Navigation
What is the wild card symbol in AMS and ImageRight?
%
What is the first step in the endorsement workflow?
ENDT Request Processing
Can there be more than one submission in the submission group?
Yes
What is another name for the eForms button in a policy?
Hot Lava Dolphin
What is the name of the goose at Mel's desk?
Dot
What does the grilled cheese button do?
Edit
In order to move a task to a new step, what do you have to do first?
Lock the task (double click)
If you don't have the Submissions view, where can click to add it?
User Options
List the 3 B&B required fields in the customer setup.
NAICS, SIC, FEIN
What is Brandon's alter ego name?
Gabe
What button do you click to populate the To Do List?
Fetch
Can you click CORRECT invoice, if your premium needs to be updated?
No. You can only correct commissions.
Where would you file printed applications? (Name the folder and the doc type)
Plan year > Marketing > APP
If you want to see what coverages are on a policy at a glance, what view can you go into?
Dec Page View.
What year did the USA land on the moon?
1969
What are the 3 ways to being documents into ImageRight?
1. Drag & Drop
2. ImageRight Ribbon
3. Print to pdf
When using eForms, what button do you always have to click before you can email/print?
Create
What is the quickest way to turn a submission into a policy?
Create Policy hyperlink
Name the 3 places do you enter commission information.
1. Basic Policy Info - Negotiated Commissions
2. Personnel
3. Transaction/Premiums - Calculate
What cities are Stephanie and Elise from?
Jacksonville & Denver
When searching for a client, how can you view only Ocala customers? (not other PCs)
Limit to only customers I have access to
When invoicing a premium financed policy, what must you remember when entering the financed amount?
It must be negative
What carrier do we use when creating new submissions?
*Marketing
How do you open two customers at the same time?
Right click
Which producer has 900 open activities in TAM?
Doug