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Official Course
Description: MCCCD Approval: 12-10-02 |
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CSR205
2003 Spring – 2009 Summer I |
L+L |
3.0 Credit(s) |
4.0 Period(s) |
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Automobile
Insurance Provisions |
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Reciprocal
Inter-Insurance Exchange member customer service provisions. Emphasis upon
underwriting concerns, partnership sales practices, and document viewing
software usage. Covers policy issuance procedures, call center telephone
system operation details, and active service representative observation. Also
includes parent company versus subsidiary relationships. Prerequisites: None. |
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Go to Competencies Go to Outline
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MCCCD
Official Course Competencies: |
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CSR205 2003
Spring – 2009 Summer I |
Automobile Insurance Provisions |
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1.
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Describe the parent company subsidiary relationship. (I) |
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2.
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Explain partnership sales practices. (II) |
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3.
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Write an insurance policy. (III) |
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4.
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Review representative and customer interaction. (IV) |
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5.
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Identify fundamental underwriting considerations. (V) |
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6.
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Explain specific underwriting risk concerns. (VI) |
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7.
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Use computer software that allows for the viewing of
print- based documents in an electronic format. (VII) |
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8.
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Define terms associated with call center telephone system
operations. (VIII) |
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9.
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Integrate computer workstation and telephone system
operations. (VIII) |
Go to Description Go to top of
Competencies
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MCCCD
Official Course Outline: |
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CSR205 2003
Spring – 2009 Summer I |
Automobile Insurance Provisions |
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I. Insurance
Parent/Subsidiary Relationship A. Definition B. Relationship Structure C. Referral Procedures 1. Non-Standard Business 2. Jurisdictional
Exceptions II. Partnership Sales A. Conceptual Framework B. Process C. Application III. Post-Quotation Policy
Issuance A. Initiation B. Record Review C. Issuance D. Documentation Procedures
IV. Agent Monitoring
Procedures A. Agent Assignation B. Specific Operation
Observation 1. Eligibility
Determination 2. Vehicle / Operator
Information Capture 3. Underwriting Procedures 4. Coverage Explanation C. Observation Discussion V. Underwriting
Fundamentals A. Purpose B. Resource Instruments C. Risk Classification D. Rate Factors E. Flow-thru Considerations
VI. Risk Concerns A. Risk Acceptability 1. Operator 2. Vehicle 3. Registration 4. Location 5. Usage B. Rate codes C. Custody Requirements D. Privacy Protection Act VII. Document Viewing
Software A. Component Identification
B. Software Activation C. Program Navigation VIII. Work Systems
Integration A. Work Station Operations B. Telephone System
Operation Definitions C. Telephone System
Operations D. Integration Procedures |
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