The girl in the office calls in to get a username set up. She is licensed but not appointed. Can she have a user id of her own?
What is Yes.
200
during an outage, the only thing that should be listed in the summary field of a ticket is the agent's __________
What is email
200
What are the three things a farmers agent can see on star under resources?
What is
1. Supply source
2. Product info
3. R/C estimator
200
When creating an article, how do you find the article number?
What is After completing the article, you would save the document. Once saved, the article number would be generated. You will re-edit the article to add the number.
300
In order for a data download to be sent for a renewal of a mobile home policy, what must have already taken place?
What is Payment must have been applied toward the renewal
300
What do you have agents do under the “manage my profile” link once you have set up a new user name?
What is Copy and paste the validation code
300
This is copied and pasted into the note section on every setup
What is New user setup email
300
What should be the first thing you do when doing a new user ID set up?
What is check for a duplicate username in SAM
300
What type of articles would you create under General Info?
What is None – we are no longer using General Information.
400
What days do downloads process for the agent to see them?
What is Tue-Sat
400
What always needs to be offered when setting up a new username?
What is Welcome Call
400
The very first question or concern of the call goes in what field?
What is the Summary field
400
What is the EXT to use when an agent is listed as a Foremost Express agent in ACE?
What is 27616
400
Who created article KB7685; When was it last modified and by who?
What is Amber Bentley; last modified on 10/30/2017 by Matthew Albright.
500
We can resend a data download document when we can answer YES to these three things
What is EDR shows policies issued or endorsed in the last 60 days, Producer Code is set up for Download, The Y account is correct
500
When looking in ACE to see if an agent is appointed, you find the producer code has many names under it. How do you search for 1 specific person.
What is In the “Name” search bar put either the first or last name in all capitals and then put the producer code back in. Hit filter.
500
Explain why you would ever change the reported source from phone to web
What is When you are making a secondary ticket for same call.
500
What are the three items ACM will need to send an agent a producer information form
What is
1. Name
2. Producer #
3. Email addreess
500
What is the difference between article types: Problem/Resolution and Question/Answer?
What is
Problem/Resolution: technical article- "how to" steps to solve an issue.
Question/Answer: general questions or underwriting questions