TRUE OR FALSE

Specific Named Insured is requested, but is not available in Epic contacts. We can ignore request and proceed with Main Business Named Insured.

• True

• False

Guidelines states 'Distribute as requested'. Holder email is provided. We can issue as Mail to holder for midterm and renewal.

• True

• False

All Named Insured/s included on an attachment/schedule has to be cross checked with EPIC Contacts to see if they are entered properly before issuing the certificate.

• True

• False

Notice of Cancellation is not being requested. Guideines states 'Do not show NOC unless specifically requested'. Will attach NOC endorsement.

• True

• False

We should use the client requester's signature to determine the named insured and address to use on a COI if the NI exceptions tab in guidelines is left blank.

• True

• False

We should use Account Details as our guide for which Named Insured entity to evidence if there is not a Main Business Contact designated in EPIC Contacts and Named Insured Exceptions is blank.

• True

• False

'Approval for Wording (AI/WOS/PNC/LP/MRTG/USL&H)' - This template should be sent if we receive a revision request asking for specific AI wording which is different from the AI wording written on the Supp Screen of the policy.

• True

• False

'Mail' is the default distribution method if the holder distribution instruction on the guidelines is blank and there is no holder email address provided on the request.

• True

• False

A certificate with missing zip code on the address should have 'No Distribution' on the client distribution method.

• True

• False

General Liability Additional Insured endorsement is showing expired policy number. No need to confirm as the naming convention in Epic attachments is correct.

• True

• False