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WorksheetsRC2 QUIZ
Total questions: 11
Worksheet time: 4mins
1. If there's only UMPD on the customer's current policy/backend but there's no UMBI and you cannot add UMPD only on the carrier portal:
add the highest limit UMBI to the backend, delete RC2 and create it again.
add the lowest limit of matching UMBI to the backend, delete RC2 and create it again.
reject quote.
Correct LexisNexis Node ID in Safeco is:
JD9750000
JD9570000
JD5970000
In National General If a vehicle is leased Name on Registration should be:
other
name selected from the list
name of the financing company
In National General if there are two separate coverages for towing/roadside assistance and the customer needs it:
add both
add only roadside assistance
add only towing
If you are not preparing a bundle Nationwide Property Product should be set as :
Condo, Homeowner or Tenants, depending on a customer's residence type.
Non-NW Homeowners, Non-NW Condo, Non-NW Tenants depending on the residence provided.
Non-NW Tenants.
In Nationwide choose Easy Pay Sign Up for:
monthly EFT and CC payments
monthly EFT payments
monthly EFT and Pay in Full EFT
In Progressive if the status of Auto Insurance History is No Hit :
come back to the Additional Details tab and answer no to the first question about prior insurance.
check the prior insurance reports in Travelers or National General and set the information in the Additional Details tab accordingly to the reports.
provide random information for prior insurance, change the Date of Birth of a driver to a fake one, order reports, then change the Date of Birth to the correct one, and order reports again.
Travelers, If the vehicle has Anti-Theft, choose an option from:
Active Disabling, Category 2, Pass Disabling - Cat 3.
Passive Disabling, Category 3, Pass Disabling - Cat 3.
Passive Disabling, Category 2, Pass Disabling - Cat 2.
If you have to select a coverage that's not on the customer's the policy/backend :
choose the Highest limit (except for Collision and Comprehensive Deductibles)
choose the lowest limit (including Collision and Comprehensive Deductibles)
choose the lowest limit (except for Collision and Comprehensive Deductibles)
In clearcover if a customer has no insurance:
only a Credit Card payment form is available.
only an EFT payment form is available.
reject quote.
In clearcover, if you are asked about SSN (social security number) of a driver:
check if the information is given on the backend, if not, enter 123456789.
check if the information is given on the backend , if not, reject it.
check if the information is given on the backend, if not write customer's phone number.
