St. Joe Dec 8, 2014 Bcc Contingent Assessment

20 Questions

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Assessment Quizzes & Trivia

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.