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Content Navigator Challenge

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Content Navigator Challenge

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About this activity

Test your knowledge of document navigation skills!

Created by

Kelly
Kelly
United States
This game is a version of Content Navigator Challenge

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Content Navigator Challenge
 

Content Navigator ChallengeOnline version

Test your knowledge of document navigation skills!

by Kelly
1

What document shows the risk class?

2

Which document(s) allow you to see who the beneficiary is?

Choose one or more answers

3

What document identifies who we’re allowed to share policy information with?

4

Where can you find what riders the policy has?

5

What is the first step to renaming a document in Content Navigator?

6

Which line do you type the policy number in?

7

Where can you find the reduced paid up values?

8

What document shows how much loan interest is owed?

9

Which document contains details about a returned premium payment when a customer asks?

10

Which option do you select to sort the rows alphabetically?

Feedback

To find the current beneficiary, check for the most recent document labeled ‘BENEFICIARY.’ If no such document exists, open the original application to see who was listed as the beneficiary at the time the policy was issued.

A fast way to find documents in alphabetical order is to click on the ‘Document Type’ column header. For example, if you’re searching for the most recent beneficiary document, clicking ‘Document Type’ will sort all items alphabetically, making it easier to quickly locate all documents starting with the letter “B.”

 
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