Definitions
What is the difference between a task and activity?
A Task is a to-do item or a reminder.
An activity is a record of something that has happened.
What is the difference between Direct bill and Agency bill?
Agency bill: Branches responsibility to collect and manage premiums.
Direct Bill: Insurers responsibility to collect and magi premiums.
Which Module do you navigate to to search for a client?
Broking Module
New Business should always be accepted. True or False.
True.
What is the deepest part of the ocean?
The Mariana Trench
What does RFQ Stand for?
Request for Quote
Where do you go in the Accounts section to pull a Statement for open items?
Accounts Summary
Can you search for a client using their address?
No, but you can using their postal code.
What Status do MTAs and Cancellations need to be in for a download to attach?
An Obtained Status.
What is the largest desert in the world?
Antarctic Desert which is 14,200,000,000,000,000 14,200,000 [1] large
What is the difference between eQuote and Manual?
Manual - No Quoting in Acturis, creates a 'Shell'.
eQuote - Partially Integrated in Acturis, can quote but not bind.
What do you do to select multiple invoice or remittance lines in the open items?
Hit Ctrl on your keyboard and click the lines.
When entering an RFQ, where do you go to select which insurers you are quoting with?
Product Selection.
What is the difference between and EDI and eDoc download?
EDI is risk information and premiums.
eDoc is just documents.
Which hockey team has the most Stanley cups?
What is an Opportunity?
An Opportunity is a reminder for advisors to follow up on potential business opportunities.
Can you delete a pending allocation?
No, you can only delete pending remittances.
If advisors wish to duplicate a RFQ what should they click in the Options Column?
Clone RFQ.
What do advisors need to do to Process a Renewal in Acturis when there is a download?
Nothing! The download will automatically create and invoice the renewal.
How much money did Taylor Swift make from eras tour?
1 Billion
What is an Allocation?
An Allocation is when you assign a remittance to an invoice.
Where is the 'Transfer to Insurer' button located and what is it used for?
It's located in the Add Remittance pop up when adding a remittance on Account to send a DB payment to an insurer.
After obtaining an eQuote for New business, advisors need to navigate through the Accept and Invoice wizard once they have received binding authority. What do they need to click in the Options Column before doing so?
Set to Manual. Detaches it from the rater.
If an advisor needs to process a MTA on a previous term (i.e., 2022-2023 term), what option do they select in the options column in the Actions section?
They should select the correct term the change is billed on and select Process Declaration.
What were the names of the 4 main characters on Golden Girls?
Dorothy Zbornak
Rose Nylund
Blanche Devereaux
Sophia Petrillo