Products
What are the four base policies for Auto?
1.Family Car
2.Cycle
3.Misc Vehicles
4.Watercraft
What rating factors are used for Family Car?
Driver
Household
Limits/Deductibles
Discounts
Failure to upload supporting documentation for a discount results in:
Discount being removed
You should never use this button in PolicyCenter or BillingCenter.
Back browser button
In order to offer great customer service, all customer interactions or account activities should be documented where?
NED
All notes entered in NED are stored in Apex – Journal Tab. You are also able to document directly into Apex.
Golf carts that are licensed for road use should be written as?
Family Car - Low Speed Vehicle
The Full Pay discount rewards a customer for paying their premium in full at new business within how many days of policy issuance?
A. 3 processing days
B. 5 business days
C. 10 business days
D. 30 calendar days
3 processing days
Paying their premium in full within three days of issuance
When a payment is applied to the charges or fees of an account:
A. Moved
B. Transferred
C. Distributed
D. Reversed
C. Distributed
True or False
Due Date changes are processed in BillingCenter?
False
The amount of time it takes the system to process a product change in PolicyCenter, or a billing change in BillingCenter.
Changes are made in real time.
Your teenager may be eligible for this discount if they volunteer with a non-profit organization.
Young Volunteer discount
Employees of American Family will especially value this new Advance discount.
The Affinity Discount
An initial payment of one to three months is required for new business auto and property. Name two exceptions to this rule.
• Transitions from Classic to Advance.
• Property policy billed to a TPI
• Policy is a result of a spin or split.
• Rewrite after a lapse of < 60 days.
• Reinstatement
Which resource will agents, staff and the care center use to find information about all Advance products?
Product Reference Manual (PRM)
When a portion of a payment is taken from one account and put into to another account:
A. Distribute
B. Move
C. Transfer
D. Reverse
C. Transfer
A tree falls on top of your car and breaks the roof and windows.
What coverages applies to this?
Comprehensive
Coverage offered for Cycles is Personal Property.
What is the coverage amount?
$200
When an entire payment is taken from one account and put in another account.
A. Transfer
B. Reverse
C .Disburse
D. Move
D. Move
What system is used to process payments by both Advance and Classic policies?
Payment Manager
Customization is defined within the base policy.
What is the coverage limit for customization of Cycles?
$3000
These auto products don’t float on one “schedule.”
Watercraft
One watercraft = one policy
The Full Pay, AutoPay and Paperless discounts are available to which two of the following:
A. Family Car
B. Misc Vehicle
C. Cycle
D. Watercraft
A. Family Car
C. Cycle
A customer has 3 cars & 2 snowmobiles.
How many billing statements will they receive?
Two statements
Agents and staff do not have access to this Advance system because they will have access to the same basic information in PolicyCenter?
Name the system.
BillingCenter
If an insured collides with another vehicle they own, which deductible applies?
Only the highest applicable deductible will apply when an insured collides with another vehicle they own, that we insure.