Agent Home Port Basic Training

10 Questions | Total Attempts: 60

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Questions to test your knowledge of the Agent Home Port training video.


Questions and Answers
  • 1. 
     How long do notifications stay online under My Correspondence?   
    • A. 

      A) 7 Days

    • B. 

      B) 2 weeks

    • C. 

      C) Until resolved

    • D. 

      D) Forever

  • 2. 
     What tab should be considered your starting place for information about your business? 
    • A. 

      A) Leads

    • B. 

      B) My Business

    • C. 

      C) Med Supp Quotes

    • D. 

      D) DNC Check

  • 3. 
       When researching applications under the My Business Detail tab you can 
    • A. 

      A) Search all your business: past and present

    • B. 

      B) Identify policies that are about to or that have lapsed

    • C. 

      C) Export the information into a spreadsheet program

    • D. 

      D) All of the above

  • 4. 
     The PDR note found in My Business Detail screen provides any notes regarding the application from the operations department.   
    • A. 

      True

    • B. 

      False

  • 5. 
     After you enter your weekly activity report under Agent Reporting you must:
    • A. 

      A) Click Submit

    • B. 

      B) Do nothing

    • C. 

      C) Click Submit twice

    • D. 

      D) None of the above

  • 6. 
    Under the Affinity Marketing tab all groups and associations are listed - what information can be found?   
    • A. 

      A) Which carriers are allowed to present

    • B. 

      B) Any discounts available

    • C. 

      C) What the split is for the source form

    • D. 

      D) All of the above

  • 7. 
     Under which tab would you find resources such as phone scripts, objection handlers and various training videos?   
    • A. 

      A) Gallery

    • B. 

      B) My Business

    • C. 

      C) Training

    • D. 

      D) Articles

  • 8. 
     All marketing creative and fulfillment pieces can be found under the Agent Resource tab. 
    • A. 

      True

    • B. 

      False

  • 9. 
     On the Underwriting Prequal Tool what should you enter in the email box?   
    • A. 

      A) Client’s email address

    • B. 

      B) Your DSL’s email address

    • C. 

      C) Diana Hayn’s email address

    • D. 

      D) Your email address

  • 10. 
     If you are surfing thru Agent Home Port and cannot find a particular article, document or tool 
    • A. 

      A) Call your DSL and ask where to find it

    • B. 

      B) Use the search function on Agent Home Port

    • C. 

      C) Don’t bother looking for it

    • D. 

      D) None of the above

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