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Department: BD
Date Open: 9/19/2007
State/Region: WI
Issue: Council recommended informing the agents when an experience mod is not current.
Results:
Currently the system shows "tentative e-mod" when the premium has been calculated with the previous year’s mod. A system enhancement to improve the timeliness of the mods entered into the system is currently under development and will be completed by Jan 
Status: Complete

Department: Marketing
Date Open: 9/7/2007
State/Region: MN
Issue: Agents would like a point of sale piece to address Accident Fund strengths, which differ from our competitors. They include: A.M. Best "A" rating, national licensing, enhanced claims service, ability to quote and bind in the office, field staff with under
Results:
This item was completed by the Marketing Department 4Q 2007. 
Status: Complete

Department: Marketing
Date Open: 9/7/2007
State/Region: MN
Issue: After hearing the claims initiatives, the council remarked that Accident Fund needs to improve the claims marketing materials.
Results:
This was completed within the Marketing department 4Q 2007. 
Status: Complete

Department: BD
Date Open: 8/22/2007
State/Region: IL
Issue: Consider offering a credit for having a return-to-work program. This could be tracked by requiring policyholders to attend a course.
Results:
Accident Fund will be offering Loss Prevention courses for policyholders in 2008. When Accident Fund attempted offering this credit previously, the attempt was unsuccessful. 
Status: Closed

Department: Claims
Date Open: 8/22/2007
State/Region: IL
Issue: Council stated that the claims examiners need to better educate policyholders with regard to return-to-work programs. Policyholders may not fully understand the advantages of the program and just say “no” when asked.
Results:
Accident Fund has added seven nurse case managers partnering with the examiners and employers. They will identify return-to-work options with employers. In addition, Accident Fund will be implementing training for examiners. Finally, policyholders can ob 
Status: Complete

Department: Web Services
Date Open: 8/8/2007
State/Region: MO/KS
Issue: Make the mod sheet easier to find on the Web site. Currently it is difficult to locate.
Results:
This will be completed in January as part of the extranet project. 
Status: Complete

Department: Marketing
Date Open: 8/8/2007
State/Region: MO/KS
Issue: Council members favorably viewed the one-page marketing piece and recommended that it print automatically with the policy.
Results:
This was completed 4Q 2007. 
Status: Complete

Department: Marketing
Date Open: 5/10/2007
State/Region: Michigan
Issue: Provide education on the partial wage benefit for policyholders.
Results:
This will be produced in the first quarter 2008 WorkForce Forum. 
Status: Complete

Department: BD
Date Open: 2/12/2007
State/Region: MO/KS
Issue: Accident Fund needs to change the system to ensure compliance with a unique Missouri law not allowing the Company to ask if an account has been non-renewed in the past three years.
Results:
This item was resolved in the fall 2007. 
Status: Complete

Department: Marketing
Date Open: 2/9/2007
State/Region: IL
Issue: Provide an overview of employee and employer responsibilities in the policyholder kit. Similar to the "what to do in case of an accident" card given by auto insurance agencies.
Results:
Completed third quarter 2007. Each printed policy will receive this overview. 
Status: Complete

Department: Claims
Date Open: 2/5/2007
State/Region: IA
Issue: Accident Fund is encouraged to market our PPO networks.
Results:
Accident Fund has improved the PPO networks and will continue to market them in 2008. 
Status: Complete

Department: BD / I & P
Date Open: 10/12/2006
State/Region: TN
Issue: Provide the name of the insured on the printed referral comments section.
Results:
This will be resolved with the March 1, 2008 system upgrade. 
Status: Complete

Department: BD
Date Open: 9/19/2006
State/Region: IA
Issue: Introduce group programs in Iowa.
Results:
Group programs were introduced in 2007. 
Status: Complete

Department: Corp Comm
Date Open: 9/18/2006
State/Region: MO/KS
Issue: Update the website because it indicates that most classes of business can be placed in Texas. Instead, it should be communicated that agents should only place 8810 or 8872 business in Texas because of the exposure.
Results:
Accident Fund will underwrite Texas business as with any accommodation state. 
Status: Closed

Department: QSS
Date Open: 9/18/2006
State/Region: MO/KS
Issue: Increase the speed of the system’s response time when accessing endorsements and audits from the agent in-box.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: Claims
Date Open: 9/18/2006
State/Region: MO/KS
Issue: Promote PPO networks and the better outcomes that result from using them.
Results:
Accident Fund is now able to show PPO savings reports. 
Status: Complete

Department: BD
Date Open: 9/15/2006
State/Region: WI
Issue: Consider a systematic way of paying flat payments on audit, and variables at a later date. Agents appreciate the marketing opportunity of giving checks to policyholders on two different occasions.
Results:
Accident Fund will continue to allow this on an as requested basis. 
Status: Closed

