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i2go initial assessment

Total questions: 100

Worksheet time: 53mins

Name
Class
Date
1.

Quotations


Quotations and Incomplete Orders are the same thing

a)

True

b)

False

c)

I don't know

2.

Quotations


In what "status" does the order need to be for a user to be able to purchase a quotation?

a)

Incomplete

b)

Obsolete

c)

Paid

d)

Quoted

e)

I don't know

3.

Quotations


How do you change the status of the Quotation?

a)

Incomplete Order 360 > Adjust Order

b)

Incomplete Order 360 > Edit Order

c)

Via tiger-site-admin

d)

I don't know

4.

Quotations


If the back office user calls a client but unable to reach them, how do you update that finding in the Incomplete Order 360 page?

a)

Incomplete Order > Edit Order > Classification

b)

Incomplete Order > Edit Order > Customer Feedback

c)

Incomplete Order > Edit Order > Client Response

d)

Incomplete Order > Edit Order > Status

e)

I don't know

5.

Policy | New Business


When a new policy is created in the system, the Policy Status is (a)   & Transaction type is New Business

6.

Policy | New Business


How can a user view the pricing details of a Policy?

a)

Policy 360 > Transaction details

b)

Policy 360 > Payment log

c)

Policy 360 > Notes

d)

I don't know

7.

Policy | New Business


How do I view the Policy PDFs attached to a policy via Policy 360? Tip: There's 2 ways!

a)

Notes

b)

Emails attachment

c)

General details tab

d)

Attachment tab

e)

I don't know

8.

Policy | MTA


What does MTA stand for?

a)

Medium Term Addition

b)

Mid Term Alternate

c)

Mid Term Adjustment

d)

Mid Time Adjustment

e)

I don't know

9.

Policy | MTA


After you carry out an MTA, the Policy Status is Insured & Transaction type is (a)  

10.

Policy | MTA


What is an example of MTA?

a)

When customer calls in to make an enquiry

b)

When customer wants to cancel a policy

c)

When customer wants to add/remove a certain coverage

d)

When customer wants to retrieve his documents

e)

I don't know

11.

Policy | MTA


How do we carry out an MTA?

a)

Policy 360 > Edit Policy

b)

Policy 360 > Adjust Policy

c)

Incomplete Order 360 > Edit Order

d)

Incomplete Order 360 > Adjust Order

e)

I don't know

12.

Policy | MTA


What different types of MTA are supported in i2go

a)

Premium bearing

b)

Non-premium bearing

c)

Both

d)

I don't know

13.

Policy | Cancellation


When you cancel a policy, right after cancelling the Policy status is _____ & Transaction Type _____

a)

Lapsed & Insured

b)

Cancelled & Cancelled

c)

Cancelled & Insured (Marked for cancellation)

d)

Insured & Insured (Marked for cancellation)

e)

I don't know

14.

Policy | Cancellation


In sandbox, what does Policy status: Insured (Marked for Cancellation) mean?

a)

Policy is immediately cancelled

b)

Policy remains to be Insured

c)

Policy is insured until the end of the day today

d)

None of the above

e)

I don't know

15.

Policy | Cancellation


What happens after a Policy is cancelled?


A new policy (a)   is created with status Cancelled

16.

Policy | Cancellation


What happens after a Policy is cancelled?


If there's a manual refund, a Refund (a)   is created in the Activity Management module to remind the user to carry out the refund.

17.

Policy | Renewals


In Sandbox, when will a Policy's renewal draft be created?

a)

5 days to expiry

b)

8 days to expiry

c)

10 days to expiry

d)

15 days to expiry

e)

I don't know

18.

Policy | Renewals


How will you be able to access the Renewal Draft?

a)

Policy 360 > Incomplete Order tab

b)

Policy 360 > Reference

c)

Policy 360 > Notes

d)

I don't know

19.

Policy | Renewals


In Sandbox, what email is sent out to the customer when the renewal draft is created?

a)

No email is sent out

b)

Renewal Reminder email

c)

New Business email

d)

Renewal Confirmation email

e)

I don't know

20.

