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Worksheetsi2go Assessment
Total questions: 110
Worksheet time: 1hrs 23mins
What is a Sandbox?
A place for financial transactions
A secure environment for testing and experimentation
A user management interface
A data storage solution
What is the primary purpose of the Policy Search Page?
To manage user accounts
To analyze financial policy data
To search for insurance policies
To configure system settings
What does GWP stand for?
Gross Written Premium
General Warranty Policy
Gross Written Policy
Global Written Premium
What is the definition of Net Premium?
Total premium before deductions
Premium after commissions and expenses
Premium for a specific policy type
Premium collected from multiple policies
Which of the following statements about Sandbox environments are true?
Sandbox has 3 staging environments: UAT, Hotfix, and Prod but no CSP.
Sandbox has a CSP on 3 staging environments: UAT, Hotfix, and Prod.
Sandbox has no staging environments, but has a CSP.
Sandbox has no staging environments and no CSP.
What qualifies a Prospect?
A prospect can be a BP of type company
A prospect can be a BP of type person
A prospect is an i2go user
A prospect is a Policy Holder
A prospect is a Business Partner
Which of the following are true about Business Partners (BPs)?
A BP can be a prospect
A BP must be bound to a Policy
A BP can be a person (who may also be an i2go user)
A BP can be a company
A BP can be a group
What are considered activities in i2go?
A system automated function
A manually created function
A user-generated report
An API call
Quotation is in the "Pending" status when the Prospect is still filling in the application.
Yes
No
Saved searches are standardized pre-set searches set by default that users can use.
Yes
No
An Adjust Order is a feature that allows for the modification of ________?
Incomplete Orders
Policies
Orders Search Page
Bound Quotations
What is BACS DD?
A direct debit payment method used in the UK
A type of an international bank account
A system for electronic funds transfer
A loan agreement method used in Europe
What are included in FIN Report (Financial Report)?
Bordereau
Commission
Commission Inbox
Workinbox
Table Report
Select the statement that is most suitable to Bordereau?
Allows for searching components, statuses and numbering.
Allows customers to access and manage their policies, quotes, claims and profile at convenience.
A report provided by a re-insured company, detailing the losses or premiums affected by reinsurance.
Which module that cannot generate a report?
Quotations
Workinbox (Activities)
Prospects
Inbound Emails
You can configure the navigation, action & object permission of a BP from the back office.
True
False
Different BP roles have a different view of the Back Office depending on the permissions configured.
True
False
Which BP Role have the highest permission among the rest?
Org Admin
Administrator
Service Consultant
Sales Person
Which of the following has the object permission on all the groups and person role within a company?
Org Admin
Company Admin
Group Admin
No Admin should be privy to this information
What permission can be configured to allow a BP role to access Policy module?
Navigation Permission
Action Permission
Object Permission
Product Permission
What permission can be configured to allow a BP to only view Company A's information & not Company B?
Navigation Permission
Action Permission
Object Permission
Company Product Permission
What permission can be configured to allow a BP role to access the Financial report > Bordereau?
Navigation Permission
Action Permission
Object Permission
Product Permission
Amy must be able to view, add, change & delete the address from BP page. What permission should be configured?
Navigation Permission
Action Permission
Object Permission
Product Permission
I can configure the following permissions in the 'Roles' Module
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)?
Staff status
Superuser status
Active status
Administrator status
A prospect can be created from which of the following methods?
B2C Sales Journey
Create Business Partner
API
B2B2C Sales Journey
Can you delete a salesperson from the back office?
Yes, you can delete the user
No, but you can deactivate the user
What information is available from BP 360?
Policies
Table Reports
Incomplete Orders
Emails
In the Organization Tree, can we create a new company under a group?
Yes
No
In the Organization Tree, can we create a new company under a company?
Yes
No
Login will be blocked after how many incorrect attempts?
2
3
5
N/A
Your account has been blocked due to an incorrect password. How do you unblock it?
Wait until cooldown time is over
Keep trying to log in
Reset your password
Call your boss
What is Lead often refers to in business term
A customer
Team Leader
Salesperson
A potential customer
Currently Lead Management is integrated into which module?
Incomplete Order / Quotation
Policy
Claims
Referrals
Which is NOT the types of lead in i2go
MTA
Drop Offs
Referrals
Renewals
Customer created a quotation or incomplete order but did not complete the Sales Journey. What is the type of lead?
Referral
Drop Off
Renewal
No leads
Which type of lead that allows underwriters to approve or reject a quotation
New Business
Renewal
Referral
Drop Off
Which description is best suited for Renewals lead type
Provide an opportunity to reinstate a cancelled policy
Provide a opportunity to renew an existing policy
Provide a opportunity to approve or decline the quotation
Provide a opportunity to create a new business
Which is a lead classification? Select all that applies
Cold
Warm
Hot
Urgent
Which of the statuses here does NOT allow you to adjust order
Paid
Quoted
Incomplete
In Progress
Referral
Information in the Policy schedule can also be found in the policy 360 view?
