Knowledge Check 3 NC

Customer is calling because he change her/his phone number and would like to update it. What Tab would you use?

• Billing Tab

• Edit Tab

• Status Tab

• Letters Tab

The customer called to request a copy of the contract by email and review coverage questions. Which Tab would you use to enter Notes?

• Notes Tab

• Billing Tab

• Existing Claims Tab

• Status Tab

The customer is calling to get updates on her/his claim as the technician hasn't show up yet to the appointment. Which tab would you use to view the last claim placed on a policy?

• Orders Tab

• Letters Tab

• Claims Tab

• Update Billing

Customer is complaining about having a free SCF and he/she is been charge for the New Claim submitted. Which tab would you use to verify the last SCF given?

• Notes Tab

• Orders Tab

• Letters Tab

• Status (Changes) Tab

What are 3 main reasons you would use the Orders Tab?