Potpourri
Potpourri cont.
Assist Guidelines: Services
Services (cont.)
Assist Guidelines: Sales
100

This 'Forrest Gump' actor ironically is a distant relative of Mr. Rogers whom he played in a 2019 biopic.

Who is, Tom Hanks?

100

This giant, yellow PBS star that you'd never hear using 'fowl' language, has a star on Hollywood's Walk of Fame.

Who is Big Bird?

100

During the Customer Apology Process, one of these can be ocassionally sent to a customer if a major error was made by our company that hugely inconvenienced our customer. 

What is a Visa gift card?

100

Michael Scott once (only) declared it, and it is one of the 8 acceptable reasons to waive an Outstanding Customer Balance. 

What is, bankruptcy?

100

This PBV status means that proof has been received from the customer/ agent &reviewed by the Underwriting team, but additional proof and/or information has been requested.

What is, In Process

200

This Latin term which is frequently abbreviated, translates to 'and the rest' and is used for incomplete lists.

What is et cetera et cetera?

200

This 'fatherly' West Coast baseball team is the only one whose team city and name are both in Spanish.

Who are, the San Diego Padres?

200

This program, formerly known as Mission Control, is used to identify if a customer logged in and made an attempt to complete the e-sign process. 

What is, WebAssist?

200

This Assist GL would be used in the case when a customer insists that a hand-signed (wet signature) document is required. 

What is, Free Form Memos?

200

Record retention laws require insurance companies to maintain all quote data, so the information can't be modified or deleted but we can assure them they won't be used for these purposes. 

What is, marketing?

300

The temperature that water starts to boil. 

What is 212 Fahrenheit
300

A close basketball layup shot from the tip of the hand into the basket is smooth like 'butter' and has been perfected by players like Steph Curry. 

What is a finger roll?

300

This department would need to be called when a customer is requesting a Chat Transcript

What is, Lead Resolution?

300

When determining the acceptability of Power Of Attorney proof, as assist member must verify that it's signed by the NI, signed by or witnessed by a notary, not expired and the document needs to grant these to enter into contracts, conduct business or grant specific powers for insurance transactions.

What are broad based powers?

300

Assuming CIT has allowed for a credit exception to be made due to an extraordinary life circumstance such as identity theft, death of a spouse, catastrophic event etc. etc., the first name would be changed either to A1, B1, or C1 and this last name would be used to rate the customer. 

What is, Creditdemo?

400

This continent is the only one with no active volcanoes.

What is, Australia?

400

This British 'slowhand' guitarist considered to be one of the best of all time, is the only person to be inducted into the Rock and Roll Hall of Fame three times:as a member of Cream and the Yardbirds and as a solo act. 

Who is, Eric Clapton?

400

This process, only to be used as a last resort in extreme circumstances, involves suspending billing, dividing the remaining premium into equal payments, including a detailed breakdown of the payment schedule in an accommodation note and removing EFT.

What is a manual bill plan?

400

This, unique to North Carolina, may be changed back if the policy change that caused it has been reversed using the same effective date or if the cause was a Snapshot Opt out. 

What is, the cession?

400

In Ohio, we allow customers who are in the process of obtaining a license or permit to purchase a new business policy and after selecting permit or valid this license number would be used. 

What is, AB123456

500
In 1864, this man became a lieutenant general and assumed command of all U.S. armies

Who is, Ulysses S. Grant?

500

This middle-earth region where the Hobbit's live, was the location of Bilbo's farewell speech in Lord of the Rings.  

What is, the Shire?

500

This scenario is the only one in which an assist specialist may be able to approve a 'claim' for a customer. 

What is, a roadside assistance coverage error?

500

This coverage duration rating factor can be updated by IT if a policy change is reversed or there was a company or Agent error.

What is, Coverage Since Inception?

500

This tool would be used to determine how to code a violation accurately according to the state and to reconcile the MVR. 

What is, the CMOD Portal?