Department: BD
Date Open: 9/15/2006
State/Region: WI
Issue: Offer monthly reporting for contractors.
Results:
Accident Fund is aware of this need and will offer monthly reporting as soon as a system solution is available. 
Status: Closed

Department: BD
Date Open: 9/15/2006
State/Region: WI
Issue: Offer mod-master and some of the other services that United Heartland offers to customers.
Results:
This is available to the Loss Prevention staff as needed. 
Status: Closed

Department: QSS
Date Open: 9/7/2006
State/Region: SE Michigan
Issue: Resolve the issue with the words "Voluntary Mail" appearing on the audit sheet, when it actually was an Estimated Audit.
Results:
This issue was resolved fall 2007. 
Status: Complete

Department: Claims
Date Open: 6/7/2006
State/Region: IA
Issue: Provide a claims courtesy call to introduce Accident Fund to new policyholders.
Results:
This was built into the improved Red Carpet program. 
Status: Complete

Department: QSS
Date Open: 6/7/2006
State/Region: IA
Issue: Provide billing transaction history online.
Results:
This was completed in 4Q 2007. 
Status: Complete

Department: QSS
Date Open: 6/7/2006
State/Region: IA
Issue: Provide the ability to change the mailing address on the binding screen.
Results:
This will be resolved with the March 1, 2008 system upgrade. 
Status: Complete

Department: QSS
Date Open: 6/6/2006
State/Region: SC
Issue: The South Carolina policyholder agreement should automatically print with the South Carolina Policy.
Results:
This form will no longer be required. 
Status: Closed

Department: Agency Relations
Date Open: 6/6/2006
State/Region: SC
Issue: Review the South Carolina legislation regarding agency licensing and subsidiaries; issue guidelines/parameters about the use of subsidiaries.
Results:
The South Carolina legislation regarding subsidiary licensing was reviewed and Accident Fund has taken necessary steps to ensure that we are compliant. 
Status: Complete

Department: BD
Date Open: 6/6/2006
State/Region: SC
Issue: Provide the ability to have the policyholder sign a release at the time of AOR, thus allowing the new agent to obtain prior Accident Fund loss history.
Results:
This will be addressed with the claims system upgrade slated for 2008. 
Status: Complete

Department: Agency Relations
Date Open: 6/5/2006
State/Region: NC
Issue: Provide a lock-in option after the third quarter for profit sharing. Most carriers who offer this do so at 15 percent fee.
Results:
This was added as an option to the 2008 updated agency contracts. 
Status: Complete

Department: BD
Date Open: 6/1/2006
State/Region: NC
Issue: Research and address the Accident Fund procedure of pro-rating mid-term cancellation premium and then auditing and invoicing.
Results:
This issue was resolved. 
Status: Complete

Department: BD
Date Open: 6/1/2006
State/Region: TN
Issue: Add the insured's name to the comments section of the referral reason.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 6/1/2006
State/Region: TN
Issue: When considering changes to the policy renewal system, create a system enhancement to allow accounts over $50K to not automatically issue.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 5/31/2006
State/Region: IN
Issue: Accident Fund should look at holding the renewal billing so the policyholder does not receive the bill as early as 30 days out.
Results:
Agents will be able to view the renewals with the system upgrade slated for March 2008. 
Status: Complete

Department: BD
Date Open: 5/31/2006
State/Region: IN
Issue: Resolve billing issues that continue (such as the installments not adding up to the total bill). Agents are looking forward to enhancements to the agent-facing billing systems.
Results:
Completed fall 2007. 
Status: Complete

Department: Claims
Date Open: 5/31/2006
State/Region: IN
Issue: Offer conference calls with the agent, policyholder, and claims examiner when a lost time claim exceeds 90 days.
Results:
This is available when requested. 
Status: Complete

Department: QSS
Date Open: 5/31/2006
State/Region: IN
Issue: When placing policy change requests, add the ability to also add changes for the "next state."
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 5/31/2006
State/Region: IN
Issue: Show change in annual premium with endorsements, not just the new premium.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD / I & P
Date Open: 5/16/2006
State/Region: MO/KS
Issue: After implementing Applied, Accident Fund should work with AMS as quickly as possible to develop an agency interface.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: QSS
Date Open: 5/16/2006
State/Region: MO/KS
Issue: The system tool which controls referrals (to allow different classes of business to refer in different regions) needs to be enhanced.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: Claims
Date Open: 5/11/2006
State/Region: SE Michigan
Issue: Advisory council requested claims training for policyholders (in addition to the red-carpet visits).
Results:
Loss Prevention and Claims staff are able to hold seminars for policyholders as requested. 
Status: Complete

