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WorksheetsInsify
Total questions: 60
Worksheet time: 3600secs
How many products have Insify gone LIVE with? (should be active now)
3
4
5
6
What are the products that have went live in Netherlands?
PNC NL
PNC DE
PNC FR
Disability
Who are the reinsurer(s) for Insify France products?
IptiQ
Munichre
Swissre
Wakam
Who is the reinsurer for Disability product?
IptiU
SwissRe
IptiQ
MunichRe
What reports are different between PNC FR MRE & PNC FR Wakam?
Invoice report
Policy report
Bordereaux
Activities report
What is the policy term?
Daily
Weekly
Monthly
Yearly
What is the payment term?
Daily
Weekly
Monthly
Yearly
How are quotes created in the live system?
Postman
B2B2C Sales Journey
B2C Sales Journey
Which product does NOT have a company as it's policy holder?
PNC NL
PNC DE
PNC FR MRE
Disability
What email integration app do we use?
Sendgrid
Postmark
Adyen
Stripe
Insify branded emails & reseller-specific emails are NOT in the same Postmark server
True
False
The emails that we send out to different customers can have different logos/ headers.
What is the factor that causes this change?
Sales journey
Business Partner
Reseller
Fail Payment
How do we define the Yezzer logo in the email templates?
Reseller postmark server
Yezzer postmark server
Yezzer BP Extra data
Extra mapping factor in the template mapping
What is the payment method used for PNC NL?
Credit Card
SEPA Direct Debit
Bank transfer
Digital wallet
How many business days does it take to receive notification on the success or failure of a payment via SEPA direct debit?
1-3 days
4-14 days
15-18 days
20-30 days
How can we change the banking details of a customer from the quotation or policy 360?
Edit Policy
Update Banking Registration
Update Payment Method
Edit Payment Method
When a payment queue has skip_payment set to true, what does it mean?
Insify does the charging
i2go does the charging
Where is the skip_payment flag defined?
Transaction
Payment queue
Quotation
Policy
What happens when a payment queue is processed when skip_payment = true ?
"Pending" payment transaction is created
"Initiated" payment transaction is created
"Submitted" invoice is created
"Pending" invoice is created
What does it mean if delayed payment setting is enabled?
Payment is processed on the policy creation date
Payment is processed on the policy start date
Payment is processed as soon as the policy is activated
Payment is processed in a delayed manner
What document is sent to the customer upon charging?
(a)
How many different types of invoice templates do we have?
2
3
4
5
When there is a MTA spike, what document do we send out upon charging?
Default invoice
Default credit note
MTA invoice
MTA credit note
If a policy with 3 coverages gets activated, how many schedule gets generated?
1
2
3
4
If a policy with 3 coverages gets charged, how many invoice gets generated?
2
3
4
When are MTAs allowed to be effective?
Past
Present
Future
When a MTA spike/drop happens in the 1st month, when will the additional/delta amount be charged?
Immediately
The day after MTA
Next month's payment
3rd month's payment
Which API call is the rating version & document version defined in for a policy?
Create Business Partner
Update Incomplete Order
Create all coverages
Policy activation
Can a policy with multiple coverages have different rating version / document version?
Yes
No
Depends
If a coverage is amended in the b2b2c via MTA, the rating version & document version of that coverage will be defaulted to?
Latest active version
Same version as it was before
What payment statuses will trigger the customer to fall into the fail payment flow?
Dispute
Failed (Stripe error)
Pending
Failed
What happens when a policy has a dispute?
Dispute - chargeback invoice is created
Dispute - recharge invoice is created
Dispute lost transaction is created
Failed payment activity is created
If there are multiple disputes on the same day (consisting of the 1st month & 2nd month's payment), which fail payment flow will be picked up?
Bind fail payment flow
Midterm fail payment flow
When exactly will the fail payment email be sent out to the customer?
12am CET
12am UTC
5pm CET
5pm UTC
What is sent to the customer alongside the fail payment email to collect payment?
