Madison April 20, 2015 Phase 1 & Contingent Assessment

31 Questions | By BillingQT | Last updated: Apr 7, 2015 | Total Attempts: 34

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Assessment to be completed following Contingent/Phase 1 classroom training.

Questions and Answers

1.

Money held in not allocated..
- A.
  
  Is already subtracted from the adjusted minimum due.
- B.
  
  Is already subtracted from the amounts on the cancel letter.
- C.
  
  Is the amount owed for fees.
2.

View Account Amounts Due does shows you the..
- A.
  
  Monthly premium breakdown for all policies on the account.
- B.
  
  Policy out of force date.
- C.
  
  Adjusted minimum due.
3.

Minnesota property non pay cancel letters..
- A.
  
  Give 15 days notice
- B.
  
  Request 3 months of premium.
- C.
  
  Need to be paid by credit card.
4.

Arizona boat cancel letters..
- A.
  
  Are effective the date they are mailed, which includes the 7 day grace period.
- B.
  
  Ask for three months premium.
- C.
  
  Do not include an amount due.
5.

Policy number 12BG-3337-01-38-PH04 is what type of policy?
- A.
  
  Boat
- B.
  
  Renters
- C.
  
  Condo
6.

Policy number 02XB-3829-01 is what type of policy?
- A.
  
  Umbrella
- B.
  
  Life
- C.
  
  Commercial Farm Ranch
7.

Which of the following is a true statement?
- A.
  
  I can accept a payment for a modal premium on an Advance account.
- B.
  
  I need to connect the caller to someone trained in Advance if the caller wants to make a payment.
- C.
  
  Payments for Advance accounts can be done by automatic deduction only.
8.

When should the confirm caller be done?
- A.
  
  After the call ends, you should select 'confirm caller' .
- B.
  
  You should select 'confirm caller' directly after verifying the caller's information.
- C.
  
  You should select 'confirm caller' when wrap up code box is displayed.
9.

Which of these items is never found in Apex?
- A.
  
  Term premium
- B.
  
  Coverage Summary letters
- C.
  
  Debit/credit card information
10.

Name the option used to access mainframe for a property policy.
- A.
  
  Option 74
- B.
  
  Option 12
- C.
  
  Option 44
11.

Name the option used to access mainframe for an auto policy.
- A.
  
  Option 32
- B.
  
  Option 74
- C.
  
  Option 02
12.

Handling fees can be removed..
- A.
  
  If requested and no fees have been removed in the last 12 months.
- B.
  
  Anytime you see one.
- C.
  
  If requested and no fees have been removed in the last 6 months.
13.

You can collect money to reissue..
- A.
  
  A business policy cancelled 25 days ago for non-payment.
- B.
  
  A boat policy cancelled 91 days ago for non-payment.
- C.
  
  An auto policy cancelled 30 days ago for non-payment.
14.

Which of the following statements is true regarding accepting money for policies cancelled for insufficient funds (NSF)?
- A.
  
  The U356 letter amount includes the $25.00 RBI fee.
- B.
  
  The U356 letter offers the option to reinstate/reissue.
- C.
  
  The U356-2 letter is only sent in the state of Georgia.
15.

During business hours, requests to reissue policies in which states should be referred to the agent or PS&S?
- A.
  
  Arizona, Nevada, Utah, Washington & Georgia
- B.
  
  Idaho, Nevada, Utah, Washington & Georgia
- C.
  
  Idaho, Nevada, Utah, Washington & Minnesota
16.

Identity Manager is used to..
- A.
  
  Unlock a locked account.
- B.
  
  Unregister an account from online billing.
- C.
  
  Look up a new agent for a customer.
17.

Which of these online billing activities can you complete for a customer?
- A.
  
  Register an account
- B.
  
  Unregister an account
- C.
  
  Set up a payment method
18.

Apex documentation should include..
- A.
  
  Contact's name, billing account number & explanation of call including any action taken
- B.
  
  The billing account number, the reason an action was taken and debit/credit card information.
- C.
  
  The fact that you provided the insured with proof of insurance, the billing account number and the caller's name.
19.

Which of the following is a false statement?
- A.
  
  I can provide proof of insurance for a personal or commercial farm ranch policy.
- B.
  
  When sending proof of insurance via email, the email disclaimer must be read.
- C.
  
  A coverage summary letter will include proof of insurance cards.
20.

Life regular payments can be accepted by ..
- A.
  
  Checking or savings.
- B.
  
  The agent only.
- C.
  
  Debit/credit card.
21.

Which of these people can make a payment to reissue a policy?
- A.
  
  Named Insured
- B.
  
  Accountholder
- C.
  
  Operator
22.

I can assist a customer to 'Find an Agent' in their area on amfam.com using all items except..
- A.
  
  Customer address
- B.
  
  Policy number
- C.
  
  Zip code
23.

If the full balance is paid on an active billing account, which billing center screen would provide the expiration date the policy is paid to?
- A.
  
  View Account Amounts Due
- B.
  
  View Billing History
- C.
  
  View Billing Summary
24.

If someone who is not listed on the account calls in to make a payment, which of these items are you allowed to provide?
- A.
  
  Minimum due
- B.
  
  Account status
- C.
  
  Amount due for next statement
- D.
  
  Option 4
25.

When verifying the identity of a customer, they must provide their name, full address and..
- A.
  
  Telephone number
- B.
  
  Date of birth
- C.
  
  Last 4 digits of their social security number