Podcast
Questions and Answers
What should you do before contacting Underwriting for a photo review or proof of residency?
What should you do before contacting Underwriting for a photo review or proof of residency?
- Ask Underwriting to review the policy notes first
- Don't do any preliminary work before calling
- Call Underwriting first and then email your photos
- Email your photos or other prior to calling (correct)
When is it acceptable to call Underwriting or other departments on speaker phone?
When is it acceptable to call Underwriting or other departments on speaker phone?
- Once the person you’re speaking with confirms it’s ok or directs you to do so (correct)
- Only if the call is being recorded
- Only if there is a language barrier
- Anytime during the call
What should you do if the named insured is deceased and a relative is trying to cancel the policy?
What should you do if the named insured is deceased and a relative is trying to cancel the policy?
- Ask the relative to provide a death certificate
- Transfer the policy to the relative's name
- Cancel the policy without contacting anyone
- Call Underwriting for assistance (correct)