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Core Knowledge about Insurances!

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Friendsurance Quiz Part IV: Insurance Basics

Friendsurance Quiz Part IV: Insurance Basics

Questão 1 de 13

1

What is the difference between an Insurance broker (Versicherungsmakler) and an Insurance agent (Versicherungsvertreter)?

Selecione uma das seguintes:

  • There is no difference.

  • An insurance agent works for a specific insurance company, while an insurance broker offers a variety of insurance policies from different insurance companies.

  • Insurance brokers only mediate property insurance, while insurance agent mediate life insurances.

Explicação

Questão 2 de 13

1

What is the Admin Tool used for primarily?

Selecione uma ou mais das seguintes:

  • To collect and save contact information’s of partners

  • It is a marketing tool to analyze and evaluate customers activity

  • The insurance companies and the current procedure (upgrade/cross selling) are being stored here

Explicação

Questão 3 de 13

1

If it says „Anbindung über Pool“ for i.e. Alte Leipziger in the AT, does that mean we only serve them via a pool?

Selecione uma das seguintes:

  • No

  • Yes

  • Maybe

  • It is possible that we do household, liability insurance directly with Alte Leipziger, while the other segments, such as life and health insurance, is being dealt with via pools. So just because it says „Anbindung über Pool" does not need to mean just pools.

Explicação

Questão 4 de 13

1

What does „Korrespondenzmakler“ mean?

Selecione uma das seguintes:

  • We have a special cooperation with the insurance company, i.e. they pay us higher provision.

  • We have no cooperation with them, but still serve their customers on a free basis (no commission).

  • It’s the same as insurance broker or tight agent.

Explicação

Questão 5 de 13

1

If it says „keine Anbindung“ what does that exactly mean? (Especially for Support)

Selecione uma ou mais das seguintes:

  • They cancelled our „Courtagezusage“ (contract).

  • We have a cooperation with them.

  • We have no cooperation with them at all and we act as an „Korrespondenzmakler“.

Explicação

Questão 6 de 13

1

What do we mean when we say „upgrade“?

Selecione uma das seguintes:

  • We cancel the customer's contract.

  • The customer finalizes more than just one contract with Friendsurance.

  • We adjust the deductible of an existing contract, so that the premium difference can become a cash back for the customer.

Explicação

Questão 7 de 13

1

What do we mean when we say „cross-selling“?

Selecione uma das seguintes:

  • We put the customer in a policy with a deductible.

  • The customer already possesses an insurance policy and does not need any further handling.

  • Cross selling generally means selling additional contracts to an existing customer, e.g. to make sure the customer has insurance contracts where they can get a cash back. But it can also mean that his/her existing insurance tariff does not support our claim-free-bonus (schabo) and therefore we need to transfer him/her to another insurance carrier which offers the bonus.

Explicação

Questão 8 de 13

1

What is a „Maklerbetreuer“ (Broker support)?

Selecione uma das seguintes:

  • A person provided by the insurance company to support insurance brokers

  • An online platform where insurance brokers can ask questions (FAQ)

  • A cooperation partner of Friendsurance

Explicação

Questão 9 de 13

1

What is meant by „Bestandsübertragung“?

Selecione uma das seguintes:

  • New insurance tariffs that are being published yearly by insurance companies.

  • It’s a function in the Admin Tool.

  • A customer switches from his/her old broker to Friendsurance, so that Friendsurance becomes the broker and is registered as such by the insurance company.

Explicação

Questão 10 de 13

1

How many cooperation partners does Friendsurance have?

Selecione uma das seguintes:

  • More than 4

  • More than 70

  • More than 27

Explicação

Questão 11 de 13

1

What are the only insurance segments (Admin-Tool) where Support asks directly for a „Bestandsübertragung“?

Selecione uma das seguintes:

  • All property insurances

  • Life,- and health insurance

  • Household, Liability insurance and legal insurance

Explicação

Questão 12 de 13

1

What broker pools do we have a cooperation with?

Selecione uma das seguintes:

  • PMA, Blau Direkt, Fond Finanz and Jung, DMS & Cie

  • PMA, Blau Direkt, Aurora and Maxpool

  • PMA, Blau Direkt, Maxpool and Fond Finance

Explicação

Questão 13 de 13

1

What company do we have an agreement with concerning the electronic signature?

Selecione uma das seguintes:

  • Is2 “insign”.

  • SignoTec

  • DocuSign

Explicação

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