Coverages/underwriting
Bodily Injury (BI) and Property Damage (PD) =what kind of coverages?
What is liability
In North Carolina, when a resident needs to show proof of insurance to the state, they are requesting a?
What is an FS1
Where can we see points in CRM?
What is under the policy info tab
Jackie wants to add a 5th vehicle to her policy. What process are we to follow to get this completed?
What is the 5th vehicle process
What do we call, when Dairyland reviews rates and send rate updates to the state for approval?
What can we use when reviewing unacceptable risk or ineligible vehicles?
What is the agent guide
What state offers a limited liability policy?
What is Washington
What is an Auto loss, MVR, EARS, and Claim surcharge?
What is driving report types
When an unknown caller is on the line and you need to locate a policy, we use four key pieces of information to search:
What is a name, email, phone number, and driver license number search
A policy change, gender change, martial change, and a coverage change could be an example of what kind of increase?
What is a invoice/mid-term increase
We would normally company cancel when the new business documents have not been signed except for what state? What is the process for that state?
What is North Carolina, we would remove the physical damage coverage along with autopay
The VIN is not generating, what is the process we should use?
What is the VIN review process
What are the 2 states that have the FR44?
What is Florida and Virginia
What system do we use to schedule payments?
What is in Billing Center
After reviewing a policy, we noticed a charge for an extra 5 dollars. This could be an example of what?
What is a fee
If Jackie wants help lowering her premium, the Seismic lesson you’d use is?
What is Customer Service Scripting
Lower/Decrease Premium
If the named insured accidentally started their policy on the wrong date, we cannot change the effective date ourselves. The correct process is:
What is set and rewrite request activity
A 9A9B, SR50, and a FR Bond are examples of what?
What is state specific proof of insurance
What systems do we use to complete a split payment?
What is policy center and billing center
What is no
Does Danielle’s auto insurance extend to a rental car in Wisconsin for vacation purpose?
What is only liability would extend
What is yes! but we must advise of the documents that will need to be signed and return along with the time frame
When do accidents or violations appear on your policy?
What is at renewals
What do we call a policy that is about to start a new term?
What is a renewal
The age of the driver, martial status, gender, and vehicle type are example of what?
What is rating factors