Commercial Download a comprehensive Guide to Help You Maximize Our Capabilities


Commercial Download A Comprehensive Guide to Help You Maximize Our Capabilities



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Commercial Download

A Comprehensive Guide
to Help You Maximize
Our Capabilities











Version


03/2017
Table of Contents

Agency Interface Regional Contacts 1
Increase Speed and Accuracy: Download with Liberty Mutual 2
Instructions to Begin Commercial Download 5
Commercial Download Best Practices 7
Download and Real-Time Capability Chart 8
Commercial Download ACORD® Fields 10
Commercial Download Blank Fields and Missing Data 13
Commercial Download FAQs 17
Commercial Policy Out of Sequence Endorsements (OOSE) 20
Understanding Conversion Policies and Commercial Download 22
ACORD eDocs and Messages 23
ACORD eDocs: FAQs 26
Commission Data Download 28
Claims Data Download 30
Commercial Download Near Real-Time Transmission Schedule 31

Commercial Lines Company Unique Codes for eCLIQ® 32


Table of Contents

Appendix A: Sample Policies:
Commercial Download ACORD
® Fields for Applied Users 49


  • Business Owner's Policy

  • Business Auto

  • Workers Compensation

  • Commercial Property

  • Custom Protector

  • General Liability

            1. Commercial Umbrella


Appendix B: Sample Policies:
Commercial Download ACORD® Fields for Vertafore Users
128





  • Business Owner's Policy

  • Business Auto

  • Workers Compensation

  • Commercial Property

  • Custom Protector

  • Comprehensive Business Package

  • General Liability

  • Commercial Umbrella





Agency Interface Regional Contacts


Our agency interface staff provides training and guidance to agents and brokers so they fully understand our online and agency management system integration capabilities — saving you time and increasing productivity.







Northeast Region

Judith Bosies
Agency Interface Manager

603-358-4246
Judith.bosies@libertymutual.com

Northeast Region
(NY and NJ)


Karyn Palinkas
Sr. Agency Interface Specialist

315-431-6220
karyn.palinkas@libertymutual.com

Northeast Region
(ME, NH, VT, CT, RI, MA)


Tammy McKane
Sr. Agency Interface Specialist

603-358-4111
tammy.mckane@libertymutual.com

Mid-Atlantic Region

Nik Sutton
Sr. Agency Interface Specialist

513-603-2893
nikia.sutton@libertymutual.com

Midwest Region

Tami Vanpelt
Sr. Agency Interface Specialist

217-836-4822
tami.vanpelt@libertymutual.com

Southeast Region

CJ Lamb
Sr. Analyst

704-759-7763
cj.lamb@libertymutual.com

Southwest Region

Lanetta Thompson
Agency Interface Manager

972-470-8523
lanettaf.thompson@libertymutual.com

Mountain Region

Shelley Mullins
Sr. Agency Interface Specialist

303-562-8720
shelley.mullins@libertymutual.com

Northwest Region

Jeremiah Dalton
Sr. Agency Interface Specialist

503-736-7591
jeremiah.dalton@libertymutual.com

Pacific Region

Brent Gorowski
Sr. Agency Interface Specialist

619-744-6480
brent.gorowski@libertymutual.com

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