CASA Jeopardy

Macros

100

Most used macro currently

What is "agent authentication not needed"?

UW

100

A ticket that is never merged

What is underwriting?

300

Concerns there are deliveries require this

What is a deactivation letter?

Zendesk

100

Policy seller field (ie. Agency/partner)

What gets checked/updated on every interaction with an agent?

KB

100

PO Box 906
Portsmouth, NH 03801

What is the mailing address for Clearcover?

300

• An email from the agent -OR- a forwarded email cancellation request from the customer
• Agent chat or phone call
• Cancellation form 
• A declaration page, ID card, or letter of experience from the insured's new carrier

What are ways that an agent can cancel a policy?

400

A tool used by Clearcover to encourage a select group of agents to sell policies which allows the company to compare their sales and engagement with similar agents who are not part of the program.

What is the Clearcover Rewards Program?

https://cxkb.zendesk.com/hc/en-us/articles/15168152647319-Independent-Agent-Rewards-Pilot-Program

True or False

100

An agent can send a text message to a policyholder with a link to download the app.  

True