Endorsements
Agent Submitted change, what "Policy Status" must the policy be in, in order to commit that revision?
Bonus 50pts if you see a policy in Unsubmitted status what does that tell you?
Active
Bonus... The policy may still be in a quote status, or an agent has started a endorsement but has not submitted it yet.
One or both answers for the bonus question will qualify for the points.
Alice is cancelling her policy because she went with a new carrier. Alice's policy term is from 01/21/2021 - 01/21/2022. Her cancel date is listed as 04/23/2021 will she have a cancellation fee? How much if so?
Mid-Term Cancellations = $25 dollar cancel fee.
What is the name of the Video Game that I was talking about with Cristian, Matt, and Rachael?
Apex Legends
What is the MAX dwelling limit for Catlin Policies
Bonus x 50pts for naming Max Dwelling limit for Sutton as well.
2Million for Catlin
1.5Million for Sutton
How much is the CC/Debit card fee?
2.75%
IBEM means?
IBCH means?
inbound call
inbound email
inbound chat
I just did a cancel rewrite, the new policy shows a credit of $1,832 Dollars, do I need to refund this? Explain.
No,
Because we did a cancel rewrite the due date was pushed out and now the payment is showing as a credit because its not technically due just yet.
What Color Shirt was I wearing this morning
Green
Bonus 200 points if you remember what was on it.
What % of COV A does COV C cover on a homeowners policy?
Bonus 100pts What % of COV A does COV b cover on a homeowners policy?
50%
Bonus - 10%
How much is a Non-Pay fee?
Bonus 150 can I waive this?
$10 dollars
Yes, if it was due to our fault, or if they do not have a track record of fee's and we want to provide them a 1 time courtesy.
When adding a new NAMED INSURED what must you do every time?
Run Loss History!
How much is a Reinstatement fee?
Where am I from?
Florida/Orlando
Who offers a 10 pay option?
Bonus Billing 200pts - How much is an installment fee?
Sutton
Bonus - $10 dollars per installment
What are the 2 forms you will want to use to send requests to finance?
CC and ACH request
Check Requests
What type of endorsement can be backdated? If any?
A Mortgagee change
What is the main purpose of a Cancel Rewrite
to change the inception date
Where is Dawn from?
South Dakota
DP1 is for _____ properties.
Vacant
Agent used wrong card and wants to VOID payment. However payment was made yesterday can we still void it?
No, can only void payments same day.
Who can see the PRINT DESCRIPTION notes?
the insured.
What doc has to be resent end signed by both the NI and AG after the cancel rewrite?
policy application
Congrats you were brave enough to try Random for 500... Sometimes it is just that easy take the 500 :D
Yes I did not know what to put : ) lol
Does Sutton have a DP3 option?
No they do not.
What is the process for sending a return premium back to the insured (like a overpayment)
click on the blue link under the credit
use our tools to input the correct return premium tagline
send.