Horison Basics
Fast Agent Basics
Horison in Shelf
Fast Agent in Shelf
Bonus Questions
100
How do you log into Horison... what's the code and password?
05 and cscs
100
How can you view notes from a previous day?
In fast agent.
100
What do you ask a CA policy holder before cancelling their policy in Horison?
“Are we cancelling your homeowner’s policy or your GeoVera Earthquake policy?”
100
What does the notepad tool do?
Where policy number is entered, partner branding displays, notes are entered and links can be accessed.
100
What is Becky's team's picture?
A Mickey Mouse picture and quote.
200
•What do you click to remove a mortgagee and add a new one?
•Purge
200
What are you always supposed to start your notes off with in Fast Agent?
Spoke With/SW
200
What does Billing details display?
• Effective dates
• Payment history
• Method of receiving payment
• Pay plan
• Next payment date and amount
• Installment schedule
• Who policy is billed to
• Balance
• Any payment reversals
• Installment fees
• State fees
200
True or False: You can go directly to the USPS website's link through Fast Agent.
True
200
What state does Lisa live in?
Ohio
300
What information do you verify off of the BC1 page?
Name, DOB, Policy #, Zip, Phone #, Email, and Mailing Address.
300
What does this abbreviation stand for in fast agent?
ISAOA/ATIMA
300
How do you get to the billing tab in Horison?
Receivables
300
What does the pay plan help section do in Fast Agent?
- Provides quick info at-a-glance on the characteristics of each payment plan.
- As information changes frequently, refer to Shelf for the most up-to-date details and guidelines.
300
What is Megan's cat's name?
Oreo
400
What process is used to close Horison when it freezes?
Forced Close
400
Which tool in Fast Agent allows you to figure out the cutsomer's downpayment?
Bill Pay
400
How do you update mortgagee info, what tab and selection?
Amend > Mortgagee
400
How do we email UW and alert them about a dog with a bite history?
In fast agent under fast email. Change in Risk Alert.
400
How many puppies did Gabby's dog have?
4
500
What three tabs do you need to go to when updating an address on a H04 Policy?
1. BC1
2. BC2
3. Underwriting Attributes
500
How do you save fast agent notes to Horison?
Copy and save the notes in fast agent and then paste them in the summary box in Horison.
500
Which states have to submit a written cancellation?
LA, NM, and OK
500
What are all of the scripts located under quick reference?
500
What 2 things should you not do to avoid making Michael cry?
Internal reissue and saying "I'd be happy to cancel your policy for you today"