Enter Title

Cov A over 1 Million

100

What concern would be present if the home is located on the coast?

Possibility of stilts, piers, etc. 

200

You need to submit a Virtual inspection. However, policy is not bound. What date would you select for the Alert?

Inception date

300

The quote is showing a large loss what do we need in this situation?

• Photos of repairs, or invoice of the repair being done. Not both. One or the other is enough to move forwards just make sure to upload any photos or docs to the policy. 

400

Loss shows 0 dollar amount will a surcharge be applied to the policy?

No, only losses $500 or larger are chargeable losses that will affect the policy. 

500

What's the age limit for acceptable photos? How old can a photo be before they are unacceptable?

24 months

Cape Review

100

(During a quote) What happens if an agent realizes they misspelled/used wrong address?

•The Agent would need to requote. Once you pass the eligibility screen there is no way to change the property address.

200

If the age of roof has been overridden, what is required?

•All we will need is photos showing the roofs current condition. If the roof looks newer than upload the photos and move on.

•If the roof looks in poor condition or photos cannot be found. Do not approve the CAPE review and request the AG/NI send in updated photos.

300

What would you do if you could not find photos at all, or the address is not searchable

Verify address is correct.

Request a mandatory VI.  If NI email on file approve, leave note and set alert for inception date. If no NI email on file, send email template to AG. 

400

True or False
If photos are within 2 years and in poor condition, leave review pending and fill out ticket for review.

This is false, if the photos we received are within 2 years old, but in poor condition. You will leave pending, but a ticket is not needed. Advise the agent updated photos are needed showing the correction.

500

What contact info is required for a Virtual Inspection?

Email OR Phone#

That simple, we no longer need both.

Billing

100

What is a good indicator that we need to submit a CC & ACH ticket request instead of a Check Request ticket?

• When we see a required “check number” field, but do not have a check number to list.

200

[8:48 AM] Kassidy Snyder

1. Scenario Question: NI calls in. She is upset because she just received a fee for a late payment. She says she has never had this happen before, can you please just waive it for me this time? As an advocate, I am okay to waive the fee.

• No, you always need to check with a lead before waiving a fee. 

300

When you have completed processing an endorsement, what is the first thing you should be checking?

• The AR screen to make sure the billing section is not blank.

400

What is the one button we should NEVER touch on the AR Screen?

• The delete button

500

Scenario Question: NI’s daughter calls in and is not listed on the policy, but wants to make the payment for her. Can we process this request?

• Yes, as long as we are not giving out any information on the policy.