Policy | Renewals


When a policy has already been renewed, the Policy status is Insured & Transaction Type (a)  

21.

Policy | Renewals


If payment was not made before the policy expiry date, the policy status will turn to?

a)

Cancelled

b)

Lapsed

c)

Insured (Not paid)

d)

I don't know

22.

Emails


What transactional email service is currently used by Sandbox/ Demo for Email Template Management?

a)

Sendgrid

b)

Postman

c)

Postmark

d)

Stripe

e)

I don't know

23.

Emails


What is the main advantage of Postmark integration for our clients?

a)

It gives various design options

b)

It gives full control in managing the emails being sent out from i2go

c)

It enables you to to schedule emails sent out from i2go

d)

I don't know

24.

Emails


What i2go model in tiger-site-admin lists out all of the emails triggered by specific events?

a)

Email notification Actions

b)

Mail registers

c)

Email tasks

d)

Emails

e)

I don't know

25.

Emails


Are Policy Activation, Policy Cancellation, Policy Endorsement, Quotations some categories of Email Tasks?

a)

True

b)

False

c)

I don't know

26.

Emails


What is the function of Template Mapping functionality in the tiger-site-admin?

a)

To map the default emails into i2go's back office

b)

To map the Email Tasks to the relevant Email Template in Postmark

c)

To map the Email Templates to the Campaign Management feature

d)

I don't know

27.

Emails


You can send AND receive emails in the back office

a)

True

b)

False

c)

I don't know

28.

Emails


How can emails be sent from the BO?

a)

Policy 360 page, click the plus button, click create email

b)

BP 360 > email icon

c)

Automatically triggered by an event (e.g. policy purchase or cancellation)

d)

All of the above

e)

I don't know

29.

BP


What does BP stand for?

a)

Business Person

b)

Business Prospect

c)

Business Partner

d)

Business Property

e)

I don't know

30.

BP


How do you create a Business Partner (Customer)?

a)

Via create BP

b)

Via Sales Journey

c)

All of the above

d)

I don't know

31.

BP


How do you create a Business Partner (Admin, Sales person, Service Consultant, etc)?

a)

Via Create BP

b)

Via Sales Journey

c)

All of the above

d)

I don't know

32.

BP


Where is the 'Create Business Partner' option in i2go?

a)

Top right in Org. Tree module

b)

Top right in BP module

c)

Top right in Prospect module

d)

A & B

e)

I don't know

33.

BP


Which admin permission has the highest permission?

a)

Company Admin

b)

Organisational Admin

c)

Group Admin

d)

Admin (with no admin permission)

e)

I don't know

34.

BP


Which admin permission has the lowest permission?

a)

Company Admin

b)

Organisational Admin

c)

Group Admin

d)

Admin (with no admin permission)

e)

I don't know

35.

BP


You can access a Customer's policy via BP 360?

a)

True

b)

False

c)

I don't know

36.

BP


One BP can store multiple addresses

a)

True

b)

False

c)

I don't know

37.

Roles | Permission


You can configure the permission of the BP roles in the back office?

a)

True

b)

False

c)

I don't know

38.

Roles | Permission


What permission can be configured to allow a BP Role to view/ adjust/ cancel the Policy?

a)

Navigation Permission

b)

Action Permission

c)

Object Permission

d)

I don't know

39.

Roles | Permission


What permission can be configured to allow a BP to only view Company A's information & not Company B.

a)

Navigation Permission

b)

Action Permission

c)

Object Permission

d)

I don't know

40.

Roles | Permission


What permission can be configured to allow a BP role to not access the Financial report > Commission module?

a)

Navigation Permission

b)

Action Permission

c)

Object Permission

d)

I don't know

41.

Prospect


How is a Prospect created in i2go?

a)

Once you complete the sales journey

b)

When you stop mid-way in the sales journey before Purchase step

c)

When you create a Policy

d)

I don't know

42.

