Room Recap Icebreaker

Within how many days must the first payment be made once an instalment policy is incepted?

If a new customer wants a home policy where do we create the customer’s profile?

When setting up a purple profile for a customer in Orbit, can a customer have a PO box address as their residential address?

• Yes

• No

What does DUA stand for?

What does DFA stand for?

If you forget a process in PC or BC, what is a handy built in tool that we can try using?

What must be ALWAYS do when we finish our interaction with the customer?

If a customer chooses an annual payment plan (non direct debit) can we allow them to pay the premium in 3 days time?

• Yes

• No

What is the maximum side by side quotes that we can have?

• 5

• 2

• 3

• 4

How many payment plans can we now offer?

• 5

• 2

• 3

• 4