PROJECTVICTORY

We launched a pilot test in the states of PA and IL, and Marine – all states to expand the current process in place for phone surveys (safety visits). The idea is to fast track and expedite a segmented group of accounts through the underwriting process so we can do more with what we have and increase speed to market. We have a first bind since rolling out the enhancements. The submission was received on April 30. Short fuse effective date of May 5. On May 1, the Underwriter received the submission in her working que. On May 2 and May 3, the underwriter had conversations with the agent about pursuing the account, opportunity to quote as a rush, and competition. The agent agreed to give us the opportunity to see if we can get them a quote before the target effective date.

On May 3, the Underwriter requested a rush safety visit be conducted by the Field Safety Professional (FSP). The FSP conducted the phone interview for the phone survey on May 4. The FSP provided the Underwriter with the results of the safety visit immediately. The Underwriter released the quote to the agent the same day. The agent provided us with a bind order they received from their client on May 4 at 11:59PM for a bind effective date of May 5. Thank you, Jeff Dean, FSP, for working through your normal schedule to help us make this a success. Thank you, Ashley Bonilla, Sr. Underwriter, for your excitement and hard work to make this account a quote and a bind. Great work by all!

Submitted by: Nancy Hunt