EPIC
WHERE IN EPIC SHOULD YOU GO TO SEE WHO IS ASSIGNED TO A CUSTOMER ACCOUNT?
INTO THE POLICY UNDER THE SERVICING TAB
FINISH THE SAYING
"THE HIGHER THE DEDUCTIBLE"
THE LOWER THE PREMIUM
BESIDES ONLINE OR CALLING THE OFFICE WHERE CAN A CUSTOMER FIND THE NUMBER TO THE CLAIMS DEPARTMENT?
HINT:PIECE OF PAPER
ON THEIR ID CARD
IF YOU NEED ACCESS TO A CARRIER WHAT DO YOU DO?
SUBMIT HELPDESK TICKET
AFTER SPEAKING TO A CUSTOMER OR CARRIER WHAT DO WE NEED TO DO IN EVERY ACCOUNT
CREATE AN ACTIVITY
WHAT IS THE COMISSION PERCENT FOR SOMEONE ADDED AS A PR/BR TO A SOLD POLICY?
5%
WHAT DO THESE LIMITS COVER: 100/300/100
100 PER PERSON INJURED, 300 FOR TOTAL BODILY INJURIES, 100 FOR PROPERTY DAMAGE
IS FLOOD AUTOMATICALLY COVERED ON A HOMEOWNERS/DWELLING POLICY?
NO
WHEN QUOTING OR SHOPPING A POLICY, WHAT COMPANIES DO WE GO TO FIRST
HINT: GENERALIZED
THE CORE CARRIERS
HOW OFTEN SHOULD WE BE CHECKING OUR CANCELLATIONS
EVERYDAY
WHAT SHOULD THE RENEWAL STAGE BE ON AN ECU'D POLICY
NOT STARTED
WHAT IS THE MINIMUM LIABILITY COVERAGE ON AND AUTO POLICY NEEDED TO HAVE AN UMBRELLA POLICY PER STATE LAW?
250/500/100
AFTER WE HAVE TOLD THE CUSTOMER THEIR DEDUCTIBLE BEFORE THEY FILE A CLAIM WITH THE CARRIER WE SHOULD ADVISE THEM TO GET WHAT?
A FREE ESTIMATE
IF YOU HAVE A QUESTION ABOUT A POLICY AND YOU CANT FIND THE ANSWER ON THE CARRIER SITE, WHAT DO YOU DO NEXT?
HINT:PEERS IS NOT THE RIGHT ANSWER
CALL THE CARRIER
where we go in ring central to see who is available to take a call
THE HUD
WHAT IS THE ACTIVITY WE MUST CREATE FOR EVERY CANCELLATION OTHER THAN A CNPY WHO DOES NOT ANSWER OR NON RENEWAL
CREQ
MEDICAL PAYMENTS FOR AN AUTO POLICY COVER WHO IN AN ACCIDENT?
EVERYONE IN THE VEHICLE, INCLUDING THE DRIVER
IF SOMEONE GETS A TICKET FROM THE POLICE DURING AN ACCIDENT THEY ARE AUTOMATICALLY AT FAULT FOR THE ACCIDENT. TRUE OR FALSE
FALSE
WHAT ARE THE 8 CORE CARRIERS
HINT: DO NOT INCLUDE FLOOD
Progressive
Liberty Mutual
National General
Auto-Owners
Travelers
Nationwide
Geico
Safeco
WHAT SHOULD OUR CANCELLATION BUFFER BE MONTHLY TO MAKE SURE WE STAY AHEAD ON RETENTION AND ACCOUNT FOR BACKDATED CANCELLATIONS
HINT:DISCUSSED WHEN WE LOOKED AT THE MONTH TO DATE CHART
40%
IN DASHBOARD WHERE DO YOU GO TO SEE INFORMATION FOR MISSING PR/BR AND MISSING PREMIUMS
BOOK OF BUSINESS AUDIT