1. Susan calls to add her daughter Sara to the policy, but doesn’t have the driver’s license number available at the time of the call. Question: Would you add an alert? Yes or No

2. Mr. Smith called to add a vehicle titled to his brother, you explain that we would not be able to add the vehicle due to ineligible titling and you offer the in-house agency. Mr. Is happy to get a quote from the agency. Question: Would you add an alert? Yes or No

3. Mrs. Changes addresses and premium increases, the client then say “never mind I did not move you can change it back”, you explain that we need to rate the vehs for the correct address and we would not be able to change it back to the old address. Client understands. Question: Would you add an alert? Yes or No

4. Named ins called in for quote for a HH member that is an active driver. Mrs. Explains that they do have other ins/vehicle but just looking for a quote to compare pricing. You explain that POI is needed within 7 days to avoid adding the driver to the policy. Mrs. doesn’t have the info to provide verbal POI. Question: Would you add an alert? Yes or No

5. UW has an Alert on the policy requesting additional information in comments and the client has now called back. You obtain and document all the needed information for UW and then send back to UW for review. Question: Do you remove the alert? Yes or No

6. Client calls in to change her address within the same state. We confirm driver assignment for and we read off the current usage listed to the client. The client says everything is the same, no changes. Question: Is this correct as client confirmed all info was the same?

7. When adding a new vehicle is it acceptable to review for business use by asking, “Will the vehicle be driven to multiple locations or just one location?” Yes or No

8. Policy has 3 drivers (mom, dad & daughter) dad is calling in to add a third vehicle. Dad becomes the primary driver of the new vehicle, while mom remains the primary operator on the same existing vehicle. Client says that daughter doesn’t drive. Question: Does usage need to be reviewed on the vehicle that dad used to primarily operate as client advised his daughter doesn’t drive? Yes or No