Billing & Payments
COA
Misc.
Name the Movie- By the villain
Photo Inspections
100
PH calls and requests to stop their EFT payment that will be submitted tomorrow. IC advises it is too late to stop payment on our end. IC advises the option of a stop pay with bank. What is the IC required to discuss?
NSF fee and Cancellation notice
100
Ms. Jones called to move her policy from NY to PA. What is required on this call?
Transfer we are not able to move a PH into PA.
100
What is your assumption statement for the Mercedes Benz you are adding today?
I based this on certain assumptions such as the vehicle will be registered in the state of NJ and driven 12,000 miles per year does that sound right?
100
Buffalo Bill
From "The Silence of the Lambs"
100
How many days do we give a NJ PH to complete their photo inspection?
7 Days
200
MSPH is currently pending cancellation for 145.20. She calls in to make her MSP of $65.00, after processing her payment what else would the agent need to do?
Agent would be required to offer to schedule the remaining balance and advise of the second cancellation notice.
200
When a PH moves into NJ how many days do they have to register their vehicle in NJ?
You must register your vehicle in New Jersey within 60 days
200
John Doe called in to add his 2015 M. Benz to his policy. You just finished advising of assumptions. According to the screen shot role play your conversation following assumptions.
This will include comprehensive and collision at a 500 dollar deductible the emergency road side service, rental reimbursement in the event of a GEICO covered claim, and mechanical breakdown insurance which is our 7 year, 100,000 mile bumper to bumper coverage with a 250 dollar deductible.
200
Jack Torrance
From "The Shining"
200
In New York what condition is needed to be met in order for a vehicle to be labeled "new" when it comes to vehicle photo inspections?
The odometer reading must be less than 1,000 miles.
300
MRPH is on the standard monthly payment plan. His payment is due on the 25th and MRPH asks if he can make his payment on the 30th, what is the agent required to do?
Offer to schedule the payment for the 30th and advise he may receive a cancellation notice.
300
MR Smith calls in today (11/19/15) because he now lives in NY. He wants to move his auto policy out of MA into NY. What effective date will be keyed into OASIS?
12/09/2015 start counting DAPC 20 days out
300
Ms. PH called to add a 2015 ford escape that is registered solely in her Grandfather's name that will be furnished for Ms.PH use and kept at her residence. Is this vehicle insurable?
Yes
300
Jafar
From "Aladdin"
300
In which of the following states (if any) are photo inspections required? CT, ME, MA, NH, RI, VT
A photo inspection is not required in all of the above states
400
PH currently has an MSP of 350.00. He would like to process 250.00 today, so that he doesn’t spend it, and he can pay the remainder before the cancellation date. IC processes the payment and advises PH He must pay the rest before cancellation date. Is this handled correctly?
No, IC is not able to process an amount less than MSP unless they schedule the remaining balance by the cancellation date. IC could offer to schedule full amount for the date that PH will have the full payment
400
Once a PH, who moves from a different state, becomes a resident of NY how long do they have to register their vehicle?
you have 30 days after you become a resident to register your vehicle in New York.
400
Per the screen shot, what usage conversation is required when deleting a vehicle?
Ask which vehicle will now be used for commuting and address the PAM estimate. Ask if there are any other changes on the other vehicle and verify DVA.
400
Claude Frollo
The Hunchback of Notre Dame?
400
Is a photo inspection required in NJ if the PH is adding a vehicle, that had no prior insurance, from a licensed car dealership?
No
500
While addressing a cancellation notice, the IC states "I wanted to make sure you are aware that your policy has a current amount due of 200.00". Is this acceptable to satisfy the requirement of addressing the cancellation notice?
No, the IC is required to advise of the pending cancellation notice, date, and amount
500
MR. Jones is calling into update his address within New York. He is not going to be moving until 1/25 and is not able to receive mail yet. What is required on this call?
Future date updating the vehicle rated location only document PLOG with the effective date of the mailing address and route to UWFUTURECOA.
500
When adding Joe Shmo's car to his auto policy he mentions he is a Painter who drives his vehicle to multiple sites. When asking the 5 business use questions he advises that he carries turpentine and paint in his vehicle. How would we list the vehicle usage?
Do not add. Turpentine is considered hazardous material.
500
Norman Bates
From the movie "Psycho"
500
PH Paul Smith calls in to update his address from MA to NJ. While finalizing the COA a photo inspection alert pops up for MR. Smith's 2014 Ford Escape. What is required on this call?
Photo inspection is not required. Update the Inspection Status tab to "Not Required."
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