BNet Financials

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Financials training video

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Margy Piechocki

Estados Unidos

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BNet Financials


Froggy Jumps BNet FinancialsVersión en línea Financials training video por Margy Piechocki 1 What is Berkley Beyond? a Legacy System b Policy Center c Power Suite 6 2 Phrases like " I understand" and "that makes sense" to show attentiveness is called a Verbal High fives b Verbal Nods c Warm Tone 3 Legacy and Policy center have two different pay plan options a Correct b Incorrect c Im not sure 4 Which payment plan is available on both Power suite and Berkley Beyond? a 3 Pay b 4 Pay c 10 Pay 5 What is the down payment percentage for 10 pay (NOT CA)? a 20% b 15% c 25% 6 On a Audit Invoice there may be two lines reflecting balances, which one would be the current amount due on the policy term and not for the audit ? a Final Balance for Coverage period b Credit received c Current balance for all periods 7 In Power suite, what do you click to put the transactions in order to see most recent first ? a Double clicking the transaction number (# symbol) b Double clicking bill schedule c Clicking financials 8 In power suite where would you see the balance due ? a Filtered amount b Running balance c Filtered Transaction Balance 9 Red numbers mean what ? a Credit on policy b Its the amount due on policy c I dont know 10 Power Suite 6 has how long of a "built in" grace period? a Seven Days b Five days c There is none 11 After the built in grace period what happens? a Policy goes into a pending cancellation b Policy cancels flat c A non renewal is issued 12 How much is the late fee? a $25 b $15 c None 13 Can the late fee be waived? a Yes, as long as the payment is made b Yes, up to 2 times per policy term c Yes, up to two times per entire policy 14 In power suite 6 what do you click on to see the method in which payment was made? a "View Financials" under cash receipt details b "View transaction" under cash receipt details c "View reconciliation" under cash receipt details 15 Is auto pay accepted? a Yes b No c Maybe So 16 Which is not a form of making payment ? a On the phone with a rep b Check c Online via Portal 17 What is One Inc? a A bank BNet uses b Another portal to make payment c A place where all dreams come true 18 Can we send the premium finance company a invoice? a No b Yes c Only if payment is due 19 When will we be transitioning to the new system ? a July 9,2025 b August 1, 2025 c August 1, 2026 20 What do we call Policy center to Customers? a New portal b Berkley Beyond c PS6

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BNet Financials

Froggy Jumps

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BNet FinancialsVersión en línea

por Margy Piechocki

What is Berkley Beyond?

Phrases like " I understand" and "that makes sense" to show attentiveness is called

Legacy and Policy center have two different pay plan options

Which payment plan is available on both Power suite and Berkley Beyond?

What is the down payment percentage for 10 pay (NOT CA)?

On a Audit Invoice there may be two lines reflecting balances, which one would be the current amount due on the policy term and not for the audit ?

In Power suite, what do you click to put the transactions in order to see most recent first ?

In power suite where would you see the balance due ?

Red numbers mean what ?

Power Suite 6 has how long of a "built in" grace period?

After the built in grace period what happens?

How much is the late fee?

Can the late fee be waived?

In power suite 6 what do you click on to see the method in which payment was made?

Is auto pay accepted?

Which is not a form of making payment ?

What is One Inc?

Can we send the premium finance company a invoice?

When will we be transitioning to the new system ?

What do we call Policy center to Customers?