In The Beginning
A little bit of this
A little bit of that
Scenarios
MUST HAVES
100
This is similar to a branch's SC rate.
Follow Up Queue
100
A Work Order number that starts with the letter 'T' means it is what type of Work Order?
Rewrite
100
Give an example of when assigning an activity you would search by group instead of queue.
Group -> Accounting and SCSS Queue -> All branches
100
Give an example of when assigning an activity you would search by group instead of queue.
Group -> Accounting and SCSS Queue -> All branches
100
What is the first thing you should do before doing anything else on a PolicyCenter Policy or Work Order?
NOTES!!!!
200
What two screens can you run prefill in PolicyCenter?
Policy Info and Drivers.
200
After quoting a renewal, if you do not have the 'Return to Renewal Path' button, what screen should you check first?
Risk Analysis.
200
Where are ID cards located in PolicyCenter?
under 'Create Documents'
200
NBO - Mr calls in gets a quote after getting the premium he starts talking about how his identity has been stolen can reorder credit for MRS without having to change the quote or do a new quote?
YES! When reordering the credit it gives you the option to select which insured to order the credit under. It will default to the first listed but if you decide to change it you will need to pick a reason (i.e. victim of identity fraud)
200
What type of activity should you always be changing the subject on?
General Reminder Activity.
300
Where do you change the vehicle type (ex. motorcycle)? Where do you indicate a policy is a double?
Qualification Screen.
300
Where do you jump to progressive or set up an activity for a progressive rep? Bonus: if we write a Progressive or AGA policy where should we put their information so that we know for future reference?
Closing out the Work Order to 'Decline'. Make sure to change the activity subject to: 'Progressive Follow-Up' if you are not licensed. Bonus answer: 1) add account comments 'insd has other lines w/AGA' 2) Under PolicyCenter Account -> Policies Tab -> Click the 'add' button under 'AMICA General Agency' and include the policy number.
300
What type of storage can you *NOT* copy from UDE into PolicyCenter?
an unprocessed UDE storage.
300
insd calls in stating that he cancelled his pol shortly after being written on 08/01 because he decided to go with another carrier. unhappy with their service he wants to come back to us...What do you do?
1) pull up the cancelled policy and confirm he still has the same vehicles and if any info has changed. (yay - you can view the cancelled policy!!) 2) open a new submission -> copy data -> search for the cancelled policy number -> copy over all relevant info.
300
What are the first two things you should do when quoting a Renewal Work Order in 'Renewing' status?
1) copy the premium and put it in your notes 2) click 'Versions' DO NOT CLICK EDIT!
400
What button do you push to order the clue, MVR, and aces? What if you just wanted to order one of those reports?
'Order New Reports'. You still click this button if you just want to order one of them, but on the next screen you would deselect the report you don't want to run. ex: you want to re-run the credit, you would deselect each MVR and the select 'no' next to the clue and select 'yes' next to the ACEs.
400
What must you remember to always manually input on Splits and Spins? Hint: you do this now in UDE.
Input the expiring policy number. You will also need to transfer loss ex.
500
How do you obtain an MVR for a CA, FL, or MA? Hint: What do you do to send something to SCSS?
New Activity -> Request -> Get Motor Vehicle Reports -> Queue Name: SDP Open to Add Note with Activity. Document the Driver’s Name, License #, Date of Birth, State of License and who SCSS should send the activity back to
500
Name at least two ways to compare processed policy transactions?
1) In the Policy -> Summary Screen -> click compare under transactions 2) in the bound work order -> Policy Review 3) using the date field in the Policy
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