Billing/Payments
PAVER/VAPER
Vehicle/Coverages
MASS
MASS 2
100
What are the components that need to be addressed when ph UN-enrolls from autopay on TMPP?
Possible cancellation notice, change in payment plan and double bill
100
List 3 scenarios that would require to be plogged?
Cancellation of policy, exceptions, information for an underwriting concern, information that can affect future handling, future/back dating
100
Today is 12/16. A Maine PH purchased a vehicle from a dealership on 11/14 but forgot to add vehicle to her policy. She is going to the DMV today and needs ID cards. What day will the vehicle be added?
12/17 (DAPC) because the vehicle was purchased more than 30 days ago.
100
Ms. Fisher is moving out of Mass to New York. What information does the agent need to collect before running CARMA
Social security number, education and occupation
100
MsPH just got some vanity plates "G3CK0" for her vehicle. What RMV should we send and for what reason?
RMV 3; Amendment
200
True or False: MSP can change to full amount of the cancellation notice in the 3 and 15 day window.
False
200
Mrs.ph advised her husband was incarcerated 5 months ago and would like him removed the day after he was incarnated. What do we need to do to remove him?
Supervisor approval and proof of incarnation
200
What coverage would a hit and run be covered under?
Collision
200
Mrs. Clawson is moving back into Massachusetts. Her Chevy Cruze was once registered in Mass but surrendered her plates when she moved to NY. She now needs to re-register her vehicle. What form does the agent need to send the PH?
RMV 1, because she needs to obtain new registration
200
How much is the paid in full discount?
5%
300
We disconnect PH from 6 pay plan enrolled with EFT. What do we need to advise him of before closing the call?
Installment fees will be raised to $5.00
300
Mr. PH called to file glass claim. Activation alert is displayed. How do we proceed with call?
Apologize for claim, advised ph can file/review claim on geico.com and that you will send a quick email to enroll online and transfer to glass claims.
300
Mr. Ph is looking to add his friend’s car to the policy. Friend lives in HH and is the registered owner of the vehicle. Mr. Ph advised he will not be driving the vehicle just trying to help his friend with the insurance cost. What do we do next?
Advises the ph there is no insurable interest and would need to seek other insurance
300
Mrs. Gunderson has an Allstate policy for 4 vehicles. She is now insuring one of the vehicles with GEICO but wants to keep the other 3 insured with Allstate. Do we send a 2A letter? Why or why not?
Yes, Allstate will only cancel the vehicle listed on the 2A Letter.
300
When does limited collision pay out from an accident?
When PH is less than 50% at fault. ProTip: This does not satisfy the finance/lease requirement!
400
Mr. PH called to make partial payment on cancellation notice. Payment amount is $374.00 and MSP is $399.00. What amount do we advise PH he can make?
Current amount due $374.00
400
How do we verify an Executor of Estate?
•Policy Number •Policyholder's Name •Either: Policyholder's Zip Code, Address, or Phone Number (Home/Work/Cell) •And: Policyholder's DOB or last four digits of SSN (Exception: If full SSN was obtained to retrieve the policy, it is not necessary to verify DOB or last four digits of SSN)
400
List the assumptions used on SVE/SVQ’s.
• No vehicle customizations. • Kept at current address. • Named insured is sole registered owner (verify with customer when applying). • Vehicle registered state matches current rated state. • You won't have a full usage discussion with the customer when adding or replacing a vehicle so listen for clues that the vehicle will be driven differently from the assumptions made. o Add vehicle: The vehicle is driven 12,000 miles a year. If the new vehicle is being used to commute, and the driver of the new vehicle is currently listed as commuting on another vehicle, the commute information will be transferred to the new car and the other vehicle will be assigned pleasure, 12,000 miles a year. o Replace vehicle: The vehicle is driven the same as the vehicle being replaced.
400
What does Bodily Injury Compulsory cover?
A person only in the state of Massachusetts. Once they leave the state of Massachusetts they no longer have BI coverage.
400
What are the necessary info needed to plog for adding a trailer in MASS?
VIN number, year, make, model, who the reg owner will be, GVW
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