Summary Refresher 2
Quiz
•
Professional Development
•
Professional Development
•
Easy
Stephanie Batyi
Used 2+ times
FREE Resource
Enhance your content in a minute
25 questions
Show all answers
1.
MULTIPLE CHOICE QUESTION
15 mins • 1 pt
When a phone call comes in, you should go right to Nitro to handle their call.
True
False
Answer explanation
All calls begin with CRM! then you can pop to nitro from within CRM
2.
OPEN ENDED QUESTION
15 mins • Ungraded
What are the 2 main purposes of Tenfold? (what does it allow us to do?)
Evaluate responses using AI:
OFF
Answer explanation
Phone# recognition & Click to Dial
3.
MULTIPLE CHOICE QUESTION
15 mins • 1 pt
You should send a Reach request for photos from the customer's contact view in CRM.
True
False
Answer explanation
this must be done via the quote or policy view only
4.
OPEN ENDED QUESTION
15 mins • Ungraded
What does the 'rollover' refer to?
Evaluate responses using AI:
OFF
Answer explanation
ACI & Condon rolling over underwriting carriers
5.
MULTIPLE CHOICE QUESTION
15 mins • 1 pt
You can send a Reach request using your business card template for any kind of simple photo request.
True
False
Answer explanation
any type of simple photo request - photo of car/bill of sale/title/pap dec/suspension letter etc.
6.
OPEN ENDED QUESTION
15 mins • Ungraded
Please indicate below what you can review to see payment history such as when a customer paid/how they paid/the amount they paid.
Evaluate responses using AI:
OFF
Answer explanation
Accounting Quickview under Reports in Nitro
7.
OPEN ENDED QUESTION
15 mins • Ungraded
Please specify below the instances when you would need to put notes directly into Nitro as opposed to CRM.
Evaluate responses using AI:
OFF
Answer explanation
Cancel/Reject Changes/On Hold/Approve
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