Mortgagee Clause
Processing Fulfillment Checklist
Agent Underwriting Process
Bonus Question
Bonus Question
100

You are expected to get this information from the caller at the start of the call.

What is first and last name?

100

Review Case Notes in MPX360

What is step 1?

100

This is not an underwriting referral. Fulfillment needs to add SNI

What is FAQ section "What if second named insured needs to be added to quote?" 

100

This Element has the chemical symbol "H" and is the most abundant in the universe.

What is Hydrogen?

100

This planet is know as the "Red Planet."

What is Mars?

200

Open quote in Progressive Home & Property carrier's platform.

What is step 3?

200

Home has ONLY Home Equity loan, no mortgage.

What is Step 2 under Unacceptable Fulfillment Tasks?

200

Collecting missing contractor license number from lender or NI. 

What is a Common Soft Referral (FF can address)? ASI only

200

This famous landmark in New York City is symbol of freedom and democracy.

What is the Statue of Liberty?

200

This animal is the largest land mammal on Earth.

What is the African elephant?
300

Create new Task back to agent in HQX.

What is Step 11?

300

Payment only is required.

What is Step 2 under unacceptable Fulfillment Tasks?

300

Progressive Auto policy (MPD) found in Connect.

What is a Common Soft Referral (FF can address) All carriers section?

300

This famous painting by Leonardo da Vinci depicts a woman with a mysterious smile.

What is the Mona Lisa.

300

This natural wonder is the largest coral reef system in the world.

What is the Great Barrier Reef? 

400

Create Case to obtain loan number after policy is issued.

What is step 3 under Issuing Policy with No Loan Number - New Purchase

400

Due date is determined by Omni Channel.

What is Step 4? 

400

Address updates: Adding unit, apartment, or number in front of unit number on address, adding/changing city name, adding/removing Directionals, e.g., NW, E, S, etc., adding/removing suffixes Ave, Dr, St, Court, etc. Does not apply to National General.


What is a Common Soft Referrals (FF cannot address) All carriers section?

400

This sport is played with a round ball and two teams od even players.

What soccer (or football)?

400

This novel by Harper Lee explores themes of racial injustice in the Deep South.

What is To Kill a Mockingbird? 

500

Final attempt is unsuccessful or wait time has not decreased: Reach out to leadership for next steps.


What is FAQ section How long should you remain on hold? 

500

Follow normal binding procedures.

What is Step 2 sub-step 1 under PAA Seguros Fulfillment?

500

HQX notes indicate quote information has been assumed (i.e., plumbing, siding material, etc.). 

What is a Common Hard Referrals (FF cannot address) All carriers section?

500

This famous scientist discovered the theory of evolution.

Who is Charles Darwin?

500

This iconic American landmark is located in South Dakota.

What is Mount Rushmore?