A360 - SRM Navigation

Where do we link the articles?

• Relate

• Subscribe

• Link

• Comments

What do we need to confirm about the vehicle the lienholder is calling for?

• The driver's license

• Agent Code

• Vehicle registration

• Last 4-digits of the VIN

Where can I send emails through SRM?

• Email/Docs

• Send Email

• A and D are correct

• Comments

How can we verify the lender? 

• Business name 

• Third Party   

• Agent

• Politics

Where can I edit the privacy of the comment?

• Details

• Links

• History

• Comments

Is the verified name, insured name and contact name the same?

• True

• False

Where can we see the article that was linked?

• Details

• Related

• Links

• History

How can we send the COI?

• The Forms option

• Send email

• Links

• Download the document and send the email

What does COI stand for?

• Company or Insurance

• Certificate of insurance

• Certificate of Insured

• Call On Insurance

Where can we see the last interactions of the policy? 

• Billing center> Notes

• Producer Engage> Notes

• Comments on SRM

• At the bottom of SRM