1) The last step to the "selling process" is to push QE to E-APP a) True b) False 2) What happens if QUEST's quote status is NOT "Sold-Pending" a) NIGO b) You can proceed 3) What will the "decision" say in QUEST for the one that we need to sell? a) Option Not Taken b) Option Sold 4) After scrubbing and finalizing NIGO items, the first step to "selling a case" begins by pushing a case from QUEST to QE. a) True b) False 5) Vision and Stand-Alone Cases cannot be pushed via QE o E-App, they must be done separately. a) True b) False 6) Who do you need to reach out to for assistance if QUEST gives you a red error message after hitting "submit sold case"? a) Help Desk b) Manager/Supervisor 7) What does the binder within QE need to be updated to? a) 0.00 b) .01 8) Once the commissions have been entered, and you've entered each coverage, what button do you push in QE to move a case back to E-App? a) F10 b) E-App 9) What document must you reference when "impersonating" in E-App? a) Fee Exception List b) Impersonation List of RGO 10) Where would you be able to confirm the "Business Conducted As"? a) Proposal, page 3 b) OCT, Admin Details Tab 11) We have to sell everything in E-App as list bill even if the OCT says self-billed. We can change it in ARDIS is needed. a) True b) False 12) In E-App, you will ALWAYS select "paper enrollments" on the enrollment type page. a) True b) False 13) In E-App, the binder should always be $.01 a) True b) False 14) One of the last steps to complete before moving a case from E-App back to QE is to: a) Add all of the class details as they appear on the OCT and Proposal b) Finish the Application 15) Within QE, "AP" means: a) Action Pending b) Approved 16) What status should your case be in within QE once you push information from E-App? a) WP = Work in Progress b) SM = Submitted 17) To finalize the rates in QE, access the APEX report and then take the Quote Rate and divide by 12 to make sure the monthly amount matches the Total Premium in QE a) True b) False 18) What button do you push in QE to send a case to ARDIS for configuration? a) ARDIS Transfer b) Save 19) Within QUEST, what status will your coverages need to be in before sending it to ARDIS? a) WP = Work in Progress b) AP = Approved c) SD = Sold d) SM = Submitted 20) What are the main steps to the selling process? a) QUEST - ARDIS - QE - QUEST b) ARDIS - QE - E-App - QE c) QUEST - QE - E-App - QE - ARDIS d) QE - QUEST - QE - E-App - ARDIS

The Selling Process

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