- What option would I choose if I corrected the first line of the address? Option 4 for ‘Minor Detail Correction’.
- What option would I choose if I changed the address (COA)? Option 1 for ‘Change of address’.
- What option would I choose if I corrected the spelling of the name of the policy holder or named driver? Option 4 for ‘Minor detail correction’.
- What option would I choose if I amended the sex of policy holder or the named driver? Option 4 for ‘Minor detail correction’.
- What option would I choose if I amended the date of birth for the policy holder or the named driver? Option 8 for ‘Other’ if there is an administration fee otherwise, it will be Option 4 for ‘Minor details correction’ if the fee has been waivered.
- What option would I choose if I amended the policy holder’s driving or named driver’s driving licence pass date? Option 4 for ‘Minor detail correction’ if there is no additional premium from the insurer, otherwise it will be Option 8 for ‘Other’ if there is an additional or return premium from the insurer.
- What option would I choose if I have changed the licence type? Option 8 for ‘Other’.
- What option would I choose if I have changed either the policy holder’s or the named driver’s occupation? Option 8 for ‘Other’ if you have charged an administration fee otherwise, if the fee has been waivered then it will be options 4 for “Minor details correction’.
- What option would I choose if I have changed the vehicle registration (COR)? Option 8 for ‘Other’ if there is an administration fee, otherwise Option 4 for ‘Minor detail correction’ if the fee has been waivered.
- What option would I choose if I have done a change of vehicle (COV)? Option 2 for ‘Change of Vehicle’.
- What option would I choose if I have amended the year of make? Option 4 for ‘Minor detail correction’ if we have waived the administration fee, otherwise Option 8 for ‘Other’.
- What option would I choose if I have amended the vehicle purchase date? Option 4 for ‘Minor detail correction’ if we have waived the administration fee, otherwise Option 8 for ‘Other’.
- What option would I choose if I have amended the vehicle value price or purchase price? Option 4 for ‘Minor detail correction’ if we have waived the administration fee, otherwise Option 8 for ‘Other’.
- What option would I choose if I have amended where the vehicle is kept overnight? Option 4 for ‘Minor detail correction’ if we have waived the administration fee, otherwise Option 8 for ‘Other’.
- What option would I choose if I have amended the overnight post code? Option 8 for ‘Other’.
- What option would I choose if I have amended just the driving restrictions? Option 3 for ‘Change to Driving Restrictions’.
- What option would I choose if I have added or removed a named driver? Option 3 for ‘Change to Driving Restrictions’.
- What option would I choose if I have changed to any driver scheme? Option 3 for ‘Change to Driving Restrictions’.
- What option would I choose if I have reduced or removed the No Claims Bonus or Mirrored No Claims Bonus? Option 7 for ‘Amendment to No Claims Bonus entitlement.
- Would I charge a fee to increase No Claims Bonus or Mirrored No Claims Bonus if there is no additional premium from the insurer? No
- What option would I choose if I have removed the No Claims Bonus Protection? Option 8 for ‘Other’.
- What option would I choose if add, amend claim date/status, or remove a claim? Option 6 for ‘CUE/Claim Correction’.
- Would I charge an administration fee if I have added a non-fault claim? No, unless the insurer is charging an additional premium.
- Would I charge an administration fee if I amended the date/status of the claim that has already been disclosed? No, unless there is a charge from the insurer.
- What would I choose if I add, amend, or remove a motoring conviction? Option 5 for ‘Correction to Conviction History’.
- Would I charge an administration fee if I amend the date or conviction code that has already been disclosed? No, unless there is a charge from the insurer.
- Can I change the type of cover from Third Party Fire and Theft to Fully Comprehensive at any time? No, unless you are doing a change of vehicle. You can however, downgrade from Fully Comprehensive to Third Party Fire and Theft at any time.
- Can I add No Claims Bonus Protection at any time? No, this can only be done at inception or renewal and the policy holder would need to have 4 or more years No Claims Bonus in order to apply the protection.
- What option would I choose if I amend the annual mileage? Option 4 for ‘Minor details correction’ if there is no administration fee otherwise, Option 8 for ‘Other’.
- What option would I choose if I add racking, shelving, or signwriting? Option 4 for ‘Minor details correction’ if there is no administration fee otherwise, Option 8 for ‘Other’.
- What option would I choose if I have amended that the vehicle is refrigerated? Option 4 for ‘Minor details correction’ if there is no administration fee otherwise, Option 8 for ‘Other’.
- What option would I choose if I have added business use? Option 8 for ‘Other’.
- What option would I choose if I have added a temporary vehicle/driver? Option 8 for ‘Other’.
- Do I need authorisation to waiver a fee? Yes, you would need to get authorisation from your manager.
- When do I answer ‘Yes’ to the question ‘Are you completing the audit alongside this MTA?’ If we are chasing documents or non-disclosure’s to be added to the policy and it is the last thing that we require to complete the audit on the policy. This question should never be answered Yes on any Customer Service changes.
- Do we insure hired vehicles? No, we only insure leased vehicles.
- How many seats do most vans come standard with? Majority of them come standard with 2 or 3 seats however, anything over 7 is classed as a minibus and would need to be rebroked with Non-Standard.
Important things to remember:
- If customer calls in to do more than one MTA in one day, please charge admin fee once.
- Portal MTA’s – Address does not get amended on CPF, this needs to be amended.
- Option 4 is not acceptable if it’s something that is clearly there as a listed MTA option. If option 8 is chosen then there should be no alternative on the list, excluding option 4, plus it must be grammatically correct including use of capitals.