Yes
No
I don't know
In what "status" does the order need to be for a user to be able to purchase a quotation?
Quoted
Referral
Incomplete
Paid
How can a user view the pricing details of a Policy?
Policy Search Page > Policy 360 > Payment Log
Policy Search Page > Policy 360 > Notes
Policy Search Page > Policy 360 > Transaction Details
Policy Search Page > Policy 360 > Item Details
You can send AND receive emails in the i2go back office
What does BP stands for?
Business Person
Business Personnel
Business Prospect
Business Partner
Can you access a Customer's policy via BP 360?
No, you have to access the policy via the BP's Quotation.
What is the 3-level structure in the Organisation Tree? (top to bottom)
Organisation, Company, Group
Organisation, Group, Company
Organisation, Group, Person
Company, Group, Person
What is a Bordereau?
A Bordereau is a legal document for property ownership.
A Bordereau is a report that details all the activities (no. of policies sold, the products sold, the price, to whom it is sold).
A Bordereau is a report that is prepared on a monthly/quarterly basis.
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
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?
Mid-Term Adjustment
Adjust Order
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 a claim
Create an activity
Are you able to do a MTA once the policy is cancelled?
When can 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
We don't send emails to holders, only prospets
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?
Name
Address
Payment Details
Which of the following roles cannot be assigned to a person?
Sales Person
Reseller
Company Admin
Administrator
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 status allows you to log in to the tiger-site-admin?
Active status
Superuser status
Administrator 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
Expired
What transactional email service is currently used for Email Template Management from the following?
Postmark
Sendgrid
Stripe
Postman
What is the difference between a quotation and a policy?
There is no difference between both of them.
A quotation is a paid policy.
A policy is a paid quotation.
Information in the Policy schedule can be found in the policy 360 view?
No, it is only found in the Policy Email details.
No, it is only found under the BP 360 for the policy holder.
No, it is only found under Attachments 360.
Yes, it can be found in the Policy 360 view.
An activity can be created via Policy 360, Incomplete Order 360, BP 360, Prospect 360 and Claims 360?
True
False
What is one way to change the status of the Quotation?
Adjust Order
Edit Order
Create task
MTA
Are policy schedules attached to the Send Quotation email function?
Yes
No
After adjusting a quotation via adjust order. Are you still able to send quotation email?
Yes, if the status of the quotation is quoted
Yes, if the status of the quotation is referral
Yes, if you purchased the quotation
Yes, but only after incomplete order adjustment
What happens after a MTA process?
The current policy version is terminated, a new MTA quotation is created which is referred by default.
A new policy version is created, payment is made, a new MTA email and updated policy schedules sent out.
A new policy version is created, payment is made, a new policy schedules created, no emails sent out.
Existing policy version is overwritten, new policy schedule is created, and the NB Quotation is modified as per the MTA changes.
Which status in a quotation you are able to view `Make Purchase' option?
(a)
When a new policy is created in the system, the Policy Status becomes (a) & Transaction type is New Business
After you carry out an MTA, the Policy Status is Insured & Transaction type is (a) ?
What is an example of MTA?
When customer calls in to make an enquiry
When customer wants to cancel a policy
When customer wants to retrieve his documents
When customer wants to add/remove a certain coverage
How do we carry out an MTA?
Policy 360 > Adjust Policy
Incomplete Order 360 > Adjust Order
Policy 360 > Edit Policy
Incomplete Order 360 > Edit Order
What different types of MTA are supported in i2go
Premium bearing
Non-premium bearing
Both
Neither
When you cancel a policy, right after cancelling the Policy status is _____ & Transaction Type _____
Lapsed & Insured
Cancelled & Cancelled
Insured & Insured (Marked for cancellation)
Cancelled & Insured (Marked for cancellation)
In sandbox, what does Policy status: Insured (Marked for Cancellation) mean?
Policy is immediately cancelled
Policy remains to be Insured
Policy is insured until the end of the day today
Policy can be cancelled if the policy holder requests
A policy is referred
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.
When a policy has already been renewed, the Policy status is Insured & Transaction Type (a)
If payment was not made before the policy expiry date, the policy status will turn to (a) ?
What is the main advantage of Postmark integration for our clients?
It gives full control in managing the emails being sent out from i2go
It gives various design options
It enables you to to schedule emails sent out from i2go
It's better for viewing inbound emails
What is the function of Template Mapping functionality in the tiger-site-admin?
To map the default emails into i2go's back office
To map the Email Tasks to the relevant Email Template in Postmark
To map the Email templates to the Campaign Management feature
How can emails be sent from the BO?
