7 of 12\nafter gathering prospect information and determining if the household meets the initial eligibility…

7 of 12\nafter gathering prospect information and determining if the household meets the initial eligibility guidelines, what is the next step in the process?\nprovide a declination letter\nallow the auto data prefill (adp) to create a new customer\nobtain the vehicle and driver information\norder the consumer reports and validate the results with the prospect\n8 of 12\na social security number is required when adding a new driver to the household.\ntrue\nfalse\n9 of 12\nall of the following are important elements regarding auto policy changes except:\ncoverage changes will not occur when the policyholder pays off a lien or lease\nchanges in household drivers may affect driver assignments, depending on which driver uses each vehicle most frequently\nchanges in the way a vehicle is used, in relation to business and personal use, can impact the premium\na change in address may change the annual mileage driven, which may affect the premium\n10 of 12\nwhen a policyholder calls after having an accident, which of the following questions can an agents office answer?\nquestions about their deductible\nquestions on whether the policyholder is covered\nquestions on how much will the policy pay\nquestions on whether this will affect the premium\n11 of 12\nwhen can an agent use agents draft authority (ada)?

7 of 12\nafter gathering prospect information and determining if the household meets the initial eligibility guidelines, what is the next step in the process?\nprovide a declination letter\nallow the auto data prefill (adp) to create a new customer\nobtain the vehicle and driver information\norder the consumer reports and validate the results with the prospect\n8 of 12\na social security number is required when adding a new driver to the household.\ntrue\nfalse\n9 of 12\nall of the following are important elements regarding auto policy changes except:\ncoverage changes will not occur when the policyholder pays off a lien or lease\nchanges in household drivers may affect driver assignments, depending on which driver uses each vehicle most frequently\nchanges in the way a vehicle is used, in relation to business and personal use, can impact the premium\na change in address may change the annual mileage driven, which may affect the premium\n10 of 12\nwhen a policyholder calls after having an accident, which of the following questions can an agents office answer?\nquestions about their deductible\nquestions on whether the policyholder is covered\nquestions on how much will the policy pay\nquestions on whether this will affect the premium\n11 of 12\nwhen can an agent use agents draft authority (ada)?

Answer

Brief Explanations:

  1. After gathering information and checking eligibility, ordering consumer reports and validating with the prospect is a logical next - step in a customer - onboarding or verification process.
  2. A social security number is often required for identity verification when adding a new driver to a household for insurance or other record - keeping purposes.
  3. Coverage changes not occurring when a lien or lease is paid off is not a typical important element regarding auto policy changes compared to the other options which directly impact policy aspects like driver assignments, vehicle use, and mileage.
  4. An agent's office can answer questions about the policyholder's deductible after an accident as it is a known policy detail.
  5. No question provided for 11.

Answer:

  1. Order the consumer reports and validate the results with the prospect
  2. True
  3. Coverage changes will not occur when the policyholder pays off a lien or lease
  4. Questions about their deductible