New Submissions MISC
Activities
Queues
Notes
Mix It Up
100
How do you archive a quote in PolicyCenter and when should you be doing it?
click the 'send quote' button on the Quote screen -> select the letter -> unselect the print button -> click the 'submit documents' button
100
True or False: Depending on the type of Work Order, you can keep it open without an activity.
False! You ALWAYS need an activity with an open Work Order
100
What types of activities will you see in the Correspondence Queue vs. Follow-Up Queue?
Correspondence - Mail and E-signs Follow-Up Queue - Tasks (SC rate)
100
What are notes within PolicyCenter?
Permanent Documentation within a policy file. * we should be recording telephone conversations in the same fashion we do today in UDE.
100
What Icon turns red when a user has navigated away from a screen prior to completing a transaction? *hint: you should be checking this before you log off every day.*
Unsaved Work.
200
When choosing to open a New Submission for a Misc. Auto policy (ex. a trailer policy) in PolicyCenter, validation errors may pop up...what are these validation errors telling you?
Things that are no longer available on that policy vs. the private passenger auto policy.
200
What is the difference between an activity and a work order?
Activity - Your Follow-Up Work Order - Policy Change
200
How do you search for another branch's queue to assign an activity?
1) Click the magnify glass next to 'Assign to' 2) beside 'search for' select Queue from the drop down menu 3) input the corresponding branch next to the group search field OR input the type of queue (ex. correspondence, follow-up, etc) beside the Queue search field.
200
True or False: hitting 'cancel note' will eliminate the note.
True. However, hitting 'cancel' in an activity does not eliminate the activity it only closes the window.
200
How can you access an insured's UDE Home Policy from PolicyCenter?
PolicyCenter Account -> Policies Tab
300
How do you Jump to Progressive from PolicyCenter?
Close out the Work Order with a decline.
300
Where should a note not be added until the rest of the lines of business are deployed?
PolicyCenter Account
300
When viewing an activity in a queue what do you have to do first in order to complete it?
Assign it to yourself.
300
Where do you need to go in order to view notes and view your work order at the same time?
Actions Menu -> 'Notes in Worksheet'
300
True or False: Account History tracks every time a user is in the policy or account.
False. Account History only tracks key changes to the account when it is updated including updates to contact information such as name or address, and creation of workorders
400
How do you create an automatic solicitation activity for next year?
Close out the submission with 'Not Taken'.
400
Explain what the escalation date does on an activity. If you manually input an escalation date what else do you need to make sure is selected?
the escalation date is the date that an overdue activity goes to management. The only way the manual escalation date will work is if mandatory is selected.
400
Define Queue vs. Group.
Group – PolicyCenter sections each branch into a group. This functionality displays the branch you belong to, who you report to, and the team you are on. Queues – distribution of work assigned to a specific branch. This is similar to an SC rate in UDE today.
400
On Friday, Sally makes notes on a file and processes a change. Later that same day, the customer calls back with some questions about the change and gets Bill. Can Bill edit Sally's notes? Should Bill start a new note or just add to Sally's notes since it is pertaining to the same change?
Yes, Bill can edit Sally's notes. HOWEVER, we should NEVER be editing another user's notes even if it pertaining to the same change we should be creating our own separate note.
400
What button do you have to click after inputting prior insurance information?
Calculate Summary.
500
Name the six types of Auto policies available in PolicyCenter as of 05/31/15.
1) Private Passenger 2) Motorcycle 3) Trailer 4) Motorhome 5) Antique Auto 6) Golf Cart
500
Name the 4 places you can view activities.
1) Desktop -> My activities (only the ones assigned to you) 2) Activities/Workorders Tab 3) Policy File Summary Screen 4) Workplan (only shows the one within the work order).
500
Where are the two places you can view your Queues?
1) Desktop -> My Queues 2) Search Tab -> Activities -> select the box next to Queue -> use the drop down menu or the magnify glass to search for a specific queue
500
Name 3 places you can access notes.
1) Tools bar (left side navigation) -> notes 2) Notes in Worksheet 3) Activity -> view notes 4) PolicyCenter Account -> notes
500
Where do you go to create a 'document follow-up'?
PolicyCenter Account -> Actions -> New Activity -> Reminder -> Document Follow-Up
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