i2go initial assessment

Quotations

Quotations and Incomplete Orders are the same thing

• True

• False

• I don't know

Quotations

In what "status" does the order need to be for a user to be able to purchase a quotation?

• Incomplete

• Obsolete

• Paid

• Quoted

• I don't know

Quotations

How do you change the status of the Quotation?

• Incomplete Order 360 > Adjust Order

• Incomplete Order 360 > Edit Order

• Via tiger-site-admin

• I don't know

Quotations

If the back office user calls a client but unable to reach them, how do you update that finding in the Incomplete Order 360 page?

• Incomplete Order > Edit Order > Classification

• Incomplete Order > Edit Order > Customer Feedback

• Incomplete Order > Edit Order > Client Response

• Incomplete Order > Edit Order > Status

• I don't know

Policy | New Business

When a new policy is created in the system, the Policy Status is (a)   & Transaction type is New Business

Policy | New Business

How can a user view the pricing details of a Policy?

• Policy 360 > Transaction details

• Policy 360 > Payment log

• Policy 360 > Notes

• I don't know

Policy | New Business

How do I view the Policy PDFs attached to a policy via Policy 360? Tip: There's 2 ways!

• Notes

• Emails attachment

• General details tab

• Attachment tab

• I don't know

Policy | MTA

What does MTA stand for?

• Medium Term Addition

• Mid Term Alternate

• Mid Term Adjustment

• Mid Time Adjustment

• I don't know

Policy | MTA

After you carry out an MTA, the Policy Status is Insured & Transaction type is (a)  

Policy | MTA

What is an example of MTA?

• When customer calls in to make an enquiry

• When customer wants to cancel a policy

• When customer wants to add/remove a certain coverage

• When customer wants to retrieve his documents

• I don't know