TGCS Week 4 Pop Quiz

If a customer wishes to cancel their policy, which tool should be used to complete this task?

• MARS

• Spectrum

• Upstart

• Fonolo

When cancelling a customer's policy the system will default to the current date

• True

• False

Assume today is January 1st and a customer calls in to cancel their policy. During the process the customer states they would like to use another date as the cancellation date. What is the process regarding cancellations over the phone?

• MARS will only allow a date up to 7 days prior to or 7 days after the current date to be selected

• We can cancel the customer's policy on any date

• There is no process

• Once it is within the same month we can cancel on any date

If I call in today, January 1st to cancel my policy, when will the cancellation take effect?

• At 12:01 AM on the cancellation date

• The following day

• The policy will flat cancel

• At the end of the month

Looking at the screenshot. What does the amount highlighted in red represent?

• The total amount the customer owes after cancellation

• The total refund owed to the customer after cancellation

• The short Rate penalty

• All fully earned fees

What information should the caller verify when processing policy cancellations?

• Their name, relationship to insured and their driver's license number

• Their address, dob and email

• Their name and relationship to the insured

• The last 4 of their Social, relationship to insured and dob

An unlicensed CSR can complete policy changes in Florida, California, Oklahoma and West Virginia.

• True

• False

On which two types of devices are customer allowed to download The General's App?

• Windows and Android

• Apple (iOS) and Android

• Microsoft phones and Apple (iOS)

What information are we allowed to give customers about their claim?

• The claim number, the adjuster's name and extension

• The claim amount and the check number

• The status of the claim and the adjuster's name

What can contribute to an Increase in Premium at Renewal?

• Liability Limits increase in the state

• Violation Points added

• Changes to the policy prior to Renewal

• Territory changed