Policy 360 page, click the plus button, click create email
BP 360 > email icon
Automatically triggered by an event (e.g. policy purchase or cancellation)
Which admin permission has the highest permission?
Company Admin
Org Admin
Group Admin
Board Member
Which admin permission has the lowest permission?
Company Admin
Org Admin
Board Member
Group Admin
i2go has a 3-level structure Organisation Tree
True
False
If I create a Sales Person (BP), it reflects in the Organisation Tree.
True
False
If I create a Customer (BP), it reflects in the Organisation Tree.
True
False
I am NOT able to create a Table Report via:
Policy Search Page
Table Report Page
BP Search Page
You can create Table Reports with all of the above
In Claims, the Date of Notification & the Incident Date can be different.
True
False
If I go the BP page and edit the Status to "GDPR - To be Anonymized" what happens?
The BP is anonymized straight away
A Cron job runs once a day to pick up BPs with this status and anonymizes them
Nothing, you have to manually edit and anonymise the BP data
The BP is deleted along with all of their data for security purposes
What is lead management for?
To manage the status of an active policy
To indicate how likely a customer might be to buying a policy and take action to make a sale
To see what sales manager is in the lead selling the most policies
Sales personnel management for client leadership
What is a recurring payment?
Any payment that takes place after the policy is bought, for example an MTA payment
A renewal payment
Regular payments (for example monthly) to pay for a policy instead of paying it all upfront
All of the Above
What is the payment queue?
It's a different way to say Transaction logs
It is the database where you will find all past payment as well as the next upcoming payment with their date and status
It is part of Stripe integration, where each payment we send to stripe goes into a queue to be processed
It's a list of all payments queued for processing
If a customer using recurring payments makes an MTA which adjust their recurring amount, the scheduler will automatically pick this up?
MTAs are not allowed in this case as this may affect their premium
No the scheduler won't pick it up, that's why it is significant to manually modify the Policy Version via the Administrator panel
Yes, the scheduler will pick this up.
Who built the Subscription module?
It is a feature built by Stripe, integrated into i2go
It is a feature built by Close Brothers, integrated into i2go
i2go built the feature
In the Policy Search page, what happens if you select available columns to be "Number," "Updated At" and "Created At", then click Export?
A downloadable Table Reports file is generated containing the selected columns 'Number', 'Updated At', and 'Created At'.
Export Policy modal pops up, with Current option selecting "Number," "Updated At" and "Created At" columns automatically.
Export Policy modal pops up, prompting user to select columns manually.
Export Policy modal pops up, with Current option selecting all default columns automatically.
In the Policy Search page, apply filter "Created At", and set it on "10/30/2024". Then, export the Policy search page.
The filter "is on -> 10/30/2024" is automatically applied in the Export Policy modal in the Select Creation Date Range section.
The filter in the Export Policy modal is automatically applied and set to Today in the Select Creation Date Range.
The filter in the Export Policy modal is automatically set to select "Created At" column.
All of the Above
In the Policy Search Page, can I remove columns from the display?
Yes, you can remove all columns from the search page display.
No, you have to stick to the default view. If needed, this feature can be customized per client.
Yes, as long as you have a minimum of 3 columns selected (including required column: Number).
Yes, as long as you have a minimum of 3 columns selected (other than the required column: Number).
What happens when I click on "RESET" button in the Columns section for a given search page?
The column settings are reset to default and all default columns are displayed in the search page.
A new modal for Columns management pops up.
The user is redirected to Settings > Configurations page to customize their column Settings.
The page refreshes without any changes.
Select the Chip Filters
Where to access the saved searches (1, 2, 3 or 4)?
(a)
What happens when I pin a Saved Filter from the Saved Searches section?
It gets displayed on the dashboard under "Saved Searches"
It automatically becomes the default applied filters for the given search page.
It adds the custom Saved Search to the Navigation bar for quicker access
All of the Above
Select the "Side Drawer"
Select the Universal Search
All of the Above
As a BA, you were testing the policy search page to filter by policy number "I2GO-20241029." However, policies with "HB-PL" are being displayed instead. Is this correct behavior, and what would you do in this scenario?
As a Salesperson, you uploaded an attachment to a policy and set its permission to "Internal." What do you expect?
Only users under my organization can access the attachment.
All users with permission to view Internal attachments can access the attachment.
What are linked objects?
Linked Objects are dynamic (system auto-generated) and static attachments we can link from the Attachments section.
Linked Objects are static attachments we can link from the Attachments section.
Linked Objects are dynamic (system auto-generated) attachments we can link from the Attachments section.
Linked objects are attachments we can upload to link to a given policy, email, etc.
Linked objects are only used in programming languages.
What are dispute payments?
What are inbound emails in i2go?
Inbound emails are received messages.
Inbound emails are notifications from social media platforms.
Inbound emails are spam messages that i2go managed to capture.
Inbound emails are system auto-generated emails (e.g., Policy Email).
