Cheatography
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NOTEThe 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. |
HEADINGSRNL - 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: CATEGORIESSUB - Substitutions | DEL - Deletions | ADD - Additions | AMEND - General Amendments | COA - Change of Address |
| | DOCUMENTSBOS - 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 |
| | USEFUL ABBREVIATIONSA/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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