Complete Billing Quiz

5 Questions

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Complete Billing Quiz

Billing quiz to test on all topics covered in training. Please reference the Specialty Auto Procedures Database on wiki as well as your resources on Lotus Notes for assistance with the quiz.


Questions and Answers
  • 1. 
     If a customer calls in to cancel their EFT, you would:
    • A. 

      Transfer the call to The Cash Team.

    • B. 

      Verify the insureds identity and contact the Help Desk to have them stop the EFT.

    • C. 

      Tell them they cannot stop their EFT until the renewal.

    • D. 

      Have the insured sign an EFT Authorization form and fax it to the customer service fax number.

  • 2. 
    In states other than Arizona, the insured must choose a sweep date:
    • A. 

      Between 17 and 31 days from the effective date of the policy.

    • B. 

      Anytime during the first 30 days.

    • C. 

      Between 17 and 25 days from the effective date of the policy.

    • D. 

      None of the above.

  • 3. 
    If a premium-increasing endorsement is processed within 10 days of the due date of installment number 2 on an EFT policy:
    • A. 

      All bills on the policy will be affected.

    • B. 

      The insured will get an unpaid balance bill at the end of the policy term.

    • C. 

      The total increase amount will be added to the next bill due.

    • D. 

      The next bill due will not be affected, but the increase will affect the remaining bills equally.

  • 4. 
    If an agent calls in and has realized that on February 8th they uploaded money onto policy number 8189791 using the credit card information of policyholder 5793232 in error and the payment should have been uploaded to policy 5793232, you would:
    • A. 

      Place the agent on hold and ask a lead, supervisor or trainer to cancel the payment in Payment Control.

    • B. 

      Submit an adjustment form requesting the money to be taken off of policy 8189791 and applied to 5793232, then comment both policies.

    • C. 

      Advise the agent to upload an NSF on policy 8189791 and upload a replacement payment on 5793232.

    • D. 

      None of the above.

  • 5. 
    If an insured would like to make a payment on their EFT policy:
    • A. 

      They can pay with a checking or savings account, credit or debit card over the phone.

    • B. 

      They can mail a check or money order.

    • C. 

      They can have their agent upload a payment.

    • D. 

      All of the above