Season 1 quiz

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

• quoted

• incomplete

• referral

• Paid

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

• Policy 360 > Notes

• Policy 360 > Payment log

• Policy 360 > Transaction details

• Policy 360 > Item details

You can send AND receive emails in the i2go back office

• False

• True

• I don't know

What does BP stands for?

• Business Person

• Business Partner

• Business Property

• Business People

Can you access a Customer's policy via BP 360?

• No

• Yes

• I don't know

What is the 3-level structure in the Organisation Tree? (top to bottom)

• Organisation, Company, Group

• Organisation, Group, Company

• Company, Group, Person

• Organisation, Group, Person

What are examples of Roles of a BP?

• Insurance, Reseller, Service Provider

• Management unit, Sales unit, Service Unit

• Administrator, Sales Person, Service Consultant

• All of the above

If I create a Customer (BP), it reflects in the Organisation Tree.

• True

• False

• I don't know

What is a Bordereau?

• A report that details all the activities (no. of policies sold, the products sold, the price, to whom it is sold)

• A report that is prepared on a monthly/quarterly basis

• A report prepared by an Insurance company for its Reinsurer

• All of the above

What does GDPR stand for?

• General Daily Protection Regulation

• General Data Protection Regulation

• General Data Privacy Regulation

• General Data Presentation Regulation