Logging In & Security
What information do you need to log in to PolicyCenter?
Username and password.
Name one way to search for a policy in PolicyCenter.
By policy number.
Where do you go to add a new vehicle to a policy?
The ‘Vehicles/TPI’ section of the policy.
Where do you add a second named insured?
In the ‘Policy Info’ section of the policy.
How do you start a policy change? Give all steps.
By clicking on the 'ACTIONS' tab and then under NEW POLICY TRANSACTION, 'Change Policy'. Input the effective date of the change, the source, and then click on "Start PolicyChange".
What should you do if you forget your password?
Use the password reset option.
Where is the search bar located in PolicyCenter?
At the top of the dashboard.
What basic information is needed to add a vehicle?
VIN, make, model, and year.
What information is needed for a second named insured?
Full name, date of birth, address, and relationship to primary insured.
What should you do if a discount is missing?
Review eligibility and submit documentation if needed. If customer is eligible for the discount, add it back onto the policy.
True or False: You should share your login credentials with coworkers.
False.
True or False: You can search for policies using the insured’s name.
True.
True or False: You can add more than one vehicle at a time.
True.
Multiple Choice: Why might you add a second named insured?
A) Spouse
B) Business partner
C) Parent
D) All of the above
D) All of the above
True or False: All discounts are applied automatically.
False.
What is Multi-Factor Authentication (MFA) used for?
To add extra security to your login.
What should you do if you can’t find a policy?
Double-check your search criteria or try another method.
Should you verify the VIN and what should you do if you enter the wrong VIN?
Yes. Correct it before saving or submitting.
What is the impact of adding a second named insured on policy coverage?
It may affect premium and coverage eligibility.
How do you handle a request to change the effective date?
Any effective date change should be processed as a rewrite.
Who do you contact if you can’t access PolicyCenter?
IT support.
Can you search for a policy using a vehicle’s VIN?
Yes.
Who should you contact if you’re unsure about adding a vehicle?
Your supervisor or support team.
When adding a second named insured to an auto policy in PolicyCenter, the system uses a multiplicative rating factor. How can this affect the overall premium, and why might the company use this approach?
Adding a second named insured can increase the overall premium because the multiplicative rating factor adjusts the risk profile of the policy. The company uses this approach to account for the additional risk or coverage associated with having more than one insured person, ensuring the premium accurately reflects the combined risk.
A customer wants to remove an operator from their auto policy because that person no longer lives in the household. What should you do in PolicyCenter to process this change, and what should you communicate to the customer?
To remove an operator:
You should inform the customer that removing a driver may affect their premium and coverage. It’s also important to confirm that the driver is no longer living in the household or using the insured vehicles.