Assessment Group #1
Home Office Business Practices Quiz
Test your knowledge about business practices related to Home Office operations with our engaging quiz. This quiz is designed for professionals seeking to enhance their understanding of the best practices in new business acquisition and policy management.
Key Highlights:
- 10 thought-provoking questions
- Multiple choice and open-ended questions
- Score-based assessment
Below are the ways to search new business through Home Office, except ________?
Agent's SSN
Policy Number
Agency Number
Insured SSN
A claimed policy is handled by Inforce?
True
False
This team assists callers with status and updating cases with outstanding information provided by the field submitted via the phone. They also assist callers with making corrections to a case while it is in the underwriting process:
Inforce
New Business
LC&C
Underwriting
What is the face amount of policy 4230143729?
$200,000.00
$100,000.00
$150,000.00
$50,000.00
What outstanding requirement is shown under policy 4230143729, posted on 6/12/2023 when searching in Home Office?
Provide additional details - UW
Preliminary Info Statement - NY
Cancellation Date - Pre-Issue
Coverage being Replaced is unanswered
Which option in Connext is used to write regular Term Life policies?
Winflex Illustrations
AG Quick Ticket
SIWL eApp
GIWL eApp
Which option in Connext is used to write SIWL policies?
Winflex Illustrations
AG Quick Ticket
SIWL eApp
GIWL eApp
Which option in Connext is used to write GIWL policies?
Winflex Illustrations
AG Quick Ticket
SIWL eApp
GIWL eApp
Are agents able to activate New Business notification on Connext Portal?
True
False
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