if the insured pays it today will the policy renew? (Renewal was generated on time and invoice generated 45 days ahead of renewal.), Yes, No it will still cancel, What should you review to understand the balance in billing?, The equity date, Transactions in Duck Creek Policy, Transactions in billing, All of the above, There is a payment portal error what should we advise after verifying ourselves that it is a valid error?, Advise to mail in a payment, You email cfpaccounting@cfpnet.com, Email billing@cfpnet.com, Advise to try again later or on another device, What is the fee for a returned check?, $20, $30, $15, $25, What is a reason that the payment portal would only show the pay in full amount at a renewal?, There is an error, A payment plan change needs to be requested, The policy is mortgagee billed, Duck Creek does what it wants, Insured says they mailed in a payment 2 weeks ago and we do not show it in Duck Creek Billing yet, what should you advise?, Advise they can continue to wait., If they get a cancellation notice they should consider making a payment online or sending one overnight., They can follow up on the payment at the cfp website., All of the above, The PCN was rescinded in Duck Creek Billing, however Duck Creek Policy still shows cancel pending, what should you do?, Have the caller email billing, Email accounting asking to correct the status, Ask a supe to clear it explaining why it is invalid, Tell them it will correct on its own., Do we have a grace period for payments?, Yes, No, When can we reinstate a policy?, The system canceled when a on time payment was received., NI said they made a payment online but we don't see one even after using payment search, The insured insist they never got the bill., Broker says they didn't get an email about a pending cancellation and insured did not get mail. , When using payment search in Duck Creek Billing, which option is best to use for searching?, Exact dates and a range for payment amount?, Range of dates and an exact payment amount, If you find a missing payment using payment search, what should you do?, Have the caller email billing, Email accounting showing the payment and asking for it to be applied to the policy, Advise to check back in 3-5 days, Tell them to send an additional payment and dispute the one that was not applied to the policy, For a condo policy how would the broker list the number of attached units?, Number of families, The comments of the quote, In the property address, Answering the rating questions, For UCC2 notice of surcharge letters, if the insured does not respond what will happen?, There will be another letter sent., A surcharge will be applied, The policy will non-renew, Another inspection will be ordered, If corrections are made after a surcharge was applied can the surcharge be removed?, Yes, No, If corrections are made after a surcharge was applied, will the removal be backdated?, Yes, No, If the broker sent proof of correction what should they do now?, Email underwriting again, Broker can submit an endorsement removing the surcharge, Allow for underwriting to review 3-5 business days, Call back after it has been 6 days, Where can you find the wildfire premium on the policy?, Quote or renewal documents in attachments, The rating worksheet, Dwelling information page, On their bills in Duck Creek Billing, If a NI received a letter about their property being vacant and they are disputing it, what can they do?, Respond to the letter and say it is not vacant, Tell their broker about the issue, Respond to the letter and provide proof such as a current utility bill, Send pictures of them living in their house, Can you email a inspection report to an insured or broker?, Yes, No, The roof shows last updated 1995 and broker says it was 2020. How can they prove this?, Pictures of the roof, A signed letter from the insured, Proof of work completion from the contractor., A roof quote signed by the insured..

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