Prospect


What is the relationship between a Prospect & BP?

a)

Prospect is a BP

b)

Prospect is converted into a BP

c)

BP is converted into a Prospect

d)

There is no relation between Prospect & BP

e)

I don't know

43.

Prospect


You can access the Prospect's incomplete order via Prospect 360

a)

True

b)

False

c)

I don't know

44.

Organisation Tree


i2go has a 3-level structure Organisation Tree

a)

True

b)

False

c)

I don't know

45.

Organisation Tree


What is the 3-level structure in the Organisation Tree? (top to bottom)

a)

Organisation, Company, Group

b)

Company, Group, Person

c)

Organisation, Group, Company

d)

Organisation, Group, Person

e)

I don't know

46.

Organisation Tree


What are examples of a Roles of a BP?

a)

Insurance, Reseller, Service Provider

b)

Management unit, Sales unit, Service Unit

c)

Administrator, Sales Person, Service Consultant

d)

All of the above

e)

I don't know

47.

Organisation Tree


It is possible to set multiple roles in the same level / category

a)

True

b)

False

c)

I don't know

48.

Organisation Tree


If I create a Customer (BP), it reflects in the Organisation Tree.

a)

True

b)

False

c)

I don't know

49.

Organisation Tree


If I create a Sales Person (BP), it reflects in the Organisation Tree.

a)

True

b)

False

c)

I don't know

50.

Fin Reports | Bordereau


What is a Bordereau?

a)

A report prepared by an Insurance company for its Reinsurer

b)

A report prepared by a Broker for its Insurer

c)

A report that is prepared on a monthly basis

d)

A report that details all the activities (no. of policies sold, the products sold, the price, to whom it is sold)

e)

All of the above

51.

Fin Reports | Bordereau


The content of the Bordereau is the same across all of our clients.

a)

True

b)

False

c)

I don't know

52.

Fin Reports | Bordereau


When I create a Bordereau in i2go I can specify the length of period covered by the report

a)

True

b)

False

c)

I don't know

53.

Fin Reports | Commission


How do I configure a broker's commission within i2go?

a)

Search > BP > Sales Person BP 360 > New Business Commission

b)

Search > BP > Sales Unit BP 360 > New Business Commission

c)

Search > BP > Reseller Company BP 360 > New Business Commission

d)

I don't know

54.

Fin Reports | Commission


I am able to configure the commission in Flat Rate or Percentage (%)

a)

True

b)

False

c)

I don't know

55.

Fin Reports | Commission


Once the commission is configured for the Reseller company, the Sales Person's new commission will be updated in i2go's Commission module.

a)

True

b)

False

c)

I don't know

56.

Fin Reports | Table Report


I am NOT able to create a Table Report via:

a)

Policy module

b)

Incomplete Order module

c)

BP module

d)

Table Report module

e)

I don't know

57.

Fin Reports | Table Report


I am able to create a Policy Table Report including or excluding policy versioning.

a)

True

b)

False

c)

I don't know

58.

Fin Reports | Table Report


The table reports that have been exported will be listed out in the Table Report module.

a)

True

b)

False

c)

I don't know

59.

Fin Reports | Commission Inbox


What is the objective of i2go's Commission Inbox module?

a)

Create a Commission Report to determine agent's performance & productivity

b)

Download Commission Report

c)

Track if the commission has been paid or not

d)

All of the above

e)

I don't know

60.

Fin Reports | Commission Inbox


I am able to create a Commission Report for a specified company.

a)

True

b)

False

c)

I don't know

61.

Fin Reports | Commission Inbox


I am able to delete a Commission Report & create a new one.

a)

True

b)

False

c)

I don't know

62.

Analytics


i2go is integrated with how many reporting tools?

a)

1

b)

2

c)

3

d)

4

e)

I don't know

63.

Analytics


What are the reporting tools used by i2go?

a)

Redash & zoho analytics

b)

MongoDB & zoho analytics

c)

Redash & mongoDB

d)

MongoDB & octoboard

e)

I don't know

64.

