AIS Resources Flashcards
Customer Service Guide (CSG)
Is an online resource containing recommended business practices and guidelines for SFPP.
Where can you access CSG?
CSG can be accessed from the SFPP Start Up page by selecting the Custome Service Guide (CSG) button.
What is the Help Center?
The Help Center is an online resource that contains information about AIS and WLM.
How can you access the online decoder?
Navigate to the SFPP Start Up page and select the Online Decoder button.
Online Decoder is a resource that can be quickly used to locate…?
SFPP, Auto, Fire, Life and Health specific information.
What information can you find using the online decoder?
Account status codes
Policy status codes
Rason codes
Company codes
Control-D reports
State/ Division codes
Pend codes
Policy Kinda codes
Endorsement codes
Account/Misc
What is the purpose of a transaction?
To update account information, policy balances and details or customer information on an SFPP account.
Can transactions be both manually and system generated?
Yes
What are the 7 components of a transaction?
- Processing date
- Deposit Number or Alias
- Transaction Code and description
- LOB (Line of Business)
- Amount
- Policy Description
- Reason Code (RC)
When a policy is removed or canceled what type of transaction is ran?
52-transaction which indicates a credit transaction.
What is the purpose of a reason code?
2-digit codes used by the division and SFPP to provide a short description of a policy change on the bill notice.
