Special Draft 227 Off Call Quiz

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Reinforce process and procedures when handling special drafts in the off call environment.

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Sarah

Estados Unidos

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Special Draft 227 Off Call QuizVersión en línea Reinforce process and procedures when handling special drafts in the off call environment. por Sarah 1 What is the BE code for a Special Draft? a 052 b 227 c 043 d 822 2 After the special draft is complete, what information is required to notate the open business event? a Premium Amount b Date premium was drafted c Control number d Employee ID 3 What system is used to process a special draft? a Service Work Tool b Content Navigator c Salesforce d Customer Access 4 The policyowner calls stating their premium will return and we need to reprocess their payment. However, no return is showing on their account. What action must you do for a special draft? a Notate the account and set an FPD for 7 days b Advise the policyowner to call back in 7 days c Take a payment d Advise the policyowner they need to reapply for a new policy 5 A future process date (FPD) is set when? a A return has processed and resume billing is available in Customer Access b Banking information has been updated c A policyowner states their premium is going to return, however no return is showing on the account yet. d The policy premium is on direct bill

Special Draft 227 Off Call QuizVersión en línea

Reinforce process and procedures when handling special drafts in the off call environment.

por Sarah

What is the BE code for a Special Draft?

052

227

043

822

After the special draft is complete, what information is required to notate the open business event?

Premium Amount

Date premium was drafted

Control number

Employee ID

What system is used to process a special draft?

Service Work Tool

Content Navigator

Salesforce

Customer Access

The policyowner calls stating their premium will return and we need to reprocess their payment. However, no return is showing on their account. What action must you do for a special draft?

Notate the account and set an FPD for 7 days

Advise the policyowner to call back in 7 days

Take a payment

Advise the policyowner they need to reapply for a new policy

A future process date (FPD) is set when?

A return has processed and resume billing is available in Customer Access

Banking information has been updated

A policyowner states their premium is going to return, however no return is showing on the account yet.

The policy premium is on direct bill

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Special Draft 227 Off Call Quiz

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Special Draft 227 Off Call QuizVersión en línea

por Sarah

What is the BE code for a Special Draft?

After the special draft is complete, what information is required to notate the open business event?

What system is used to process a special draft?

The policyowner calls stating their premium will return and we need to reprocess their payment. However, no return is showing on their account. What action must you do for a special draft?

A future process date (FPD) is set when?

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