File Naming Quiz
For each correct answer, you will get 5 points.
Student Name
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First Name
Last Name
1. What is the correct formula for naming documents according to the training material?
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Agent Name, Carrier Name, State/Year, Document Name, Date or exp Date
Document Name, Agent Name, Date
Date, Agent Name, Document Name, State/Year
Carrier Name, Document Name, Agent Name, Date
2. Which of these is a correct example of a document naming format?
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Santos Michael 5-4-17 United Healthcare Contract
Michael Santos United Healthcare Contract 5-4-17
United Healthcare Contract Michael Santos 5-4-17
5-4-17 Michael Santos United Healthcare Contract
3. What should you do if you are unsure about how to name a document?
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Guess a name
Use a generic name
Ask for clarification
Leave it unnamed
4. Which component is NOT included in the naming formula if not applicable?
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Carrier Name
Document Expiration
All of These
State or Year
5. Using a specific naming convention is not of value when it comes to helping my team easily identify a document that has been saved to an agent file.
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Never True
Sometimes True
Often True
Always True
6. Which document requires adding 'exp' at the end in its name?
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License renewal receipt
E&O Certificate
Termination Letter
Direct Deposit Form
7. What should you do if the Carrier Name is not applicable?
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Write N/A in that position
Omit it from the name entirely
Replace it with "None"
None of the These
8. What is not an example of a file/document you might receive?
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A coupon for 50% off
A license
A training certificate
All of These
9. For which document is an expiration date specifically added?
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Direct Deposit Form
Voided Check
AHIP Receipt
TX License
10. What should be included in the name of a document if relevant?
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Agent's birthday
Document creation date
Agent's initials
Agent's NPN
11. If you're unsure how to name a file, what is the immediate action?
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Rename with any names
Save without renaming
All of These
Ask before saving
12. If I come across a document in an agent file that has been improperly named by someone else, I should take a moment to name the file the way that it should be named.
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Yes, rename the file
No, leave it alone
No, advise the person who saved the file to fix it
Yes, or No. Either is fine because it doesn't really matter
13. What naming component is variable based on availability?
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Carrier Name
All of These
Document Name
Agent Name
14. On March 21, Daisy Douglas sent in a copy of her renewed E&O Certificate which now expires on April 1, 2026. The file was named "Daisy Douglas E&O 3-21-25. Do you need to rename this file or is it formatted properly?
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Rename the file
It is formatted properly
15. Where might files already be named, but require renaming according to the formula?
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Received via upload form
Downloaded from internet
Received via mail attachment
All of These
16. Which example does not correctly follow the naming formula?
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TSS Jessica Carter Direct Deposit Form 5-3-21
All of These Correctly Follow the Naming Formula
Lesly Angulo 2018 AHIP Certificate 4-5-2022
Cherissa Isom E&O Certificate exp 6-30-18
17. On a scale of 1-5, how important is it to properly name all files?
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Critically Important
Very Important
Somewhat Important
Not Important
18. When applicable, which format is correct when adding the expiration date at the end of the file name?
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DD-MM-YYYY
YYYY/MM/DD
exp DD-MM-YY
exp MM-DD-YYYY
19. When everyone uses the required naming convention, will it ensure that all files are named exactly the same way every time?
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Yes, if files are properly named using the formula provided, they will always be named exactly the same. This is why we must follow this guidance every time.
No, even when following the formula provided, there will be slight differences in file names, but they will be close enough to assist us in identifying files as needed.
No, the file names will always be different even when following the formula provided so using the provided formula isn't that important.
Yes, for the most part, file names will be exactly the same regardless of who names them, so long as the provided formula is used to properly name the file.
20. Kitty Hollow is an agent and she submits her GTL contract for processing. The file she sent is currently named GTL Paperwork-Kitty H. How would you name this file when saving it to the agent file?
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Kitty H Contract-GTL 7-28-25
Kitty Hollow GTL Contract 7-28-2025
GTL Contract Kitty Hollow 7-28-2025
Hollow, Kitty-GTL_7282025
Total point is
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