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QUALITY CONTROL PROCESS
KICKBACKS
MISC QC
GENERAL QC
100
Prior to Submitting to Quality control you must make sure the policy is ______ in the carrier 
What is BOUND / EFFECTIVE / ACTIVE
100

The report sent out every day to the sales agents with highlighted policies that are overdue is called what?

What is The Kickback Report

100

A carrier required document, or something missing that doesn't effect the premium or the policy itself will be tagged in Salesforce under this section. 

What is Trailing Docs 

100
When a QC analyst is reviewing your policy you have submitted in Salesforce what three things are they looking at?
What is Bind Memo, Carrier website/Carrier docs, and Salesforce 
200

The placeholder in Salesforce for the information discussed with the client not always shown on policy documentation regarding coverages, underwriting information, and additional policy information is the

What is Bind Memo 

200

An agent has this many business days to resubmit a QC kickback 

What is 3 business days

200

If you get a second kickback you have this much time to resubmit and/or notate before the policy will be re-assigned?

What is 1 business day

200
During the preso call, the client decides to lower a bunch of coverages and change the deductibles to save money. When submitting to QC where would you put this information?
What is The Bind Memo 
300
What is the one document that you will attach on every personal lines policy?
What is the Application 
300

When a kickback hasn't been resubmitted to QC within the timeframe and there are no notes the agent loses the commission and the policy is re-assigned to who?

What is the team lead

300

When you get a kickback that is asking for clarification on something you would use this in Salesforce to respond to the QC analyst

What is the Bind Memo Response

300

The signatures outstanding trailing doc will always be checked until this happens. 

What is Docusign in Salesforce has been completed

400

To find information about Evertree internal carrier rules, carrier underwriting information, QC information, and other resources you would look here. 

What is The Cheese Board
400

If you are working on a kickback and its been longer than the allotted time to resubmit what is one thing you can do to keep the commission?

What is make notes on your kickback task 
400
Regarding Kickback Best Practices - when responding to a kickback with multiple errors you should do what in your bind memo response?

What is copy and paste the kickback notes

400

This must exist in Salesforce for all policies that have been quoted and or issued in the carrier system 

What is Salesforce account/opp/policy shell
500

Besides the application what are two attachments required by quality control to be in Salesforce on all property policies?

What is an RCE and a FZD

500

All Agents have a goal of keeping their kickback percentage under what amount

What Is 30%
500

If you have a kickback that is way overdue and you have been waiting on someone else in order to complete the Kickback in your kickback task you should have what?

What is - notes with dates showing you are working on it

500

Once a policy is bound in the carrier system the agent has how many business days to get the policy into Salesforce and submitted to QC 

What is 2 business days