TOOLS CONFIGURATION ASSESSMENT PART 1

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Question 1 of 6

1. Question
What is Insurance Pro?
- is a platform designed for insurance agencies and brokers to manage their operations more efficiently. It typically includes features like policy management, CRM, claims processing, billing, document management, reporting, and analytics.
- is not a platform designed for insurance agencies and brokers to manage their operations efficiently. It does not include features like policy management, CRM, claims processing, billing, document management, reporting, or analytics.
Question 2 of 6

2. Question
What option should we click to upload client-sent documents?
- PDF
- Documents
- Forms
- PDF & Documents
- Forms & Documents
Question 3 of 6

3. Question
In Insurance Pro, how can notes be saved?
- There is no "Add new Note" option to select.
- After selecting "Add new Note," click "yes" to confirm that you want to save it.
- Clicking "yes" does not save the note; it deletes it instead.
- You don't need to confirm anything after selecting "Add new Note."
Question 4 of 6

4. Question
What is the use of Roboform?
- It cannot automate logins or fill out forms with personal information.
- It is not a password manager and does not store or manage passwords securely.
- Instead of securely storing data, it exposes personal information to potential security risks.
- is a password manager and form-filling tool that securely stores and manages passwords, automates logins, and fills out forms with personal information.
Question 5 of 6

5. Question
How can I add Roboform to your Chrome browser as an extension?
- Logging in with your RoboForm account does not enable the extension to manage passwords or fill out forms.
- Open Chrome, visit the RoboForm extension page on the Chrome Web Store, click "Add to Chrome," confirm the installation, and log in with your RoboForm account. The extension will then be ready to manage passwords and fill out forms.
- There is no "Add to Chrome" button to click, and installation cannot be confirmed.
- Logging in with your RoboForm account does not enable the extension to manage passwords or fill out forms.
Question 6 of 6

6. Question
Why is a one-time password required for Roboform?
- Preventing unauthorized access
- Securing account recovery
- Mitigating phishing attacks by requiring a time-limited code in addition to your password
- All of the above

TOOLS CONFIGURATION

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