Carolinas Billing
Discounts
Scenarios
Cancellations
Miscellaneous
Members Connect
100

Ni calls to cancel the NC Home policy due to moving to MI. Policy has been pif already via cc, how is the refund sent?

What is check?

100

What is one policy that does not give a mpd? 

What is renters/life?

100

NI calls to cancel the NC auto policy due to moving to MI. You change the address first but now can't cancel. What was the mistake? 

What is cancel first then change the address?

100

If policy cancelled in May due to non payment and 100 is the May invoice amount, not counting the fees, what is core amount needed to ri? 

What is 200?

100

NI calls with policy, AU39-100185207, what state is it?

What is SC?

100

What tab is frequently used and more specifically to change the year the member joined or change the first name? 

What is Issue Management?

200

What is the one card we can't make insurance payments with? 

What is American Express? 

200

If a NI has a 2 auto policy and removes a car and complains about his premium not going down enough, what is likely going on? 

What is loss of mcd. 

200

Ni calls to cancel their policy in the Carolinas but what action is needed beyond just verbal confirmation?

Sign a cancellation/lpr doc

200

If ni is upset about the short rate cancellation, where can the clause be referenced? 

What is Policy jacket? 

200

To reinstate a policy for the Carolinas, what are 2 needed items?

 What is a payment and SONL?

200

What is the minimum towing miles a Basic Membership will cover?

What is 3 miles? 

300

NI can reinstate Home and auto within how many days?

What is 45 days?

300

If a NI has a home and auto policy and wants to cancel home and suddenly is surprised by a rate hike on the auto, what likely happened? 


What is loss of mpd

300

NI calls about adding Susie to the policy because she's about to take her road test, what document is she likely asking for? 

What is DL-123

300

If a NC policy holder moved to another state and called to cancel the auto policy mid term, what type of cancellation would it be?

What is pro rata?

300
What application should be used when an Ni states, I'm on auto pay and my payment didn't go through?

What is Tempus? 

300

If you're trying to find 6201110823677 in members connect but it's not working, what needs to be removed? 

What is 620111

400

Invoices are generated how many days in advance of the due date? 

What is 12 days?

400

A member calls to cancel their membership and is upset with rate increase on their insurance policy, what likely happened? 



What is loss of membership ?

400

NI calls and reports that he's changing addresses and needs to update his policy HO-4 policy, what needs to be done? 


What is a rewrite?

400

If nis policy cancelled and there was still a balance owed and ni called to pay it off after 60 days, what group would need to be contacted?

What is accounting?

400

Nis wants to have a pup policy and need to have what minimum underlying policy with AAA to have it?

What is auto? 

400

Auto renewal payment hits how many days before renewal? 

What is 45 days?

500

NI's policy renews on June 5th and needs to change the due date, what is the latest date it can be changed to?

What is June 10th?

500

While Carolinas doesn't offer MPD for life nor renters, what is something it does offer that core states don't? 


What is PUP? 

500

Ni calls after getting a notice from the NC DMV that he has no insurance. What needs to be filled out? 


What is FS-1

500

Mr NI is calling to remove a car off the auto policy, what is a highly advised action we should ask the NI to ensure that state doesn't fine them? 

What is turn in the license plate? 

500
If you're in billing and are confused, finish the following, when in doubt.....

What is click account

500

Give at least 2 reasons why issue management would be used? 

What is sending replacement cards

Refund/fee dispute

add/remove donor

adjust join year

change spelling of 1st name

change dob

miscellaneous features of mb connect

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