Agency applications Flashcards
What is ANS used for?
Provides notifications about policies in Advance Property, Advance Auto, and Advance Billing Notifications
What is Agency Connect?
A phone system used by some agencies that has both physical desk phones and IP-based phones accessed through a web portal.
What is Box
A secure cloud storage and collaborlation solution
What are the two main functions of Apex right now?
Apex Markeing Queries and Apex Production Tracking
What is CFR PolicyCenter?
A quoting system to allow agent and agent assistancts complete quotes for Commercial Farm Ranch.
What is Atlas?
A prospecting tool providing agents with a dynamic maping platform to explore current and portnatial customers within a geographic area
Cornerstone
Both a quoting and application system. It’s used to complete both quotes and policy on Life.
What does ANS stand for?
Agency Notification System
What is ABEST?
Abest provides information about CFR policies in mainframe
What applications are replacing Box?
Microsoft Teams and OneNote
What is PMACS used for?
“HR” type software for independent agencies. Also tracks any commissions and bonuses.
What Apex Core CRM?
A customer relationship manager tool that it being replaced with Relate.
What is AmFam.com?
External customer faving tool used to complete quotes, find an agent, etc.
What is Agent Claims Hubs
Web based portal for all important Claims information
What is DocuSign?
An electronic signature system that allows clients to sign documents electronically.
What is Charcoal?
A lead or prospecting system agencies use for warm leads.
What applications is going to replace E-Apps?
Classic PolicyCenter
What do E-Apps do?
Allow agencies to support applications including Classic Boatowners application, Complete Classic Golf Cart appliications, and Complete Classic Mobile Home applications
What is EDMS/P8
Electronic Depository where agencies can upload files they need to share with other departments like claims or underwriting
What is ECP - Moonshot?
Cross OpCo insurance sold on the Homesite platofrm.
If an agent calls the Service Desk with issues using the ECP - Moonshot platform what would you do?
Create an Incident with all the information you can, including screenshots, any error messages, what the person was trying to complete, and the exact steps they were taking before getting to that error and then sending it to the appropriate Homesite team using the ECP Platform Support CI.
What are E-Forms?
Also known as catalog items and record producerts, any form that is submitted from the IT Self-Service Portal from one of the ServiceNow Catalog.
What is Hab Fusion?
Allows agencies who sell CFR policies to sell and manager quoting, policiies , claims, and other paperwork.
What is Hearsay?
Social Media Platform that helps promote different areas of business
What is Mainframe?
Used to access billing information and policy information associated with Personal Lines (non-Advance) and Commercial-Farm/Ranch (non Fusion)
What does MOD stand for?
Marketing on Demand
What is Click2Sign?
An electronic signature system that collects and submits electronic signatures.
What three systems are used by AmFam’s External Customers?
amfam.com, My Account, MyAMFAM app (Mobile)
What type of questions does FAST handle for agencies?
How-To questions for certain applications (see KB0013772)
What does Booking do?
It’s a site that allows external customers and agencies (agents and staff) create and track appointments.
What is RecSys?
A customer relationship management system that is powered by Salesforce for Agency Production Tracking.
What is Racing Snail?
A vendor site used to track producers’ production and commission.
What site allows agents to send customer videos via email?
Kaltura Pitch
What is American Star?
A site used measure customer satisfaction data and best practices.
What is document library used for?
It’s a documentation system that allows agencies to search and view policy specimens and search for and view endorsements.
What is MyDashboard?
A metrics site used by agencies to see their metrics.
What is MyGuide?
Compass site agencies use to view process information.
How do you know if an Agency uses Agency Connect for their phone system?
Their extension will start with 8.
What does Marketing on Demand do?
Allows agencies to view and order marketing materials.
Name two different kinds of PolicyViewers.
Commercial F/R, Commercial, ife, Personal Lines, Umbrella
