Procedure Refresher 07/17/2025
Quiz
•
Other
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Professional Development
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Practice Problem
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Easy
Francisco Velasquez
Used 1+ times
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5 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
For an old address, which option should be selected in DW?
Intended
Previous
Safe Mailing
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
For a recent address, what options should be selected in DW?
Intended, Mailing
Safe Mailing
Physical, Mailing
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
After updating the address in the client's DW, what important step should we not forget?
Add a note in DW
Inform the assistant in charge
Offer COA service
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
How much does a COA cost for a derivative if he or she is under 17 years old?
$100
$50
$150
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What should we do if a client is not ready to pay for a COA service?
Set a task for the f/u team
Set a task for the assistant in charge
Set a task for admin.
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