Beyonce
On which system will you find Household History Page?
Express
Where do you upload documents needed before you can bind a policy/Quote/submission.
Risk ANALYSIS
Contingencies
What is a retired document?
A document that is has been replaced with a more current version
The date in which the transaction was requested is called...
Process Date
Examples of Pay Plans?
2 pay
1 Pay
Monthly
On which Express Screen will you find the Household History page?
Summary
The only people who can get an Affinity discount in 1 policy is the PNI and...
Their Spouse
On which system do you find Image center
Express
On Express, where do you find documents uploaded by Agents
Image Center
Which System will you use to waive a fee?
BillingHub
When you select a change, and click view change summary on household summary, you can find the following:
Policy the change is being made on and the information about the change
Effective date of the change
On which system will you find your knowledge Articles
SRM
Do we have the ability to "un-retire" a document?
Yes, we can un-retire if necessary.
What is the minimum amount a customer can pay to prevent cancellation.
Amount due
Which system do you search for a submission/Quote number?
Agency Dashboard
On the view change summary you are able to compared the old version of the policy to the new version.
True
True or False:
Post bind contingencies are needed before you can bind a policy.
False
most documents, after they are scanned to the Image Center, will have a status of what?
Pending Review
Which system will you use when checking if a refund was sent to a customer?
BillingHub
On new business, when will the EFT discount apply after the EFT pay plan is selected?
immediately
What is shown under Household History?
Shows every change made to a policy for the life of the policy.
Pre-bind policies will not prevent you from binding a policy.
False
You can Retire a document when:
A more Current document is available
Document was accidentally attached to the wrong household
What Example would be covered under comprehensive coverage?
Your car catches fire
A Tree falls on your car
Hitting a deer
What is the First Tab on Billing hub
Account Maintenance