Cheatography
https://cheatography.com
NOTE
The only mandatory abbreviations are the 'HEADINGS'. You can capitalize as you see fit and still write out your abeyances however you want; just be sure to include the abbreviation somewhere in the title. |
HEADINGS
RNL - Renewal |
RNL/RWR - Renewal Rewrite |
PCH - Policy Change |
SPC - Signed Policy Change |
APP - Application |
NEW - New Policy Documents |
CANCEL - Cancellation |
LETTER - Letters |
EMAIL - Emails |
CALL - Calls |
PAYMENT - Payments |
FU - Follow Up reminder |
ICI - Insured Came In |
PCH: CATEGORIES
SUB - Substitutions |
DEL - Deletions |
ADD - Additions |
AMEND - General Amendments |
COA - Change of Address |
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DOCUMENTS
BOS - Bill of Sale |
MVR - Abstracts |
A+ - Autoplus Reports |
EVAL - Home Evaluations |
ALARM - Alarm Certificates |
VIR - Vehicle Inspection Reports |
APPRAISAL - Appraisals |
BANK - Bank Documents |
CEL - Claims Experience Letters |
DT - Driver's Training Certificate |
DEATH - Death Certificate |
PHOTO - Photos |
QUEST - Questionnaires |
SEF - Signed SEF forms |
CONSENT - Privacy Consent |
CLAIM - Claim Documents |
BINDER - Binder Letters |
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USEFUL ABBREVIATIONS
A/B - Agency Bill |
AB - Accident Benefits |
ACV - Actual Cash Value |
ADV - Advised |
B/C - Because |
BLDG - Building |
BWV - Backwater Valve |
CHNG / CHG - Change(d) |
CLI - Client |
CO - Company |
COA - Change of Address |
COC - Course of Construction |
COLL - Collision |
CONF - Confirm(ed) |
CORR - Correction |
D/B - Direct Bill |
D/L - Download |
DED - Deductible |
DEL - Delete(d) |
DISC - Discount |
DL - Driver's License |
DOB - Date of Birth |
DT - Driver's Training |
EFF - Effective |
EST - Estimated |
F&EC - Fire & Ext Covg |
FWD - Forward |
GRC - Guaranteed Replacement |
INCR - Increase(d) |
INS - Insured |
INV - Invoice |
ISSD - Issued |
LH - Lienholder |
LVM Left Voicemail |
MH - Motorhome |
MHA - My Home & Auto |
MPP Multi Payment Plan |
MSG - Message |
MTG - Mortgage |
N/AF - Not At Fault |
OCC - Occaisonal |
P/C - Pink Card |
PO - Principle Operator |
POL - Policy |
PREM - Premium |
R'D - Received |
S/N - Serial No. |
SBU - Sewer Backup |
SUB - Substitute(d) |
TPL - Liability |
TP - Third Party |
U/W - Underwriter |
VEH - Vehicle |
VIR - Garage Inspection |
W/ - With |
W/O - Without |
You don't have to use these, but they can help to simplify your notes.
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