Analytics


What are the kind of reports that can be generated with Redash?

a)

Operational Reports

b)

Detailed Analytical Reports

c)

Operational & Detailed Analytical Reports

d)

None of the above

e)

I don't know

65.

Analytics


What are the kind of reports that can be generated with MongoDB?

a)

Operational Reports

b)

Detailed Analytical Reports

c)

Compliance Reports

d)

Audit Reports

e)

I don't know

66.

Analytics


The Dashboard Analytics in i2go's back office is generated by:

a)

Redash

b)

MongoDB

c)

Both

d)

I don't know

67.

Claims


How do you log a Claim in i2go?

a)

Incomplete order 360 > Create Claim

b)

Policy 360 > Create Claim

c)

BP 360 > Create Claim

d)

Claim module > Create Claim

e)

I don't know

68.

Claims


What is the FNOL (First notice of loss) ?

a)

The first step in the formal claims process lifecycle

b)

The first notification to an insurer after an insured asset's loss, theft, or injury

c)

The first time you noticed the loss

d)

A & B

e)

I don't know

69.

Claims


The Date of Notification & the Incident Date can be different.

a)

True

b)

False

c)

I don't know

70.

GDPR


What does GDPR stand for?

a)

General Daily Protection Regulation

b)

General Data Privacy Regulation

c)

General Data Protection Regulation

d)

General Data Presentation Regulation

e)

I don't know

71.

GDPR


If I go the BP page and edit the Status to "GDPR - To be Anonymized" what happens?

a)

The BP is anonymized straight away

b)

A Cron job runs once a day to pick up BPs with this status and anonymizes them

c)

Nothing, you have to manually edit and anonymise the BP data

d)

I don't know

72.

GDPR


Which technique do we NOT use to anonymise personal data?

a)

Attribute suppression

b)

Character masking

c)

Pseudonymisation

d)

Generalisation

e)

I don't know

73.

Lead management


Lead management was developed as its own module but has since been incorporated into another module, for example in Sandbox, which module is it a part of?

a)

Policy

b)

BP

c)

Quotation (Incomplete Order)

d)

I don't know

74.

Lead Management


What is lead management for?

a)

To manage the status of an active policy

b)

To indicate how likely a customer might be to buying a policy and take action to make a sale

c)

To see what sales manager is in the lead selling the most policies

d)

I don't know

75.

Lead Management


There is a calendar view available to track the upcoming follow up meetings with the client.

a)

True

b)

False

c)

I don't know

76.

Lead Management


Where can you find the Calendar View?

a)

Quotations search page > top right section

b)

Policy search page > Top right section

c)

Business Partner search page > top right section

d)

Prospect search page > top right section

e)

I don't know

77.

Omni Channel Management


What can our Omni-channel management module do?

a)

Generate outbound calls, SMS and emails

b)

Receive inbound calls, SMS and Emails

c)

Both

d)

I don't know

78.

Omni Channel Management


If I send an outbound SMS, where can I find it again?

a)

In the Workinbox

b)

In the Emails > Outbound page

c)

As a note on the Policy 360 page

d)

I don't know

79.

Omni Channel Management


If I receive an Inbound Email where can I find it?

a)

Inbound Email module

b)

BP 360 email tab

c)

Policy 360 email tab

d)

All of the above

e)

I don't know

80.

Omni Channel Management


What is the function of Twilio ?

a)

To make outbound calls & sms from i2go's back office

b)

To receive inbound calls & sms into i2go's back office

c)

All of the above

d)

I don't know

81.

Workinbox


What is the purpose of the Workinbox?

a)

It shows all emails

b)

It shows all activities

c)

It shows all inbound emails

d)

I don't know

82.

Workinbox


What kind of activities are displayed in the Workinbox?

a)

GDPR deletion log, i-records, tasks, customer tickets

b)

Outbound emails, i-records, GDPR deletion request, tasks

c)

I-records, taks, inbound emails, customer tickets

d)

Tasks, i-records, Transaction logs, GDPR deletion log

e)

I don't know

83.

