Intro Kickstart Lessons 3 Flashcards
Users and Groups, Org and Producer Codes, Forms, Intro to UW Authority, Managing UW Authority
True or false?
An internal user could be assigned a producer code for any organization.
True.
What is a producer code?
A producer code is a unique alphanumeric ID assigned by the insurer to determine what a producer can do.
What does a producer code identify?
A producer code and its description identify the sales agent that sold the policy.
What is an organization?
An organization is a business entity which represents either the Insurer itself or an external company for any set of users, typically producers.
Which External User Access level allows the external users to be assigned to groups and producer codes from internal and any external organization?
A) FULLYRESTRICTED
B) PROTECTINTERNAL
C) ALLOWINTERNAL
D) None of the above
C) ALLOWINTERNAL
What role does the document production system play in terms of form generation?
The document production system is responsible for creating form content using the form metadata, policy data, and form template.
When can PolicyCenter add forms to the policy?
PolicyCenter can add forms to a policy at quote and bind.
Describe form inference.
Form inference is how PolicyCenter determines what forms to add to a policy. PC generates forms based on details that the user has entered. Users specify coverages, exclusions and other details that give PolicyCenter the info needed to run form inference logic.
When is a UW issue raised?
UW issues are raised when policy choices meet the conditions defined in the UW rules or Gosu code. In certain situations, UWs can add issues manually depending on their permissions.
Where are UW issues displayed?
On the Risk Analysis screen under the UW Issues tab.
What decides when a UW issue is raised?
A) Checking set
B) Blocking point?
Checking set. For example, whether a UW issue should be raised at pre-quote, bind or issue.
Who can approve or reject UW issues?
A user, normally a UW or an agent, can approve or reject UW issues.
How is it decided who can approve or reject UW issues?
Authority grants / authority profiles.
Answer true or false:
A) An approved UW issue cannot be reopened.
B) An agent can reject a UW issue.
A) False
B) True
