WorksheetsPrivacy in Sydney Insurance
Total questions: 12
Worksheet time: 5mins
What details/information do we accept during the Identification check?
Policy number
Make and model of a car
Rego
Full name
Address
Rego
Policy type
Full name
Address
DOL
Rego
Mobile
How many ID points do we require to complete a privacy check for a TP or customer?
2
5
7
3
What are 3 types of information that can be shared on a call?
Name
DOL
Rego
Address
DOL
Incident Location
Insurance Details
Phone Number
Bank Details
Liability Outcome
Name
A representative for the customer can discuss the claim even if the customer has not provided verbal authorisation.
True
False
Why is privacy important?
It's the law
There are consequences
We protect consumer information
There are consequences
It's not nice
Customer asks us not to
It isn't important
Because our manager says it's important
If you are unable to complete a privacy check, you are still allowed to give out information related to the claim.
True
False
What 3 types of information cannot be shared in a call?
Incident Location
DOL
Rego
Bank Details
Phone Number
Address
Sensitive Information
Full name
Liability Outcome
Insurance Details
Incident Descriptions
Select 3 examples of personal information
Family members in household
Age
Company
Rego
Phone Number
Time
Government related Identifiers
Address
Bank Details
Blood Type
Fingerprint
What is the call recording disclaimer?
All calls are recorded no matter what for privacy and record keeping
The calls are never recorded
The call is only recorded sometimes for training purposes
The call may be recorded for the purpose of quality assurance and training
A caller has given the phone to their authorised representative. We need to provide them with a call recording disclaimer
True
True
What is privacy?
Only keep details that you think should be kept secret from the public eye
Our customer's rights to have their personal details kept from the public.
Not consider customer's right and share any information with anyone
Ask customers to confirm what info the consultants can share or not share
What consequences can Sydney Insurance face if customer privacy is breached?
There are no consequences if the government doesn't find out
Loss in public trust
Lose customers
Lower costs of insurance product
Financial penalties
Loss in reputation
Compensation payments
Compensation payments
Consultant can go to jail
