WorksheetsUNO by Nivabupa
Total questions: 20
Worksheet time: 12mins
Employee and Advisor both can use same UNO.
True
False
Templates for Wishes can be downloaded from
Search policy
Claims
InstaInsure pro
Spectrum
We can check Advisor Anniversary / Birthday Report from UNO
True
False
We can download from training center
ACH form
Policy wording
Plan ppt of Most plans
Plan comparison with other companies
we can download from UNO via path, Spectrum- Downloads- Products
Product Policy wording
Service form
Proposal form
Agent welcome kit
Agency details are available in which section of application
Agent onBoarding
My sales Planner
Business report under Spectrum
Communcation under Instainsure pro
Business MIS can be downloaded up to __ days in one go
30
31
60
180
Business card can be downloaded/Shared from UNO by
Advisor
Employee
Both Advisor / employee
None
AML training for advisors can be completed online through UNO
False
True
MIDAS is used for
Business leads
Recruitment Leads
Joint field work
Attendance regularization
UNO Application can be access by
Customer
Advisor
Employee
Advisor & Employee
PA Advisor can be recruited through UNO
True
False
Report for E- Mandate is available under section
Instainsure pro
Midas
Spectrum
Home
We can Login Business by using UNO
False
True
Agents can download and share templates through UNO by using path
UNO → Spectrum → Templates
UNO → Midas → Templates
UNO → Profile → Templates
UNO → InstaInsure pro → Templates
Advisor can share product premium to customers on Whats-app through UNO
True
False
Under which section FLS can check their Application Pending Reasons
Logged and Issued Business Report
Proposal policy search
Discrepancy Report
Agent activity Report
Claims can be tracked via UNO
True
False
Agents phone number can be downloaded through below path
UNO- Spectrum - Income corner - Agency details
UNO - Spectrum - Business Report - Agency details
UNO- Spectrum - Downloads - Agency details
UNO - InstaInsure Pro - Agent On boarding- Agency details
Advisor can check his commission in UNO in quarterly frequency only.
True
False
