InStar Quiz
 |
InStar Audit Quiz | Customer Service We trust this quiz will help you better understand where you are strong in InStar, and more importantly, areas where you have an opportunity to make InStar help you even more. We are dedicated to helping you get measurable results from your work with us. If there is anything that we can do, please don't hesitate to call us at 877.772.4677 x2. |
Overview
Overview:
The goal of this quiz is to help identify areas where you may want help to use InStar to do your job more efficiently and effectively. So, for best results, please do not have InStar open when taking the quiz. If you don't know something off the top of your head, then we want to include it in our sessions to arm you with as many tips, tricks and best practices as possible.
At the end of each quiz you will receive a certificate showing your automated score for each section. For agencies that select a training or consulting product in addition to the quiz, we will then review the Bonus & Comments sections and provide a revised score based on your answers to the Bonus questions and comments.
Bonus & Comments:
After each question is a Bonus & Comments section.
Bonus: If there is a question in this section, please answer it for extra points. Example: "If..., please explain." question is asking you to briefly explain how you would do what the question is asking about. Brief comments, a phase or 1-2 sentences is fine. We do not care about grammar or spelling.
If the question is "If Other, please explain." you only need to explain if your answer to the question was "Other." There are questions where "Other" is the correct response.
Comments: This is also a section where you can make comments about the question topic. These may include areas where you are having issues in your agency, something you'd like to learn in our training, special circumstances with carriers or lines of business that may require that you handle things slightly differently, if you don't understand the question, etc.
Quiz Sections
Basic Customer Service Quizzes include:
InStar Basic Navigation:
Who should take: All InStar users.
21 Questions on basic InStar navigation.
InStar Basic Customer Service Features: Part 1:Who should take: All InStar users.
51 Questions on basic InStar features, such as Customer Information Screen(CIS), Contacts, noting customer files and tracking suspense items.
InStar Basic Customer Service Features: Part 2:
Who should take: InStar users who do correspondence or ACORD forms.
41 Questions on basic InStar features, such as Letters, emails and ACORD forms.
InStar Basic Customer Service Features: Part 3:Who should take: InStar users who enters data in and/or processes policies.
49 Questions on basic InStar features, such as policies (manual and downloaded), additional interests, policy versions, Transactional Processing, and TransactNOW!.
InStar Basic Customer Service Features: Part 4:Who should take: InStar users who enters data in and/or processes policies.
7 Questions on basic InStar features, such as viewing coverages on multiple policies and policy change requests.
Specialty Customer Service Quizzes include:
InStar Basic PL Customer Service Features:
Who should take: InStar Personal Lines users who enters data in and/or processes policies.
21 Questions on basic InStar features as they relate to Personal Lines only, such as customers, policies.
InStar Basic Customer Service Accounting Features:
Who should take: InStar Personal Lines users who do invoicing or accept cash receipts for policies.
21 Questions on basic InStar features as they relate to the client ledger, cash receipts, and invoicing.
InStar Basic Customer Service Running Download Features:
Who should take: InStar users who download and attach orphans.
6 Questions on basic InStar features as they relate to the running download and attaching orphans.
