Blackbelt
Forms and Docs
Billing
Tricky states
Miscellaneous
100

What does it mean to Cancel a policy with convenience?

Cancel with convenience

100

Where, when and how do you use an RTA form?

Registration and Title Application Form

100

Do I pay any fees to my state for having a vehicle?

Charges and fees

100

NY.- How do you explain spousal supplemental coverage to a customer?

Supplemental Spousal Liability

100

Which GL do you use to consult benefit features of the mobile app?

Treatments /OLS

200

This service detects major accidents in real time and contacts customers to offer emergency services or tow assistance. How is it called and how do you find it?

GL Treatments - OLS

200

Tool used to check status of documents received by Processing dept

POWR

200

5 yr PGR customer calls to see if we can delete a late fee on his last bill because he had a hardship losing his job

Remove fee

200

NC what are the forms FS1 and FS4 and when are they used?

State Reporting: Insurance Verification (FS1)

200

Do I have benefits as a PGR customer if I want to rent a car?

Yes. Perkshare discounts from PGR

300

Customer called because her policy increased. Policy activity shows increase due to YDD. What do you do?

Youthful driver discovered

300

What is a free form memo request and when do you use it?

Free Form Memos

300

You’re making a card payment, but the customer’s name has 27 characters. What do you do?

Card payment

300

Which states do not participate in the Loyalty Rewards?

"nnnnn

300

Which PGR partner offers Jewelry insurance?

Lavalier "PGR advantage products"

400

How do you change the policy inception date if customer paid quote and is calling because policy will start 2 weeks from now and she needs coverage today? (Direct policy)

Policy Effective / Expiration dates

400

2 reasons to rush a request when using online forms

Rush request

400

Customer policy is pending cancel for nonpayment, but he can only pay half. What can you do?

Partial payment

400

NY.- What is the FS6 form and how do you use it?

Delete or Replace vehicle

400

You check this GL to review minimum coverage in a state

Spotlights

500

Can you send a document by fax if customer is in a different country?

PCV tool + International faxes/Phone number

500

A 3 year PGR Customer needs a Dec Page from his policy of 1.5 years ago. How do you send it?

Customer requests email response

500

NI is calling to pay using his son's card. What can you do?

Card payment

500

Ni is renewing her car registration in NJ and needs the company code, how can you find it?

xxxxxxx

500

NI calls to ask will I get a discount if I purchase a motorcycle policy?

Yes, bundle special lines