Stripe payment link
Adyen payment link
QR code
Bank account transfer information
What happens to the policy when the payment is settled via Adyen or Offline payment?
Fail payment activity closes
Transaction is recorded in i2go
Dispute-recharge invoice turns to paid
Dispute-chargeback invoice turns to paid
What payment method is currently available in the Adyen payment link for Netherlands product (PNC NL & DI)?
Ideal
Giropay
Sofort
Credit card
What payment method is currently available in the Adyen payment link for Germany product (PNC DE)?
Ideal
Giropay
Sofort
Credit card
What type of cancellation reason will amount to a FULL refund to the customer for all products?
non payment of first premium
cooling off
fraud
termination
What type of cancellation reason will amount to a PRORATED refund to the customer for all products?
non payment of first premium
cooling off
fraud
termination
other reasons
What type of cancellation reason will amount to NO refund to the customer for all products?
non payment of first premium
fraud
termination
other reasons
invalid policy
What cancellation reasons are ONLY available for Disability product & not for other products?
non payment of first premium
reaching coverage end age
invalid policy
other reasons
policy was reissued
If a future-dated cancellation is wrongly performed, what button in Policy 360 do you click to revert it?
Revert future dated cancellation
Undo future dated cancellation
Cancel future dated cancellation
Remove future dated cancellation
Immediately after performing a future-dated cancellation, the following reflects on a policy EXCEPT...
"Scheduled for cancellation" icon shows up beside the policy number
Policy status turns to Insured (Scheduled for Cancellation)
Cancellation email is sent without the documents
Cancellation email is sent with the documents
Is the "Undo future-dated cancellation" functionality allowed after Cancellation effective date?
Yes
No
An invoice with status "authorised" turns to (a) once the policy is cancelled due to non-payment
There are 5 cron jobs that run 12:01am CET onwards.
Which cronjob runs first?
Process payment queue
Future-dated cancellation
Future-dated MTA
Auto renewal notification
Auto renewal payment
What configuration(s) do we have for Insify in Settings > Configuration?
Defining the cancellation reasons that will trigger auto-voiding of invoices
Defining if we allow quote duplication based on the product
Defining the number of days available for the MTA effective date in b2b2c
Defining the interval where the fail payment reminders are being sent out
Where is the data stream streamed out to?
AWS S2 bucket
AWS S3 bucket
AWS S4 bucket
AWS S5 bucket
How is renewal draft A (the first renewal draft) created?
Cronjob
Insify API
Let's say there are 4 renewal drafts for a policy. Which draft will be activated on the renewal date?
Draft A - approved
Draft B - approved
Draft C - pending approval
Draft D - pending approval
What does "auto_renewal_payment" cronjob do?
Create a renewal draft
Approve the renewal draft
Activate the renewal draft
Process the payment for renewal
Which of the following applies to the "Copy to a new quote" feature?
the new policy number will be renamed to {policy number} -reissued
the new policy number of the reissued quote will be the same as the old policy number
the quote that’s duplicated will always have a future start date
the latest set-up transaction from the policy is copied over to the quote
The following transactions show up in the Paid bdx EXCEPT...
Successful payments
Pending payments
Dispute chargeback
Offline payment
Refunds
Which of the following are dynamic documents?
Minutes of Consultation (MoC)
IPID
Policy Wording
Policy Schedule
Terrorism (NHT)
Select the scenario(s) where ONLY the policy schedule is generated instead of the whole bundle
removal of coverage
amendment of coverage
adding of coverage
policy cancellation
Which products have Minutes of Consultation (MoC) document?
PNC NL
PNC DE
Disability
PNC FR MRE & Wakam
Which product has Section F (Premium details breakdown) in the Policy Schedule?
PNC NL
PNC DE
Disability
PNC FR MRE & Wakam
Which insurance lifecycle was this policy schedule created?
Quotation
New Business
MTA
Renewal
When we create an offline payment, we can link it to an Invoice ID. In what condition will the invoice ID populate in the dropdown?
Invoice status is Pending
Invoice status is Authorised
Invoice status is Voided
Invoice status is Submitted
