Agency applications

Question 1

What is ANS used for?

Answer 1

Provides notifications about policies in Advance Property, Advance Auto, and Advance Billing Notifications

Question 2

What is Agency Connect?

Answer 2

A phone system used by some agencies that has both physical desk phones and IP-based phones accessed through a web portal.

Question 3

What is Box

Answer 3

A secure cloud storage and collaborlation solution

Question 4

What are the two main functions of Apex right now?

Answer 4

Apex Markeing Queries and Apex Production Tracking

Question 5

What is CFR PolicyCenter?

Answer 5

A quoting system to allow agent and agent assistancts complete quotes for Commercial Farm Ranch.

Question 6

What is Atlas?

Answer 6

A prospecting tool providing agents with a dynamic maping platform to explore current and portnatial customers within a geographic area

Question 7

Cornerstone

Answer 7

Both a quoting and application system. It’s used to complete both quotes and policy on Life.

Question 8

What does ANS stand for?

Answer 8

Agency Notification System

Question 9

What is ABEST?

Answer 9

Abest provides information about CFR policies in mainframe

Question 10

What applications are replacing Box?

Answer 10

Microsoft Teams and OneNote

Question 11

What is PMACS used for?

Answer 11

“HR” type software for independent agencies. Also tracks any commissions and bonuses.

Question 12

What Apex Core CRM?

Answer 12

A customer relationship manager tool that it being replaced with Relate.

Question 13

What is AmFam.com?

Answer 13

External customer faving tool used to complete quotes, find an agent, etc.

Question 14

What is Agent Claims Hubs

Answer 14

Web based portal for all important Claims information

Question 15

What is DocuSign?

Answer 15

An electronic signature system that allows clients to sign documents electronically.

Question 16

What is Charcoal?

Answer 16

A lead or prospecting system agencies use for warm leads.

Question 17

What applications is going to replace E-Apps?

Answer 17

Classic PolicyCenter

Question 18

What do E-Apps do?

Answer 18

Allow agencies to support applications including Classic Boatowners application, Complete Classic Golf Cart appliications, and Complete Classic Mobile Home applications

Question 19

What is EDMS/P8

Answer 19

Electronic Depository where agencies can upload files they need to share with other departments like claims or underwriting

Question 20

What is ECP - Moonshot?

Answer 20

Cross OpCo insurance sold on the Homesite platofrm.

Question 21

If an agent calls the Service Desk with issues using the ECP - Moonshot platform what would you do?

Answer 21

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.

Question 22

What are E-Forms?

Answer 22

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.

Question 23

What is Hab Fusion?

Answer 23

Allows agencies who sell CFR policies to sell and manager quoting, policiies , claims, and other paperwork.

Question 24

What is Hearsay?

Answer 24

Social Media Platform that helps promote different areas of business

Question 25

What is Mainframe?

Answer 25

Used to access billing information and policy information associated with Personal Lines (non-Advance) and Commercial-Farm/Ranch (non Fusion)

Question 26

What does MOD stand for?

Answer 26

Marketing on Demand

Question 27

What is Click2Sign?

Answer 27

An electronic signature system that collects and submits electronic signatures.

Question 28

What three systems are used by AmFam's External Customers?

Answer 28

amfam.com, My Account, MyAMFAM app (Mobile)

Question 29

What type of questions does FAST handle for agencies?

Answer 29

How-To questions for certain applications (see KB0013772)

Question 30

What does Booking do?

Answer 30

It's a site that allows external customers and agencies (agents and staff) create and track appointments.

Question 31

What is RecSys?

Answer 31

A customer relationship management system that is powered by Salesforce for Agency Production Tracking.

Question 32

What is Racing Snail?

Answer 32

A vendor site used to track producers' production and commission.

Question 33

What site allows agents to send customer videos via email?

Answer 33

Kaltura Pitch

Question 34

What is American Star?

Answer 34

A site used measure customer satisfaction data and best practices.

Question 35

What is document library used for?

Answer 35

It's a documentation system that allows agencies to search and view policy specimens and search for and view endorsements.

Question 36

What is MyDashboard?

Answer 36

A metrics site used by agencies to see their metrics.

Question 37

What is MyGuide?

Answer 37

Compass site agencies use to view process information.

Question 38

How do you know if an Agency uses Agency Connect for their phone system?

Answer 38

Their extension will start with 8.

Question 39

What does Marketing on Demand do?

Answer 39

Allows agencies to view and order marketing materials.

Question 40

Name two different kinds of PolicyViewers.

Answer 40

Commercial F/R, Commercial, ife, Personal Lines, Umbrella