Wpolisy Resource Library SAP

1.

2 points

Where can you find the run ID and what is it for? (Two answers)

6,r

to see if a payment has dishonoured

to determine if a payment has already started processing

3,b in the offline bill line (3,b, option1 and 1 again)

2.

2 points

On what pages will you find instructions to change a policy to unoccupied?

101-106

70-73

10-15

3.

2 points

What function will help you find a specific title/key word/subject?

Ctrl+E

Ctrl+F

F2

Ctrl+P

4.

2 points

Do peak bound have access to the Wpolisy Resource Library?

Yes

No

5.

2 points

The ONLY time we do a __ is for renewing monthly policies prior to a renewal premium being generated, or an annual renewing policy not yet in force and not yet paid.

6.

2 points

If a customer wishes to make a change to a policy prior to renewal for a renewing Wpolisy polisy what steps must you complete?

complete a 28 or 74 from renewal only as well will honor any changes prior to that via a page note

changes can only be made from renewal do not attempt to make changes from today only from the renewal date

complete a 74 from today date and an additional 28 or 74 (depending on usual criteria)

complete a 28 or 74 (depending on criteria from renewal) from today and the policy will automatically make the adjustment from today on wards

7.

2 points

How do you correct a house number that does not fit in the Str no. line (eg 15-17 or 12674)

note the correct address in the notes to avoid changing the premiums

enter the full street number in the “Property” field and put a comma in the street number line.

add the full address to the property line and remove information from all other fields

8.

2 points

What is an acceptable risk for casually let holiday homes?

homes used by both the owners and short term tenants

properties advertised on air bnb or stays

properties managed by a real estate agent

all of the above

9.

2 points

Where do you find the Wpolisy Resource Library?

sharepoint, Email Templates

sharepoint, Wpolisy folder

G drive, sales folder

10.

2 points

On which pages will you find the COC template for a change of start date manual COC? (Two answers)

42

56

54

60