PTE
Broker Portal
TTT
Reference Material
Miscellaneous
100
The date format that must be used when typing all calendar entries in PTE.
What is MMM DD, YYYY (e.g. Oct 20, 2009)?
100
The most common functionality accessed by the broker.
What is Policy Document Inquiry?
100
WIIFM
What is "what's in it for me"?
100
Printed reference material that provides step-by-step instructions on four of the key PTE transactions.
What is the job aid?
100
Arranges broker enrollment request for use of the PTE.
Who is the Wawanesa Marketing Rep?
200
A list that is unique to each broker and managed by each broker.
What is the list of Financial Institutions?
200
The new role introduced with the broker portal.
What is the Broker Office Adminstrator?
200
Best practice time-frame for changing communication technique (AV, presentation, exercise), taking a break or asking questions.
What is 20 minutes?
200
Online help for the broker.
What is the Broker Reference User Manual?
200
Training tool used to validate comprehension either during training or at the end of a training session.
What are the sample quiz questions?
300
The other way brokers can access PTE from the within the portal.
What is Brokers Tools?
300
Replaces the Wawanesa broker website.
What is the Broker Portal?
300
Think in pictures; visual aids such as overhead slides, diagrams and handouts.
What are visual learners?
300
Printed document that provides a summary of PTE key features and functions.
What is the quick reference guide?
300
This is the engine used in PTE.
What is i-Biz Rating?
400
The five components/sections of the automobile endorsement.
What are Policy Details, Driver, Vehicle, Claims and Endorsement Details.
400
The number of people displayed on the banner of the Wawanesa Broker Portal and the Policy Transaction Engine.
What is five (5)?
400
Prefer to learn via experience—moving, touching and doing.
What is a kinesthetic learner?
400
Printed materials given to brokers during training.
What are the job aid, quick reference guide and broker FAQ?
400
Reports that will now include the upload information for PTE.
What are Daily Upload Policies, Download Stats and Upload Stats?
500
The target response time for a transaction submitted on the PTE prior to 6:30pm CST and completed straight through processing.
What is "24 hours"?
500
The web address for the production Wawanesa Broker Portal.
What is "brokerportal.wawanesa.com"?
500
The difference between teaching and training.
Teaching fills the mind. Training shapes the habits. Our goal is to train!
500
The footer in the Broker User Reference manual.
What identifies the document version and the print date of the manual?
500
The nine different ways you can search for a policy.
What are client ID, policy number, city, client name, organization, postal code, province, street name and driver’s last name?
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