DEC '16 ICR GI SAP

1.

2 points

Migrated annual policy due to renewal 5/01/2017 prior to making payment. Customer calls 10/12/16 to add PV. What endorsement do you complete?

1. 28

2. 74

2.

2 points

Customer calls on 23/12/2016 to cancel their policy. There next debit date is the 24/12/2016. How would you cancel the policy?

1. Cancel policy as customer requested

2. Send billing cycle cancellation email and cancel policy

3. Send billing cycle cancellation email and leave policy active

4. Diarise to cancel policy in 5 days.

3.

2 points

Renewing Annual Policy customer calls 30/11/2016 to add contents from today. Policy renews
24/12/2106. What endorsement do you need to complete?

1. 28

2. 74

3. 28 – 74

4. 74 – 28

4.

2 points

On what screen can you check if a policy has begun the billing cycle.

1. 3E

2. 6J

3. 6O

4. 3B

5. 22

5.

2 points

Customer’s direct debits are 10th of each month. Customer calls on the 25th requesting cancellation back to the 10th as they sold the property. How would you cancel this policy?

1. Cancel policy as customer requested

2. Send billing cycle cancellation email and cancel policy

3. Send billing cycle cancellation email and leave policy active

4. Diarise to cancel policy in 5 days.

6.

2 points

Customer’s direct debits are 25th of each month. Customer calls on the 10th requesting cancellation effective their next instalment. How would you cancel this policy?

1. Cancel policy as customer requested

2. Send billing cycle cancellation email and cancel policy

3. Send billing cycle cancellation email and leave policy active

4. Diarise to cancel policy in 5 days.

7.

2 points

Migrated monthly policy due to renewal 30/12/2016. Customer calls to reduce sum insured.
What endorsement do you do?

1. 28

2. 74

8.

2 points

For this question you will need to log into the training environment.
Has the refund for W11000039CMP been processed to the customer?

Yes

No

9.

2 points

What does the total post field in the top right hand corner of an EP posting screen mean?

1. New monthly instalment

2. Pro-rata amount to be charged

3. Pro-rata amount to be refunded

4. Total annual premium

10.

2 points

What button do you use to quote on the PV screen?

1. F10

2. F9

3. F7

4. F1