UWM / BPM Refresher

Eligibility criteria has been decreased to how many Kms temporarily for customers renewing between September 4th, 2021 to July 1st, 2022 to reflect the lower mileage during the Pandemic.

200 km

500 km

600 km

800 km

OAB should be offered in which of the following scenarios? Check marks all, if applicable

Setting up a new policy

adding/substuting a vehicle

adding a new driver to the policy

Enrolling in Td my advantage

What contact we should add if client calls and said that he wants his friend to talk about policies and do inquiries on behalf of him?

General Authorization

Power of attorney

Second account holder

Driver

In which cases we have to play PAD disclosures? Check marks all, if applicable

	adding New line of business	adding another existing line of business	New PAD account details	Existing PAD account

Consent is not required in which of the following scenario?

Existing customer requesting quote for an existing product line

Former customer with an account but no active policies

Consent on file, including Digital Consent for the new product line is MORE than 12 months

No consent on file, including Digital Consent for the new product line

When does the extended water damage become ineligible for new business?

3 Extended Water Damage claims* in the last 3 years

2Extended Water Damage claims* in the last 2 years

1 Extended Water Damage claims* in the last 2 years

4 Extended Water Damage claims* in the last 5 years

What is the percentange for Retiree Discount?

The Exterior Vehicle scheduled item provides coverage for which of the following item?

Garden Tractor

Motorised Watercraft

Non-motorizes watercraft

Bikes

When the customer becomes ineligible for Collison coverage?

4 collision* claims in 6 years

3 collision* claims in 2 years

2 collision* claims in 6 years

7 collision* claims in 8 years

When Snowmobile cannot be issued/restrictions? Click all, if applicable

Is homemade.

Is owned by an individual and rented or leased to others.

Has value less than $30,000

Is black in colour

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