Rumba Flashcards
What 4 Divisional Screens does SFPP refer too?
Fire
Auto
Health
Life
What can you see in Division Screen Fire PDG Screen?
Payments
Policy Changes
Rewrite History
Underwriting Policy Notes
Effective Dates
Type of Policy
Base Premium
Insured’s Name & Address
Location covered by the policy
What can you see in Division Screen Fire PDQ Screen?
Policy Type
Billing Information
Agent Information
Location Insured
What screens do you use for Fire Divisional?
PDQ- Policy Data Query
HJA- History of Journal Activity Screen
HIST- History of Transaction Screen
What screen is the policy number and policy status located on in Rumba for fire?
PDQ
What can you find in HJA screen?
-Journal Date/ Transaction Date
-Transaction Amount
(CR credits) (DR charges)
-Suspense Account
-Payment Remitter/ Payee
-Cross Reference
Balance Due
Name the suspense account and the numbers correlating.
SFPP- 250
Payment- 336
Refund- 259
Transfer- 320
Where can you find HIST screen?
In the PDQ screen type in HIST and hit enter
What Screens do you use for Health Division?
INQ (Policy Inquiry) and ACCT (Accounting Detail Inquiry)