powered by
Center for Curriculum and Transfer Articulation
Auto Insurance Quotes and Accounting
Course: CSR249

First Term: 2018 Fall
 Lec + Lab   3 Credit(s)   5 Period(s)   5 Load  
Subject Type: Occupational
Load Formula: T Lab Load


Description: Procedures for providing auto insurance quotes and completing account billings and payments. Covers tools for investigating rate changes as well as procedures for modifying account vehicles and driver information. Also includes account research and customer response techniques



MCCCD Official Course Competencies
1. Provide a basic insurance quote. (I)
2. Use system tools to investigate and respond to rate changes. (I)
3. Use system tools to rate a driver. (I, II)
4. Demonstrate procedures for changing vehicle status on a policy. (II)
5. Complete motor home policy services. (II)
6. Demonstrate procedures for adding a driver to a policy. (II)
7. Demonstrate procedures for removing a driver from a policy. (II)
8. Explain re-rate policy procedures. (II)
9. Respond to questions regarding accidents and violations and their effect on policies. (II)
10. Research and explain account discounts and dividends. (II)
11. Retrieve billing information. (III)
12. Research and respond to billing questions. (III)
13. Explain billing procedures. (III)
14. Describe payment options. (IV)
15. Demonstrate procedures to set up advance payments. (IV)
16. Complete payment procedures. (IV)
17. Demonstrate procedures to research an account. (IV)
MCCCD Official Course Competencies must be coordinated with the content outline so that each major point in the outline serves one or more competencies. MCCCD faculty retains authority in determining the pedagogical approach, methodology, content sequencing, and assessment metrics for student work. Please see individual course syllabi for additional information, including specific course requirements.
 
MCCCD Official Course Outline
I. Rates
   A. Criteria
      1. Vehicles
      2. Drivers
   B. Procedures
      1. Vehicles
      2. Drivers
   C. Quotes
      1. Criteria
      2. Research
      3. Procedures
   D. Changes
      1. Criteria
      2. Questions
      3. Procedures
   E. System Tools
      1. Types
      2. Use
II. Policy Procedures
   A. Vehicles
      1. Replacing
      2. Adding
      3. Removing
   B. Motor Homes
      1. Adding
      2. Content Coverage
      3. Rating
   C. Drivers
      1. Adding
      2. Removing
   D. Re-Rates
   E. Account Changes
      1. Personal Information
      2. Accidents
      3. Violations
   F. Discounts
      1. Types
      2. Criteria
   G. Dividends
      1. Types
      2. Use
III. Billing
   A. Description
   B. Procedures
      1. Retrieval
      2. Research
      3. Response
   C. Tools
IV. Payments
   A. Policies
      1. NonPending Cancellation
      2. Pending Cancellation
      3. Qualification
   B. Types of Payments
      1. Credit Card
      2. Auto Pay
      3. Check
      4. Cash/Money Order
      5. Home Banking
   C. Procedures
      1. Payment Options
      2. Extensions
      3. Advance Payments
      4. Apply Payment
      5. Research
   D. Tools
      1. Payment
      2. Query
      3. Auto Pay
      4. Member
      5. Web Documents
   E. Calculations
 
MCCCD Governing Board Approval Date:  10/27/2009

All information published is subject to change without notice. Every effort has been made to ensure the accuracy of information presented, but based on the dynamic nature of the curricular process, course and program information is subject to change in order to reflect the most current information available.