If a customer wishes to cancel their policy, which tool should be used to complete this task?
TGCS Week 4 Pop Quiz

Quiz
•
Professional Development
•
Professional Development
•
Medium

Sandrene McGhie-Flemmings
Used 124+ times
FREE Resource
23 questions
Show all answers
1.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
MARS
Spectrum
Upstart
Fonolo
2.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
When cancelling a customer's policy the system will default to the current date
True
False
3.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
Assume today is January 1st and a customer calls in to cancel their policy. During the process the customer states they would like to use another date as the cancellation date. What is the process regarding cancellations over the phone?
MARS will only allow a date up to 7 days prior to or 7 days after the current date to be selected
We can cancel the customer's policy on any date
There is no process
Once it is within the same month we can cancel on any date
4.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
If I call in today, January 1st to cancel my policy, when will the cancellation take effect?
At 12:01 AM on the cancellation date
The following day
The policy will flat cancel
At the end of the month
5.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
Looking at the screenshot. What does the amount highlighted in red represent?
The total amount the customer owes after cancellation
The total refund owed to the customer after cancellation
The short Rate penalty
All fully earned fees
6.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
What information should the caller verify when processing policy cancellations?
Their name, relationship to insured and their driver's license number
Their address, dob and email
Their name and relationship to the insured
The last 4 of their Social, relationship to insured and dob
7.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
An unlicensed CSR can complete policy changes in Florida, California, Oklahoma and West Virginia.
True
False
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