STUDY GUIDE 2025/2026 ACCURATE QUESTIONS
AND VERIFIED CORRECT SOLUTIONS WITH
RATIONALES || 100% GUARANTEED PASS
<LATEST VERSION>
1. Supporting information under an Account (11) - ANSWER ✓ 1. Summary
Contacts
Location
Participants
Transactions
Submission Manager
Policies and UW files
Documents
History
Notes
Related Accounts
2. Types of Policy Transactions (6) - ANSWER ✓ 1. Submission
2. Change
3. Renew
4. Cancelled
5. Rewritten
6. Reinstated
3. Jobs can be started in 3 ways - ANSWER ✓ 1. By users through Actions
menu
2. External systems through API's
3. PC batch processes
4. What are Coverage Terms - ANSWER ✓ A value that further defines a
specific coverage (Deductible and Limit)
5. Coverage can have 0, 1, or multiple terms attached
,6. List of Policy Lines (8) - ANSWER ✓ 1. Personal Auto
2. Commercial Auto
3. General Liability
4. Homeowners
5. Business Owners
6. Inland Marine
7. Commercial Property
8. Worker's Comp
7. Policy File Contains (4) - ANSWER ✓ 1. Contact
2. Location
3. Form
4. Policy (contains coverages, coverables, coverage terms, and premium)
8. What is a product model? - ANSWER ✓ How a product is configured -
What LOB's are required? What coverages can you add to each LOB?
A product appears when you are in a "New Submission" screen in PC
9. Configured in Product Designer
10.Ex. Commercial Package, Commercial Property
11.What are clauses? - ANSWER ✓ Coverages, Exclusions, and Conditions
12.A Policy Line contains: (5) - ANSWER ✓ 1. Exclusions
2. Conditions
3. Modifiers
4. Coverage
5. Forms
13.PC areas of configuration - ANSWER ✓ 1. Product/Data model
2. Application Logic
3. UI
4. Integrations
Also split into:
1. Products
2. Processes
,3. Content
14.User Story Card themes (6) - ANSWER ✓ 1. Product Model
2. Quote Application
4. Policy Change
5. Renewal
6. Cancel/Reinstate/Rewrite
7. Administration
15.Why is it important for the BA to know the base configuration? - ANSWER
✓ 1. To identify where change needs to happen
2. Effectively document requirement, including UI mockups
3. Justify every change that requires configuration
4. Demonstrate PC configuration to stakeholders
16.External systems PC can be integrated with (8) - ANSWER ✓ 1. Broker
Management System
2. Customer Communication System
3. Reporting System
4. Esignature system
5. Document Production
6. Contact Management
8. Rating Engine System
9. Authentication
17.Ways PC interacts with BC - ANSWER ✓ 1. Producer setup
2. Account Management
3. Policy Transactions and billing instructions
4. Renewal on payment received
5. Cancellation for non-payment
6. Billing status
18.Examples of PC functional requirements (6) - ANSWER ✓ 1. Product -
coverages and coverage terms
2. Rating - Costs for coverages
3. UI - screens and fields
4. UW issues - business rules within business framework
5. Validation rules - screen edits within the business rules framework
, 6. Roles and Permissions - collection of granular tasks in PC mapped to a
job function or title
19.BA challenges with documenting functional requirements (7) - ANSWER ✓
1. Identifying and defining the business requirement
2. Taking a business requirement to the feature level
3. Breaking down features into user stories
4. Prioritizing and Planning user stories
5. Analyzing "what if" scenarios or edge case management
6. Identifying impacts to other systems
7. Writing testable requirements
20.Best practices in documenting functional requirements (5) - ANSWER ✓ 1.
Create testable requirements
2. Never document a requirement in more than 1 place
3. Document only what you want the system to do (not what you don't want)
4. Keep track of all stories associated with a feature
5. Always review a requirement with the team prior to implementation
21.Where can you design a Coverage pattern, or a Coverage template -
ANSWER ✓ Product Designer
22.Things to consider when gathering requirements for coverages (6) -
ANSWER ✓ 1. What is the coverable?
2. In what category is the coverage?
3. Where is the coverage available?
4. Does the coverage exist on the policy?
5. Is the coverage automatically added, manually added, or can it be
defined?
6. What are the terms of the coverage?
23.Color codes in sotry cards - ANSWER ✓ Dark Green - Coverage attributes
Light Green - Coverage Term Attributes
Lightest green - Coverage Term Option attributes
24.What is a category? - ANSWER ✓ A group of coverage patterns, exclusion
patterns, and/or condition patterns. A category groups them for the UI
25.Ways Question sets can be used (6) - ANSWER ✓ 1. Pre Qualification