Systems And Product Quiz #3 (6/26/14)

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| By Alison Anderson
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Alison Anderson
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Quizzes Created: 16 | Total Attempts: 2,473
| Attempts: 90 | Questions: 10
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1. What are three ways to go paperless using eAgent?

Explanation

The correct answer is A, B & C Only. This is because scanning documents electronically via eAgent Print Driver, scanning hard copies of old file documents via a scanner, and adding documents such as jpeg, GIF, Word, and Excel are all ways to go paperless using eAgent. Mailing documents via UPS to eAgent in Tampa, FL is not a way to go paperless as it involves physical documents being sent through mail.

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About This Quiz
Systems And Product Quiz #3 (6/26/14) - Quiz

Systems and Product Quiz #3 assesses knowledge on auto insurance packages, policy management features, and use of eAgent software. It evaluates understanding of policy benefits, discount qualifications, and... see moredata management, crucial for insurance professionals. see less

2. True or False:  When quoting two vehicles, you must also indicate two Future Effective Items.

Explanation

When quoting two vehicles, it is not necessary to indicate two Future Effective Items. The number of Future Effective Items required does not depend on the number of vehicles being quoted. Therefore, the statement is false.

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3. All of the following are reports that can be run in eAgent except

Explanation

The correct answer is "Who is on Facebook All Day Report". This report is not available in eAgent, as it is not relevant to the activity and productivity of agents or the tasks and comments related to their work. The other three options, Activity & Productivity Reports, Download Reports, and To Do & Comments Reports, are all reports that can be run in eAgent and provide useful information for tracking and managing agent performance and tasks.

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4. True or False: When running and Easy Quote, you must get permission from the customer to run Consumer Reports.

Explanation

When running an Easy Quote, it is necessary to obtain permission from the customer to run Consumer Reports. This is because Consumer Reports provide important information about the customer's credit history and help determine their eligibility for certain services or products. Without the customer's consent, it would be a violation of their privacy to access this information. Therefore, it is crucial to obtain permission before running Consumer Reports during an Easy Quote.

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5. True or False:  Easy Pay is required to qualify for the eSmart discount.

Explanation

The statement "Easy Pay is required to qualify for the eSmart discount" is false. The eSmart discount does not require Easy Pay to be eligible.

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6. True or False:  When adding a car to a policy, you may add the vehicle without the VIN and collect it from the customer at a later time.

Explanation

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7. What benefits are included in the Your Choice Auto Platinum Package?

Explanation

The benefits included in the Your Choice Auto Platinum Package are Safe Driving Deductible Rewards, Multiple Accident Forgiveness, and Safe Driving Bonus. This means that policyholders who have a good driving record will receive rewards in the form of deductible reductions, they will be forgiven for multiple accidents without their rates increasing, and they will also receive a bonus for safe driving. The package does not include 1 Accident Forgiveness or Guaranteed Renewal.

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8. Besides indicating the materials of which the roof is made of, which other pieces of information is collected in the RCT when quoting a home?

Explanation

The RCT collects information about the year the roof was installed and the type of roof, in addition to indicating the materials of which the roof is made. Therefore, the correct answer is B&C, which means that both the year the roof was installed and the roof type are collected in the RCT when quoting a home.

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9. Where can you run a Book of Business audit?

Explanation

Leads eXpress is the correct answer because it is the platform where you can run a Book of Business audit. The other options, Gateway, Work Status, and Call your FSL, do not provide the functionality to perform a Book of Business audit.

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10. How many custom fields can you put into eAgent?

Explanation

eAgent allows users to put a maximum of 2 custom fields. This means that users can create and customize up to 2 additional fields in eAgent to store specific information that is not already provided by default.

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  • Jul 02, 2024
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  • Jun 26, 2014
    Quiz Created by
    Alison Anderson
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What are three ways to go paperless using eAgent?
True or False:  When quoting two vehicles, you must also indicate...
All of the following are reports that can be run in eAgent except
True or False: When running and Easy Quote, you must get permission...
True or False:  Easy Pay is required to qualify for the eSmart...
True or False:  When adding a car to a policy, you may add the...
What benefits are included in the Your Choice Auto Platinum Package?
Besides indicating the materials of which the roof is made of, which...
Where can you run a Book of Business audit?
How many custom fields can you put into eAgent?
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