Department: BD
Date Open: 5/4/2006
State/Region: SW Michigan
Issue: Consider giving schedule credit authority to certain agents.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 5/4/2006
State/Region: SW Michigan
Issue: Implement a "junior BDC program" to help deliver consistent, uninterrupted service; council is concerned about maintaining strong staff relationships with Accident Fund and suggested creating a small-business group (or a renewal unit) for the junior BDCs.
Results:
Accident Fund now has BDC staff in place to ensure that consistent service is delivered to agents when their field BDC is unavailable. 
Status: Closed

Department: Corp Comm
Date Open: 5/2/2006
State/Region: WI
Issue: Increase Accident Fund name recognition to policyholder in order to improve competitiveness.
Results:
Accident Fund will continue to look for advertising opportunities, but is not expanding its advertising to Wisconsin at this time. 
Status: Closed

Department: BD
Date Open: 4/20/2006
State/Region: Service Council
Issue: Service Council request to show the change in premium at the bottom of the page and at the end on endorsements.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 4/20/2006
State/Region: Service Council
Issue: Service Council noted that it takes seven clicks to check on the status of a quote. Accident Fund needs to reduce the amount of clicks to improve the user-friendliness of the system with their Web-redevelopment.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 4/20/2006
State/Region: Service Council
Issue: Service Council recommended to change the “once a referral always a referral” policy for non-premium-bearing items in the quoting system. For example, if the BDC approves a quote and a change needs to be made to a non-premium-bearing item, allow the chan
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD / I & P
Date Open: 4/20/2006
State/Region: Service Council
Issue: Opportunities for improvement to our Web site would be to increase its intuitiveness.
Results:
This will be resolved in January 2008. 
Status: Complete

Department: BD
Date Open: 4/20/2006
State/Region: Service Council
Issue: Show the change in premium at the bottom of the page and at the end on endorsements. Duplicate of 346.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD / I & P
Date Open: 4/20/2006
State/Region: Service Council
Issue: Recommendation that when implementing a new system, such as corporate loss runs, offer an online tutorial or Web-X program.
Results:
This will be resolved with the March 2008, system upgrade. Accident Fund will offer Web-X training for agencies. 
Status: Complete

Department: BD / I & P
Date Open: 4/20/2006
State/Region: Service Council
Issue: Offer real-time interface, such as transact now or transformation station.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 11/3/2005
State/Region: NC
Issue: Correct billing issue with Agents and policyholders not knowing where money was applied (audit vs.. premium).
Results:
Accident Fund now sends a letter to policyholders notifying them prior moving money from the premium term to the audit. Also, improved billing screens were implemented in fourth quarter 2007 for agencies with Applied and AMS. 
Status: Complete

Department: BD
Date Open: 10/28/2005
State/Region: IN
Issue: Have the premium appear on the endorsement
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 10/28/2005
State/Region: IN
Issue: Notify Agents when policyholders use the Toolbox
Results:
Accident Fund does not currently have this technology available, but will consider for future system enhancements. 
Status: Closed

Department: BD
Date Open: 10/21/2005
State/Region: MO/KS
Issue: Offer a system enhancement with a set of parameters which allow Agents to process endorsements under a specific set of parameters. Duplicate of 289.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 10/20/2005
State/Region: MO/KS
Issue: Allow agents to perform basic endorsements
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 9/27/2005
State/Region: TN
Issue: For the call system, agents would like the CSR’s to have more information at their disposal when resolving issues (e.g., billing history).
Results:
This was improved third quarter 2007 with the direct bill inquiry implementation. Accident Fund's billing systems and processes will be further reviewed in 2008. 
Status: Closed

Department: BD
Date Open: 9/20/2005
State/Region: IA
Issue: Need a check-and-balance on entering a federal ID or name incorrectly.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 9/19/2005
State/Region: SW Michigan
Issue: Provide a method to file 941's electronically
Results:
Agents can e-mail or fax 941's to Accident Fund's policy support. 
Status: Complete

Department: BD
Date Open: 6/7/2005
State/Region: TN
Issue: Allow agents to determine pricing in system without having to generate quotes.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 5/9/2005
State/Region: SE Michigan
Issue: Provide the ability for agency and Accident Fund systems to interface via a transformation station or similar program.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 3/15/2005
State/Region: Agency Survey
Issue: Display the named insured along with the policy number and transaction type on audits and endorsements along with the renewal policy.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 2/3/2005
State/Region: Agency Survey
Issue: If a classification code is not supported by AF, provide an error message at the time of entry.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: Claims
Date Open: 9/15/2004
State/Region: Agency Survey
Issue: Simplify claims summary. Email example: I went to "reports" on the website and printed out a "claims summary". I then went to "inquiry" because I wanted to look up specific claim. It was hard to navigate using the info on the claims summary printout.
Results:
This will be addressed with the claims system upgrade slated for 2008. 
Status: Closed

