What must the insured verify when doing a policy lookup?

• A. Policy number only
• B. Date of Loss
• C. Name, address on policy, and year, make, model of vehicle
• D. Garage address

Answer: (C)

Verifying identity and policy details is essential when doing a policy lookup. You confirm the insured’s name as it appears on the policy, the address on file, and the vehicle details (year, make, and model) to ensure you pull up the correct policy. These three pieces work together to uniquely identify the policy because the combination of name, address, and vehicle distinguishes one policy from another. The date of loss isn’t used to locate a policy—it’s information tied to a claim after it’s filed. The garage address isn’t part of the lookup and won’t help verify the right policy. By confirming the exact name on the policy, the current address, and the vehicle details, you reduce the risk of pulling up the wrong file and keep customer information secure while ensuring the right coverage is referenced.