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100

What is the minimum personal property limit we can use on a tenant quote? 

20,000.

The system defaults to 15,000 and will need to be changed. 

We can't offer brand new belongings below 20,000.

100

How much coverage is provided to personal property in storage off premise?

10% of the Personal Property limit or $1000, whichever is greater

100

What is the minimum expectation for AWDs worked in 60 minutes?

7

100

What is Smart home?

What states are currently participating?

multifunctional sensors that delivers meaningful notifications directly to your smartphone. Notion alerts when people (or pets) are coming and going, the moment a sink leaks or smoke alarms are sounding. Notion provides peace of mind and the difference between costly damages.

Alabama, Arizona, California, Connecticut, District of Columbia, Illinois, Iowa, Mississippi, Ohio, Texas, Vermont, Virginia, and Washington  

100

You should validate policy changes for how many months prior to your call?

3 months

200

Which option should you choose for the Smartride discount program? Vehicle device or Mobile App?

You will choose mobile app. We no longer use the vehicle device for Smartride.  The mobile app gives the discount at the driver level instead of the vehicle level.

200

How much customization is included on a policy?

What would it cover?

custom grilles, louvers, side pipes, hood scoops, or spoilers; custom wheels, tires, or spinners; custom chrome, murals, paint work, decals,

200

If you receive an AWD that has no action needed, would you need to leave a note in fusion?

Yes,

Even though you did not do anything on the policy we should note that you received an activity and that you determined no action is needed. 

You should ALWAYS notate a policy

200

Someone calls in stating they are a police officer and need account information. What can you release?

Must be treated as a unlisted caller. 

300

I need a dwelling Fire quote in California.  Which system would I use to quote?

Agent Center 

KN20862 - System Chart

300

I have a new 2020 Honda Accord and an older 1999 Dodge Neon. I would like 100/300 on my 2020 Honda accord and 30/60 on my dodge neon.  

Can I Do this?

You cant!

BI coverage must match across all vehicles

:)

300

The policy is cancelled and not eligible for reinstatement.

If that is the case, Get supervisor approval and notate Fusion on what you did, why, and how approved

Submitting 2WC to apply credit

  1. Create (drop down) > CSR 2WC
  2. Policy number: Enter old policy number
  3. Product Selection: Money
  4. Work Type: MOVEMONEY
  5. Effective date: Current day MM/DD/YYYY
    • Add day
  6. Amount to be moved: Enter Refund Amount, if unknown enter 0
  7. From policy #: Old Policy
  8. To policy #: New IRT Policy
  9. Reason: State transfer IRT
  10. Comments: “Apply credit to policy level. IRT Kaizen:  Please direct any questions regarding request or assign ticket directly back to [NWIEID].”
  11. Next
  12. Document: "Cancelled previous policy, sent 2WC to move money and apply at the policy level."
  13. Check Send email confirmation
    • Enter email
300

In what circumstance would it be ok to exclude a spouse from auto coverages in Iowa?

Never been licensed

Medical Reasons

300

Which CMA Lead will you need to validate spelling and what spelling needs validated?

New Member Follow Up/Internet Bound

  • First and Last Name  - For ALL Named Insureds
  • Address
  • Email Address
400

My auto quote just became ineligible. What are my options in CA,NJ,NY,OK, and FL?  What are my options in all other states?

1. Progressive

2.National General Warm transfer

400

What is Easy Pay Discount? When is it eligible?

it is a 1 time 30 reduction in premium when the NI signs up for both REFT and Paperless 

400

How do you inform Underwriting that we have acquired the information/documents needed?

PolicyCenter>New Activity>Request to Underwriting>Follow-up to Underwriting request

400

What are the underlying limits needed in order to quote an umbrella policy?


250/500/100

400

How can you tell if the NI has registered their smartride mobile app?

on the usage based screen in policy center. It will state registered or not registered.

500

What does the following statements mean:

Ask the following:

  • Any other Nationwide household vehicles?
  • Company Car?

1 Are their other policies in the Household. Does a roommate also have a NW policy?  This will add multi-car/Multi-driver discounts.

2. Company car is not the vehicle on the quote. It means do they possibly drive a company car home from work, which would mean she drives her own car less.

500

Valuables Plus: 

When would we require an appraisal?

What are the benefits of scheduling Vs Not Scheduling 

Value over $10,000 KN26679

No Deductible, coverage is open perils

adds mysterious disappearance 

KN22045

500

Post inspection it was discovered that the property is under-insured. How can you break down the changes that caused the increase

Open MSB from Fusion Quicklinks

search the policy number

Check box the original and the new 

compare.

500

Where do you find the correct Property qualification questions? 

When do you ask them?

In PolicyCenter

At the beginning of the bind

500

How would you assist a member to set up their online account?

COAST