Survey Maker Survey Templates Contact Privacy & Security

CSI Procedures Knowledge Quiz

A professional and engaging image depicting a person interacting with digital screens showcasing insurance policies and guidelines related to customer service and notes management.

CSI Procedures Knowledge Quiz

Test your knowledge of the CSI procedures with this engaging quiz designed for our team members! Answer questions related to policy verification, member management, and note-taking protocols.

Improve your understanding of the processes by:

Assessing your comprehension of important guidelines
Identifying key procedures relevant to your role
Enhancing your skills for better performance

11 Questions3 MinutesCreated by EngagingGuide517

Name:

(Multiple Choice) What if the system goes down when leaving notes according to the CSI procedures?

If the note cannot be entered due to a system issue, it should be entered within 24 hours from when the system is available.

If the note cannot be entered due to a system issue, it should be entered within 48 hours from when the system is available.

Leave notes in a processing document like Microsoft Word or One Note

In which section of the Notes Box is suggested to leave updates or clarifications about notes left by accident in the wrong policy of a member?

Summary

New Task Notes

Inquiry

View History

At what moment of a process of policy verification is possible to see a HIPAA box pop up regarding information about beneficiaries or personal representatives?

When loading a policy

When clicking on the Members collapsible that shows the users, on the Eligibility Button

Never

When checking Demographics Search in Member Finder

The column shown above illustrates:

The codes differentiating the benefits on every specific policy

The codes differentiating the members from each other

The codes differentiating the policies per member

Which of the LOB's listed below are allowed within our direct management:

Mid-West National Life Insurance Company

The Chesapeake Life Insurance Company

Mid-West International Life Insurance Company

Chesapeake Life insurance Surebridge Companion

Since we cannot suspend an account because a customer cannot afford to pay the premium, which option can we offer to the customer?

Changing to Direct Monthly Bill

Terminating the policy (customer has 60 days to reinstate policy)

Decreasing benefits to reduce premium quarterly

None of the above

Which option is not listed in the hamburger menu in the member portal?

Inquiries

Claims

Coverage

Help

Under the notes section in FACETS, what information is located under the "Primary" blank?

Main Subscriber Name

Main Subscriber name and last name

Agent's ID

Subscriber ID

If a request for ID cards or policy pages is received from a member who does not have access to the internet, or cannot login after registration...

Create a CSI to request to have these items mailed to the member.

Create a CSI to request to inform a remotely Log In was performed by the agent.

Do arrears (amount overdue) payments auto draft/charge same night when unsuspended or reinstated if before their scheduled bill date?

YES

NOT

{"name":"CSI Procedures Knowledge Quiz", "url":"https://www.supersurvey.com/QPREVIEW","txt":"Test your knowledge of the CSI procedures with this engaging quiz designed for our team members! Answer questions related to policy verification, member management, and note-taking protocols.Improve your understanding of the processes by:Assessing your comprehension of important guidelinesIdentifying key procedures relevant to your roleEnhancing your skills for better performance","img":"https:/images/course3.png"}