Groupings

What is the symbol for DO NOT SHARE policies?

• ?

• #

• X

• !

What are the grouping queues?

• PGDQ & PGPQ

• PGDP & PGDA

• PGBQ & PGGR

• PGAD & PGDE

T/F All named insureds on the Fire policy(s) also need to be Auto clients in the Household being evaluated?

• True

• False

Which of the following must match on all active auto and active Fire Policies in order for them to be grouped together?

• All Name insured

• Address

• First name insured and address

• Coverages

If you wanted to move all clients and all policies, what would your move statement be?

• P#C#

• PALLCALL

• PC

• P#P#P#

When removing a deceased driver from the household, would you remove their fire and auto policies too?

• Yes

• No

• Not Sure

• Sometimes

What does GGS stand for?

• Grouping Good Stuff

• Grouping Group Summary

• Grouping Group Screen

• Grouped Groups Summary

Which of the following would trigger a Groupings to present?

• Added or changed driver

• Vehicle Change

• Occupation Change

• Third Party Change

How would you remove a deceased Driver?

• Split them and Split their policies

• Delete them and leave their policies in the household

• Delete them and split their policies

• Delete them and Delete their policies

Who are our trainers?

• Kali

• Jaymee

• Susan

• Sophia