Font size
WorksheetsSeason 1 quiz
Total questions: 40
Worksheet time: 21mins
In what "status" does the order need to be for a user to be able to purchase a quotation?
quoted
incomplete
referral
Paid
How can a user view the pricing details of a Policy?
Policy 360 > Notes
Policy 360 > Payment log
Policy 360 > Transaction details
Policy 360 > Item details
You can send AND receive emails in the i2go back office
False
True
I don't know
What does BP stands for?
Business Person
Business Partner
Business Property
Business People
Can you access a Customer's policy via BP 360?
No
Yes
I don't know
What is the 3-level structure in the Organisation Tree? (top to bottom)
Organisation, Company, Group
Organisation, Group, Company
Company, Group, Person
Organisation, Group, Person
What are examples of Roles of a BP?
Insurance, Reseller, Service Provider
Management unit, Sales unit, Service Unit
Administrator, Sales Person, Service Consultant
All of the above
If I create a Customer (BP), it reflects in the Organisation Tree.
True
False
I don't know
What is a Bordereau?
A report that details all the activities (no. of policies sold, the products sold, the price, to whom it is sold)
A report that is prepared on a monthly/quarterly basis
A report prepared by an Insurance company for its Reinsurer
All of the above
What does GDPR stand for?
General Daily Protection Regulation
General Data Protection Regulation
General Data Privacy Regulation
General Data Presentation Regulation
What is the main benefit of the
Business Rule Engine?
Have code deployment for the business rules
Allow self-configuration of business logics
To add condition(s) & actions to a business rule
Allow changing of business rules on the fly
Among the 3 key words from our vision, which is the key word that best represents the business rule engine functionality?
Self-configurable
API driven
Intuitive
A policy holder wants to add a new insurance coverage to his existing policy. He calls the insurance company and what will they perform for him in i2go?
Adjust Order
Adjust Order (MTA)
Edit Order
All of the above
Which of the following you are NOT able to do with a quotation in i2go?
Adjust order a quotation
Edit a quotation
Create an activity
Create a claim
Are you able to do a MTA once the policy is cancelled?
Yes
No
I don't know
When do we send an email to the holder?
When a new business policy is created
When the MTA process is done
When the cancellation process is done
All of the above
What is Lead Management?
The process of acquiring and managing prospects until the point they make a purchase
The process of providing an after-sales service to customer after purchase
The process to help business to reach out to more new customers
The process of managing and improving the products or services sold
What are the basic details needed by i2go to generate a lead?
Address
Name
Payment Details
Which is NOT the types of lead in i2go?
Referrals
Drop Offs
Renewals
MTA
Which is NOT a lead classification.
Cold
Urgent
Warm
Hot
Shawn has one policy and one incomplete order. He is a ...
Prospect
Business Partner
Which of the following roles cannot be assigned to a person?
Sales Person
Reseller
Company Admin
Administrator
Can you delete a salesperson from the back office?
Yes, you can delete the user from the BP 360
No, you can deactivate the user from BP 360
I don't know
What information is available from BP 360?
Emails
Policies
Incomplete Orders
All of the above
You can configure the navigation, action & object permission of a BP from the back office.
Yes
No
Which BP Role have the highest permission among the rest?
Service Consultant
Administrator
Business Analyst
Sales Person
What permission can be configured to allow a BP role to view, adjust, & cancel the Policy?
Navigation Permission
Object Permission
Action Permission
Product Permission
Which status allows a user to log in to the Back Office (BO) or Customer Service Portal (CSP)?
Active
Staff status
Inactive
Superuser Status
Which status allows you to log in to the tiger-site-admin ?
Active
Superuser Status
Staff Status
If payment was not made before the policy expiry date, the policy status will turn to?
Cancelled
Insured ( Not Paid)
Lapsed
Lost
What transactional email service is currently used by Sandbox/ Demo for Email Template Management?
Postmark
Sendgrid
Postman
Stripe
How do I configure a broker's commission within i2go?
Search > BP > Sales Person BP 360 > New Business Commission
Search > BP > Reseller Company BP 360 > New Business Commission
Search > BP > Sales Unit BP 360 > New Business Commission
I don't know
What is the objective of i2go's Commission Inbox module?
Create a Commission Report to determine agent's performance & productivity
Download Commission Report
Track if the commission has been paid or not
All of the above
What is the difference between a quotation and a policy?
A policy is a paid quotation
A quotation is a paid policy
There is no difference between both of them
Information in the Policy schedule can also be found in the policy 360 view?
No
Yes
I don't know
An activity can be created via Policy 360, Incomplete Order 360, BP 360, Prospect 360 and Claims 360
True
False
If a priority of an activity is `Low`, what is the due date? (in days)
1
3
7
I don't know
If a priority of an activity is `High`, what is the due date? (in days)
1
3
7
I don't know
What is one way to change the status of the Quotation?
Incomplete Order 360 > Adjust Order
Incomplete Order 360 > Edit Order
Incomplete Order 360 > Create task
Incomplete Order 360 > Create Email
Which of the following is the vision of Tigerlab?
Creativity
Auto-configuration
API Driven
All of the above