Department: BD
Date Open: 5/1/2004
State/Region: TN
Issue: Printing comments screen does not include insured's name.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 5/1/2004
State/Region: TN
Issue: Create rating system to produce dummy quotes.
Results:
After consideration, Accident Fund has decided not to create a rating system at this time. 
Status: Closed

Department: BD
Date Open: 10/1/2003
State/Region: SC
Issue: Can an individual producer or CSR receive the Agent Inbox notification that activity has taken place on an account, rather than having one individual forward all notifications to everyone in the office to determine whose account it is?
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 10/1/2003
State/Region: SE Michigan
Issue: If a policyholder logs onto the Web site, alert agent. Monthly reports would work for this; re-requested at May 2004 Northern Meeting.
Results:
Accident Fund does not currently have this technology available, but will consider this feature in future system upgrades. 
Status: Closed

Department: Finance
Date Open: 10/1/2003
State/Region: IN
Issue: Money is being "swept" from the current policy term to cover additional premium audits on which payment is overdue. This results in cancellation of the current policy. No communication to the agent or policyholder occurred before money was swept.
Results:
Accident Fund now issues communication to the policyholder prior to sweeping the money. 
Status: Complete

Department: BD
Date Open: 10/1/2003
State/Region: All Regions
Issue: Billing screen does not offer billing history or future installments; this lack of information makes it difficult for agents to answer their clients' questions. Overall improvements are needed to the agent facing billing screens.
Results:
Completed November 2007 for users with Applied and AMS. 
Status: Complete

Department: BD
Date Open: 5/1/2003
State/Region: SE Michigan
Issue: Have e-mail notification sent vs. notification to Agent Inbox.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 5/1/2003
State/Region: SC
Issue: Is there a way to eliminate extra steps to get into the inbox? Can there be a default option?
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open: 5/1/2003
State/Region: Northern Michigan
Issue: Hit ratios being tracked on new business?
Results:
Accident Fund will look to implement this functionality during future system upgrades. However, this will not be accomplished in the short term. 
Status: Closed

Department: BD
Date Open: 5/1/2003
State/Region: IL
Issue: Ability to sort industry groups on written premium screen.
Results:
Accident Fund is not able to provide this in 2008, but will research options for future projects. 
Status: Closed

Department: BD
Date Open: 5/1/2003
State/Region: SW Michigan
Issue: Ability for an agency to download AF's billing system to their agency management system on a monthly basis to reconcile and determine how much to pay producers. Direct bill, create a statement, invoice produced, apply payment, pay producer.
Results:
Will be reviewed with system enhancements. 
Status: Closed

Department: BD
Date Open: 7/30/2002
State/Region: IA
Issue: Ability to interface with Agency Management Systems; more than one e-mail contact per agency inbox.
Results:
The item will be resolved with the system upgrade March 2008. 
Status: Complete

Department: Finance
Date Open: 7/31/2001
State/Region: Not Available
Issue: Can we do EFT to transfer commissions into agent account?
Results:
Accident Fund will offer agent commission EFT in 2008. 
Status: Complete

Department: Finance
Date Open: 1/1/2000
State/Region: Associate Markets
Issue: Allow EFT for both agents and policyholders. Agencies still want to receive monthly statement or have access to downloading.
Results:
Although Accident Fund will not implement EFT for policyholders in 2008, the enhancement will be considered for future projects. 
Status: Closed

Department: Claims
Date Open:
State/Region: MN
Issue: Council recommended sending the claims examiners to visit with policyholders and agents to further develop the partnership with Accident Fund.
Results:
This was implemented as a part of the improved Red Carpet visits. 
Status: Complete

Department: BD
Date Open:
State/Region: SE Michigan
Issue: Improve the quality of Red Carpet presentations; perhaps add more sales training for the individual representatives from the Company.
Results:
This was developed and implemented. Specific guidelines will be given during the 2008 Annual Agent Meetings. 
Status: Complete

Department: BD
Date Open:
State/Region: MO/KS
Issue: Include a check box to indicate the status of the policy within the agency.
Results:
This will be resolved with the March 2008, system upgrade. 
Status: Complete

Department: BD
Date Open:
State/Region: MN
Issue: Council noted that the quote should not refer for the "Minnesota contractor premium adjusted credit."
Results:
This will be resolved with the March 1, 2008 system upgrade. 
Status: Complete

 

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