Show:
Name that Button
Take a RISK
Web Quotes
50/50
Flashback
100
What button would you click if the representative identified a concern that should be reviewed before offering coverage?
'Add UW Issue'.
100
What does UWI stand for?
Underwriting Issue.
100
How do you assign an Account number when promoting a web quote for a brand new customer?
trick question - a new account number will be assigned automatically.
100
True or False: Representatives can add a participant code.
TRUE. Representatives can add a participant code. Associate Account Managers and higher can remove and change participant codes.
100
What button do you have to click after inputting prior insurance information?
Calculate Summary!
200
What does the * stand for on the Risk Analysis screen?
You can automatically approve the UWI.
200
If Tom gets a call back on Sally's NBO and sends the UWIs in for approval who will get the activity back once they have been approved or rejected?
Tom. The 'review and approve' activity is connected to whoever sends the UWIs in for approval. However, the account manager can go to the WorkPlan to change who the activity is assigned to, if necessary.
200
When completing a search for a web quote in CMA, if the Storage number begins with a 'W', what would that tell you?
1) it will be a PolicyCenter Policy 2) Web Quote Viewer is available.
200
True or False: Web Quote Viewer shows you the premiums that the customer was quoted online.
TRUE --YAY!!!. Web Quote Viewer will show: Submission Number, Primary Named Insured, the Policy Period, Address, Drivers, Total Premiums for the Good, Better and Amica Recommended.
200
Name 3 places you can access notes.
1) Tools bar (left side navigation) -> notes 2) Notes in Worksheet 3) Activity -> view notes 4) PolicyCenter Account -> notes
300
If an Icon appears in this column it means someone has sent the UWI to be reviewed by the Minimum authority required. What is the name of this column?
Approval Requested.
300
What happens if you approve UWIs that are auto approvable?
If you approve the UWIs that are auto approvable, you are removing them from being auto approvable in the future. What that means to you is that every time anyone makes a change to the policy in the future, they will always get a blocking bind for those auto-approvable items.
300
How do you pull up the Web Quote Viewer?
Click on the storage number that begins with a 'W'.
300
True or False: If approval was already requested on previous UWI's, a second review and approve activity will be created.
FALSE. A new activity will not be created. Instead the original one will be amended.
300
Name the 4 places you can view activities.
1) Desktop -> My activities (only the ones assigned to you) 2) Activities/Workorders Tab 3) Policy File Summary Screen 4) Workplan (only shows the one within the work order).
400
What three buttons can appear in the untitled column on the Risk Analysis Screen?
Approve, Reject, and ReOpen
400
What is the purpose of the UWIs that are listed under Informational?
This will list non-blocking UWIs that you may want to investigate and confirm prior to offering or confirming coverage.
400
Name 3 things that the Web quote viewer shows you.
1) Premiums quoted 2) Good, Better, and Recommended coverages 3) Vehicle information
400
True or False: You can still approve any items blocking bind when there are UWIs blocking issue.
TRUE!
400
Where is the GAP endorsement listed?
The GAP endorsement is listed on the SxS quote screen and only shows when a vehicle is eligible.
500
Describe what the following buttons allow you to do: Approve, Reject, ReOpen, and History (be specific).
Approve - This allows you to approve multiple UWIs at once Reject - This allows you to reject multiple UWIs at once Reopen - This allows you to reopen previously rejected UWIs at once History - This allows you to see when the UWI was created, if it has been rejected, reopened or approved.
500
What are the four UWI Categories?
Blocking Bind, Blocking Issuance, Informational, and Already Approved.
500
Name two ways you can import a web quote. Be specific.
1) PolicyCenter Account -> Action menu 2) CMA
500
True or False: When you approve (or reject) the UWIs it will automatically approve (or reject) the review and approve activity that was sent to you. What do you do with the activity if you are only rejecting one of the UWIs?
FALSE. You have to approve or reject the activity yourself after approving or rejecting the UWIs. If you are only rejecting one of the UWIs you must DECLINE the activity even though you may not be fully declining the risk.
500
The letter your work order starts with, tells you what type of work order you are working on...Please provide the six types of work orders... C = P = R = T = Q = W =
C = Cancellation P = Policy Change R = Renewal T = Rewrite Q = New Submission W = Web Quote