Sagitta
ImageRight
New Business Workflow
Binding Workflow
Helix
100
Format to create or search a Sagitta code.
What is first 5 letters of the last name, first 3 letters of the first name
100
This button will bring up your Task list
What is the Fetch button
100
This is the first thing we create for a prospect.
What is a Sagitta file
100
__________ is filed under Marketing, New Business, Bind Request.
Email request to company requesting to bind coverage.
100
Show Customization Dialog is for this.
What is for making Book Marks.
200
________ is incorrect.
What is the Business phone number listed in the FAX field.
200
How to close all files except the active file.
What is the Red Present on the end.
200
Items we obtain so we can begin quoting.
What is the Property card, Check list, Prior Policy documents
200
True or False: We can issue an excess lines policy with the signed paperwork only.
False. We need to also obtain a payment.
200
________ Report is ordered 60 Days out.
What is the Expiration List.
300
_____ is listed incorrectly.
What is the Servicer Information. Should be listed as follows:
1. PLN
2. AAM
3. Claim Rep
300
True or False:
The Pop-up Tree is used to Stack File documents.
What is False. We need to use the real tree to tell the system where to go by clicking on the Document we need the information to be attached to.
300
The file used in ImageRight to file our documentations.
What is the Marketing file - New business.
300
True or False: We do not need to file the confirmation coverage has been bound email.
False. We need to have the email filed in IR under Policy Level - Bind
300
This report is ordered to help with your quarterly logs.
What is Downloaded and billed. Then use bookmarks.
400
The Invoice link to View the invoice billing information
What is the "Policy Invoice" link on the side column
400
Payment confirmation is filed here.
What is Policy Level folder - Accounting - PMT - Payment
400
Used to present a quote to the insured.
What is the Wrap.
400
When creating a Line in Sagitta we use ________ for download.
What is Binder.
400
Orphans list shows this.
Expired policies.
500
This icon is for seeing:
What is the Policy Summary page.
500
A confirmation coverage has been bound is filed here.
Where is Policy Level Folder - BINDER - Binder
500
The 2 tabs in Sagitta we need to complete.
What is the Client Details tab and the Contacts tab.
500
Free space
Free Space
500
Click ________ to work off an Excel sheet rather than in Helix.
What is "Export to" button.