Workinbox


If am on policy 360 and I send an email to the customer, the email will show up in the Workinbox

a)

True

b)

False

c)

I don't know

84.

Workinbox


How do you create an i-record activity?

a)

On Policy 360, go to Client Info and use the icon to make a call or send a text

b)

On BP 360, use the phone or sms icon to send a text or make a call

c)

On BP 360, click the plus button, click Create Activity and set Activity Type to i-record

d)

All of the above

e)

I don't know

85.

Product Configurator


What can you currently configure in the Product Configurator?

a)

Our tigerlab product: which is the back office policy management platform

b)

The B2C sales journey

c)

The client's Insurance Product, Risks and Coverages

d)

I don't know

86.

Product Configurator


Which is true?

a)

Risks are assigned to coverages

b)

Coverages are assigned to risks

c)

I don't know

87.

Product Configurator


What is an example of a Coverage and associated Risks?

a)

Coverage Value of Household, Risks $500.000, $1.000.000, $5.000.000

b)

Coverage: Anti Theft, Risks: Have CCTV camera, Value of Building, Type of Building

c)

I don't know

88.

Product Configurator


What is the next part of the Product Configurator being built right now?

a)

Rating engine integration

b)

Business Rule Modeller integration

c)

B2B2C sales journey generation

d)

I don't know

89.

Document Configurator


How do you get to the Document Configurator in the Back Office?

a)

There is a tab in the Navigation Menu called Document Configurator

b)

You have to go to the Product Configurator

c)

I don't know

90.

Document Configurator


You can upload an existing document or create one from scratch

a)

True

b)

False

c)

I don't know

91.

Document Configurator


What happens if I do not set an Effective date on a document?

a)

It will immediately start being used after saving

b)

It will never be used as it will never be Effective

c)

It will automatically default to become effective tomorrow

d)

I don't know

92.

Recurring Payments


What is a recurring payment?

a)

Any payment that takes place after the policy is bought, for example an MTA payment

b)

A renewal payment

c)

Regular payments (for example monthly) to pay for a policy instead of paying it all upfront

d)

I don't know

93.

Recurring Payments


What is the payment queue?

a)

It's a different way to say Transaction logs

b)

It is the database where you will find all past payment as well as the next upcoming payment with their date and status

c)

It is part of our integration with Stripe, where each payment we send them goes into a queue to be processed

d)

I don't know

94.

Recurring Payments


If a customer using recurring payments makes an MTA which adjust their recurring amount, the scheduler will automatically pick this up?

a)

True

b)

False

c)

I don't know

95.

Subscription Module


Who built the Subscription module?

a)

We did, we own it

b)

It is a feature built by Stripe, integrated into i2go

c)

It is a feature built by Close Brothers, integrated into i2go

d)

I don't know

96.

Subscription Module


What is a Stripe Subscription?

a)

You always need a subscription to Stripe to use any of the Stripe services

b)

A Stripe Subscription allows you to take regular payments from a customer during the policy lifetime

c)

A Stripe Subscription is created every time you make a payment with Stripe

d)

I don't know

97.

Subscription Module


Where can you see what the invoice date is for a customer's next subscription payment on the Policy 360 page?

a)

On the Payment Log tab

b)

It is not reflected on the Policy 360 page

c)

On the Transaction Details tab

d)

I don't know

98.

Engagement Module


What is currently supported?

a)

Sending Bulk SMS messages

b)

Sending campaigns to all New Business BPs available in the Back Office

c)

Sending Bulk Emails to a predefined list of people

d)

I don't know

99.

Engagement Module


Through the Engagement Module I can choose to send a Bulk Email campaign at any date and time in the future

a)

True

b)

False

c)

I don't know

100.

Engagement Module


Which client did we build this feature for?

a)

Insify

b)

UKG

c)

Complectus

d)

I don't know

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