Endorsements
Cancel Rewrite
!!RANDOM!!
Guidelines
Billing
100

I got an alert saying a change has been submitted, there is no AG on the phone to tell me what they did. Where can I check to see what CHANGES were made? 

Show Change Notes button

100

What is the main purpose we do cancel rewrites? 

To change the effective date. 

100

When you met JV, what does JV stand for? 

Jonathan Vitale

100

What is the total maximum allowed for Jewelry scheduled property? 

100,000

100
How much is a Non-Pay Fee? 
$10
200

What policy status must the endorsement be in, in order to finalize and commit it? 


***Bonus 100 points***

Active

200

I did a cancel rewrite, now the payment they previously made is showing as a credit.. Why? 


**Bonus** 150 points : )

Because the cancel rewrite updated the billing date. Since the billing date has been extended out the money will sit there as a credit until the bill date arrives. 

200

Where did Ashley R. want to go for her wedding? 

Mexico

200

DP1 is only for ____ homes? 

***BONUS 200 for answering this right!.... What is the maximum term for a dp1? *****

Vacant



Bonus..... 3 months

200
How much is the CC fee on CC and Debit payments? 

2.75%

300

What document do I need to regenerate after completing the endorsement. 

Proof of Insurance

300

What document does not transfer over, that you must manually transfer? 

360v

300

What did I have on the bbq this weekend? 

does not have to be 100% spot on. 

Teriyaki Chicken skewers with pineapple onions and peppers.


if you say chicken skewers that works too  

300

Which product includes COV B, C, D etc. by default? 

Homeowners policies, 


DP3 does not 

300

The insured over paid and now there is a credit sitting there, what do I do? 



 ***Points can be split for help from another advocate***

Follow the steps to provide a return premium. 

There is a button under the credit that you click to return premium. You must enter the RP reason from a list of template reasons. 

400

Agent wants to add auto discount, how much is the discount? 

5%

400

Can I rewrite this policy? 


BAMHO-2021-054214-01XXX

No, the 3 X's indicate it has been rewritten 3 times already they will need to requote at this time. 

400

What is the fake name I have used in the majority of my processes?


First name is ok. 

Loba A. 

400

Home looks like a Dome can we insure this? 


No
400

How many days does a MTG have to pay the bill post bind? 

44 days

500

If an endorsement is done right before a printed renewal, what additional steps must I take? 


**You may split the points and call on a lifeline**

Once you complete the endorsement, you will leave a note detailing the endorsement, and set an alert for the Renewal UW email so that way UW can update it post Renewal. 
500

What 3 things must be done on the old (X) policy.

change cancel docs to do not send

if any notes on X policy copy and paste them into new policy

and save the 360v and apply it to new policy

500

What is my favorite Flavor of Cheez itz? 

Hot n' Spicy : )

500

What are all 4 Personal Liability limit options? 


Bonus 250 for the person to answer it right, if you get it wrong :D

100,000

200,000

300,000

500,000

500

Which plan has a 10 pay option? 

Catlin? or Sutton?

Sutton