"I'm confident in my work" - Alberta

Which of the following is not a benefit of taking both home and auto insurance with us?

• Discounted premium

• One deductible

• Merged payment withdrawal option

• Worry Free/Trouble Free Option

What are the attributes of the Desjardins Promise?

• Simple, people-focused, mocking, efficient

• Simple, humble, modern, high performance

• Simple, people-focused, modern, high performance

• Simple, humble, mocking, efficient

What are the advantages of issuing a policy in advance?

• The premium is guaranteed as of the binding date.

• There’s nothing to pay before the effective date.

• The advantages of the double contract apply.

• All of the above.

If a client declines the Worry Free/Trouble Free option, we should still offer:

• Endorsement 20 only

• Endorsement 27 only

• Endorsement 20 & 27

• Endorsement 20, 27 & 35

A client calls to cancel his policy midterm because he found a cheaper rate elsewhere.

• Cancel policy flat

• Lapse the policy

• Cancel the policy pro-rata

• Cancel the policy short rate

The client’s 18 years old son is listed as an occasional driver on all 4 vehicles on the policy.

• He will generate premium on 1 car

• He will generate premium on 2 cars

• He will generate premium on 3 cars

• He will generate premium on all 4 cars

The following items have a high impact on the Ajusto score.

• Driving smoothness and distance travelled

• Driving smoothness, speed and time of day

• Acceleration, Braking, cornering and speed

• Braking, acceleration, distractions and speed

During a new auto quote, the client discloses they had a hit and run claim last spring, how would you capture the claims details?

• Other company, name of client, amount of claim, collision and not at fault

• Other company, name of client, amount of claim, collision and at fault

• Other company, name of client, amount of claim, comprehensive and not at fault

• Other company, name of client, amount of claim, comprehensive and at fault

Which of the following is an option when completing the driver assignment grid?

• Primary

• Occasional

• Periodic

• Secondary

During a transaction when you see an Underwriting Measure, what action(s) should you take?

• Refer to an Underwriter

• Check CH

• Refer to a job aid

• All of the above