Insurance
Which coverage covers the Third Party?
What is the minimum limit?
Liability
30/60/25
Which system do we use to quote a customer?
ITC
The system used to create a receipt
Matrix
What is Petty Cash used for?
Change
The form that is needed when adding a driver to the policy
Endorsement Form
Which coverage is known as "Full Coverage", per dealership requirements?
Comprehensive and Collision
What is the deductible for UMBI/UMPD?
$250
Which coverages if added require photos?
When must you take these photos?
Comprehensive and Collision & UMBI/UMPD
At the time of sale
What must you print out at the end of your shift?
Matrix EOD Report
Lists all the excluded drivers on the policy
515A Exclusion Form
You must offer these by law
PIP and Uninsured/Underinsured Motorist
System used to process a payment
The Companies Website
Where can the phone numbers and email addresses to our Underwriters be found?
Underwriter Picker Tool
The form that must be signed before providing the customer with their refund.
Refund Acknowledgement form
Must be signed to reinstate a policy?
What else must a responsible agent obtain?
Statement of No Loss
Pictures of the Vehicle
The ability to give others access to drive your vehicle?
Standard Policy
How does Comprehensive and Collision pay out?
ACV
Who must you contact first if there is a shortage in the EOD report?
Manager
A customer wants to cancel a policy he purchased a week ago, but did not become effective until today. What can you do?
Flat Cancellation
Which vehicle models must sign the Non Business use form?
F-250 or higher & Dodge Ram 2500 or higher
What is the most the insurance company will payout per accident, using the minimum limit of Liability?
$85,000
What is the rule that determines which limit for UMBI/UMPD you can choose?
UMBI/UMPD must be equal or less than the limit of Liability chosen by the insured.
The process of having money become drafted from La Familia's bank account
Sweep Request
What can you do when you accidentally process 2 of the same payments for a customer.
Call the company and do a Sweep Correction.
Must be signed and sent to the insurance company if the MI has a limited policy.
Limitation Disclosure Form