Team Af Quiz "Access Allstate"

10 Questions | Total Attempts: 40

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Team Af Quiz "Access Allstate"

Questions and Answers
  • 1. 
    On the changing banner in Access Allstate is a segment on "click to chat, fast and friendly"  According to the information found here which of the following is not handled on Click to Chat?
    • A. 

      Assistance completing forms

    • B. 

      RMD (required minimum distributions)/Tax questions

    • C. 

      Address Changes

    • D. 

      New Business Re-issue requests

  • 2. 
    Eclipse rating software can be downloaded from Access Allstate.
    • A. 

      True

    • B. 

      False

  • 3. 
    I can order marketing materials in Access Allstate.
    • A. 

      True

    • B. 

      False

  • 4. 
    Which of the following products are we able to sell through Crump?
    • A. 

      Impaired Risk Life Insurance

    • B. 

      Long term Care

    • C. 

      Disability Insurance

    • D. 

      All of the above

  • 5. 
    In the" Product Info" drop down under "Performance Center" with the Company View in the upper right hand corner of "Allstate Life" you can see that the Current Rate for a Bridge UL is 3.5% and the guaranteed rate is 2%
    • A. 

      True

    • B. 

      False

  • 6. 
    Under which of the tab drop-downs located on the home page in AccessAllstate can you find the Book of Business Download Tool?
    • A. 

      Servicing Accounts

    • B. 

      Forms Library

    • C. 

      Products Info

    • D. 

      Sales Tools

  • 7. 
    You are planning to do a term conversion on a exisiting TrueTerm policy. Where can you find the underwriting class that the policy was issued as while viewing the policy and using the "Service This Customer"?
    • A. 

      View Transactions

    • B. 

      Contract Information Change

    • C. 

      View customer information

    • D. 

      Request billing change

  • 8. 
    You could register for the "AF Positioning Strategies for Staff" webinar on 2/26/2014 thru using AF Education listed in the Common Tasks. True or False
    • A. 

      True

    • B. 

      False

  • 9. 
    You are doing an Annual Review on a policy and you are on the Policy Details page. Where can you find information on surrender charges, market value adjustments and loan balance on the policy?
    • A. 

      You can not

    • B. 

      View Additional Values

    • C. 

      View Customer Information

    • D. 

      Billing Changes

  • 10. 
    The Products No Longer For Sale that are listed while viewing Lincoln Benefit are ?
    • A. 

      Allstate Growth Protector

    • B. 

      IncomeReady

    • C. 

      Allstate RightFit

    • D. 

      Allstate IncomeProtector

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