1) What is the Management System? a) Where agents are able to see customers history b) Where Agents are able to see their schedule c) Where Agents are able to see their goals d) All of the above 2) Who do you send time corrections to? a) The trainer b) timecorrections@getaiu.com c) Sweep d) Your manager 3) Do we charge for cash payments? a) Yes b) No 4) With credit card payments, are agents supposed to charge a fee? a) Yes b) No 5) In the management system, what is input in the premium section when taking a transaction? a) Your service fee b) The amount the company requires c) The company name d) The term of the policy 6) On the management system, to start a new Motorcycle, Renters, Bonds or Homeowners policy, agents first need to: a) Add other transaction b) Create new customer c) Customer lookup d) View transaction 7) Your commission is input on what part of the management system when processing a transaction? a) Service Fee b) Premium c) Both A & B d) None of the above 8) What is a late payment called and do we have an agency fee? a) Reinstatement, yes b) Endorsement, yes c) Renewal, no d) New Policy, no 9) On which management system function do we check our clock in history? a) On the clock image b) View Transactions c) Find a transaction d) Time Entry Report 10) Where in the management system can you find your schedule? a) Home Screen b) Time Entry Report c) Ask Managers d) Not available until the end of Saturday 11) What part of the management system receipt do we give to the customer? a) Authorize Receipt b) The TOP ONLY of the receipt c) Company Receipt d) None of the above 12) On which management system function do we look up a customer? a) Add other transaction b) Customer's name or phone number c) Time Entry Report d) Reports

Management System

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