States
Updates
What Would You Do?
Finances & Disqualification
Miscellaneous
100

You received a call from a customer whose CT Auto policy was canceled for Non-Payment. After review, you determine it's not eligible for reinstatement, but they were able to pay the outstanding amount due. Should you: 

(CRC Connect Guide Countywide Non-Pay Reinstatement Process Countywide)

Connect them to Retention via Rewrite All Other 


100

You receive a call from a customer asking to update their last name on their MI Auto policy as they just got married last month. Should you: 

(What Unlicensed CRC Reps Handle - Countrywide CRC Connect Guide Countrywide)

Connect the caller to Expanded

100

Which of the following is considered an approved third party for auto lienholder updates? 

(Third-Party Guidelines - Countrywide)

Finance/Leasing Company

100

What is it called when a mortgage company receives the bill and paid the insurance premium on behalf of the customer? 

(Mortgage Escrow Overview - Countrywide)

Escrow Billing 

100

If the customer is disqualified from reinstatement, what can be offered? 

(Non-Pay Reinstatement Checklist - Countrywide)

Connect them to Advanced Plus for a rewritten policy effective tomorrow

200

You received a call from a customer that needs to add their landlord to their AL Renter's policy. Using Knowledge Center, you determined that this is called an Additional Interest. Should you:

(What Unlicensed CRC Reps Handle - Countrywide)

Assist the caller and add the landlord

200

When is it appropriate to process the mortgage update when the mortgagee updates when the mortgage company is the caller? 

(Third-Party Guidelines - Countrywide Loss Payee Request Process - Countrywide

If they confirm the closing is happening within 72 hours

200

Which of the following is NOT information you should confirm verbally for a mortgage company?

(What Unlicensed CRC Reps Handle - Countrywide) 

Claims History

200

Which form should you send the mortgagee from the forms tab in CF or Distribute Forms in CSW?

(What Unlicensed CRC Reps Handle - Countrywide)

Homeowner Rush Declaration

200

What must be done before connecting the customer to retention for a non-pay rewrite quote?

Collect the non-pay amount as advised by Billing Operations and advise the customer of a possible 100% down payment requirement for the new policy

300

You received a call from a customer that needs to update their address on their MN AUTO and Home policies. They noticed that the street name is misspelled Should you: 

(What Unlicensed CRC Reps Handle - Countrywide)

Assist the customer and update the address spelling

300

When is it appropriate to process the mortgagee update when the customer is the caller? 

(What Unlicensed CRC Reps Handle - Countrywide)

If they confirm the closing is happening within 72 hours.


300

Which of the following is NOT information you should confirm verbally for an auto lienholder/finance company 

(What Unlicensed CRC Reps Handle - Countrywide)

Medical Payments Coverage

300

Which of the following does not disqualify a customer from reinstatement? 

(Non-Pay Reinstatement Checklist - Countrywide)

A claim on the auto policy from 3 months ago

300

Which state may not require 100% down for a non-pay re-write?

(Non-Pay Rewrite Down Payments- Countrywide)

Delaware

400

You receive a call from a customer asking to remove asking to remove their mortgage company from their KY Home policy. They just paid off their mortgage last month. Should you:

(What Unlicensed CRC Reps Handle - Countrywide)

Assist the caller and remove the mortgagee

400

Which of the following is considered an approved third party when it comes to mortgagee updates? 

(Third-Party Guidelines - Countrywide)

EAM/PRU Agent

400

Which of the following information can you confirm for a customer? 

(What Unlicensed CRC Reps Handle- Countrywide)

None of these

400

Which of the following does not disqualify a customer from reinstatement?

(Non-Pay Reinstatement Checklist - Countrywide)

The customer can make a payment for the reinstatement premium

400

You received a call from a former customer asking about the status of their refund canceled GA Auto policy. Should you: 

(What Unlicensed CRC Reps Handle - Countrywide)

Assist the customer and advise on the status of their refund

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