STATE FARM ESTIMATICS EXAM EXAM
PREPARATION PACK 2026 KEY CONCEPTS
AND REVISION NOTES
◉ What part of the MVR shows any driving offenses recieved for a
violation such as a suspension or revocation?
Answer: License status
◉ What action should be taken if the Motor Vehicle Report displays
the message "MVR status clear"?
Answer: Identify the license status and expiration date and note the
violations to be entered in the quote/application
◉ Where does the Customer Underwriting Index(CUI) consolidate
info from?
Answer: The Insurance Risk score, the Loss History Report, and the
previous insurer report
◉ What does a Motor vehicle record(MVR) provide?
Answer: Provides license details, moving violations, and police
reported accidents
◉ How many vehicles can be quoted in an integrated auto?
, Answer: 4
◉ Which of the following changes would be covered by a policy
change?
Answer: The policyholder would like to add a new vehicle along with
a new driver to the household
◉ All of the following are important elements regarding auto policy
changes except:
Answer: Changes in household drivers may affect driver
assignments
◉ Mary has purchased a 2019 toyota camry that will replace her
2009 Honda Civic. To complete this change you will:
Answer: Complete a policy transaction in NECHO
◉ When a policyholder calls after having an accident, which of the
following questions can an agent's office answer?
Answer: Questions on whether the policy holder is covered
◉ When can an agent use Agent's Draft Authority?
Answer: Agents can use ADA when the total amount for any one
occurence does not exceed the authority available under ADA, and
all other requirements are met.
PREPARATION PACK 2026 KEY CONCEPTS
AND REVISION NOTES
◉ What part of the MVR shows any driving offenses recieved for a
violation such as a suspension or revocation?
Answer: License status
◉ What action should be taken if the Motor Vehicle Report displays
the message "MVR status clear"?
Answer: Identify the license status and expiration date and note the
violations to be entered in the quote/application
◉ Where does the Customer Underwriting Index(CUI) consolidate
info from?
Answer: The Insurance Risk score, the Loss History Report, and the
previous insurer report
◉ What does a Motor vehicle record(MVR) provide?
Answer: Provides license details, moving violations, and police
reported accidents
◉ How many vehicles can be quoted in an integrated auto?
, Answer: 4
◉ Which of the following changes would be covered by a policy
change?
Answer: The policyholder would like to add a new vehicle along with
a new driver to the household
◉ All of the following are important elements regarding auto policy
changes except:
Answer: Changes in household drivers may affect driver
assignments
◉ Mary has purchased a 2019 toyota camry that will replace her
2009 Honda Civic. To complete this change you will:
Answer: Complete a policy transaction in NECHO
◉ When a policyholder calls after having an accident, which of the
following questions can an agent's office answer?
Answer: Questions on whether the policy holder is covered
◉ When can an agent use Agent's Draft Authority?
Answer: Agents can use ADA when the total amount for any one
occurence does not exceed the authority available under ADA, and
all other requirements are met.
