Contact History Management! Trivia Questions Quiz

1. What are examples of departments Contact History may display the Customer's contacts with?

Agencies and Billing

Personal Lines Servicing

Commercial Servicing and Marketing

All of the above

The Contact History department may display the Customer's contacts with Agencies and Billing, Personal Lines Servicing, and Commercial Servicing and Marketing. This means that any interactions or communications the customer has had with these departments will be recorded and can be accessed through the Contact History department.

Explanation

The Contact History department may display the Customer's contacts with Agencies and Billing, Personal Lines Servicing, and Commercial Servicing and Marketing. This means that any interactions or communications the customer has had with these departments will be recorded and can be accessed through the Contact History department.

2. _______________ is back and better than ever. The link has been fixed and upgraded.

Contact History

CAT Center

California Earthquake

Web Forms

The given correct answer is "Contact History." This answer is supported by the statement that "_______________ is back and better than ever." This implies that something was previously not working or not functioning properly, but now it has been fixed and upgraded. The other options provided (CAT Center, California Earthquake, Web Forms) do not fit the context of something being fixed or upgraded. Therefore, "Contact History" is the most appropriate answer.

Explanation

The given correct answer is "Contact History." This answer is supported by the statement that "_______________ is back and better than ever." This implies that something was previously not working or not functioning properly, but now it has been fixed and upgraded. The other options provided (CAT Center, California Earthquake, Web Forms) do not fit the context of something being fixed or upgraded. Therefore, "Contact History" is the most appropriate answer.

3. How can you filter Contact History?

Person

Type of contact

Policy, Account or Claim Number

All of the above

The correct answer is "All of the above." This means that you can filter Contact History by person, type of contact, and policy, account, or claim number. This allows you to search and sort the contact history based on different criteria, making it easier to find specific information or track interactions with different individuals or policies.

Explanation

The correct answer is "All of the above." This means that you can filter Contact History by person, type of contact, and policy, account, or claim number. This allows you to search and sort the contact history based on different criteria, making it easier to find specific information or track interactions with different individuals or policies.

4. If you need to refresh your skills on Contact History, where can you find the five-minute Computer Based Training (CBT) on the web?

In the iDrive Catalog

On the Training & Development page

On the References page

In the CSR Manual

The correct answer is "On the Training & Development page". This is where you can find the five-minute Computer Based Training (CBT) on Contact History. The other options mentioned, such as the iDrive Catalog, References page, and CSR Manual, do not provide the specific training on Contact History. Therefore, the Training & Development page is the most appropriate place to find the CBT.

Explanation

The correct answer is "On the Training & Development page". This is where you can find the five-minute Computer Based Training (CBT) on Contact History. The other options mentioned, such as the iDrive Catalog, References page, and CSR Manual, do not provide the specific training on Contact History. Therefore, the Training & Development page is the most appropriate place to find the CBT.

5. How has Contact History been improved?

It automatically opens when an inquiry call comes in.

All the adjuster’s activity logs on a claim are included in Contact History.

The history displayed is now for anyone listed on the policy (ie: policyholder and drivers).

All of the above.

Contact History has been improved by displaying the history for anyone listed on the policy, including the policyholder and drivers. This means that all the adjuster's activity logs on a claim are included in Contact History for all individuals associated with the policy. This enhancement allows for a more comprehensive view of the interactions and actions taken on a claim, ensuring that all relevant information is easily accessible.

Explanation

Contact History has been improved by displaying the history for anyone listed on the policy, including the policyholder and drivers. This means that all the adjuster's activity logs on a claim are included in Contact History for all individuals associated with the policy. This enhancement allows for a more comprehensive view of the interactions and actions taken on a claim, ensuring that all relevant information is easily accessible.