Notes should always be concise , clear and include anything you deem as relevant for the CA to focus on
P2 Theft - slide 30

Quiz
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Specialty
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Professional Development
•
Easy

Training Oaw
Used 2+ times
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7 questions
Show all answers
1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
True
False
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
You should always note elements and facts that seem suspicious
False
True
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
You should always note your opinion, in relations to the total theft , to assist the CA assigned to the file
true
false
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Notes should not be seen as prejudicial to the client
False
True
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
If the client delayed reporting the claim, you should make note of that for the assigned CA
True
False
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
If the client is insisting on a prompt settlement, you should make note of that for the assigned CA
False
True
7.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
If the client is inquiring about the coverage on their policy, we are automatically assuming there is a potential , and it should be noted for the assigned CA.
True
False
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