CMC Client Needs Assessment & Counseling 3

Question 1

A client has a collection of original oil paintings valued at over $50,000. What should the CMC recommend?

Accepted Answer

Recommend custom crating and advise the client to obtain fine-art rider insurance

Answer

High-value artwork requires custom crating and separate fine-art insurance coverage beyond standard carrier liability.

Question 2

When conducting a virtual survey versus an in-home survey, what is the consultant's primary obligation?

Accepted Answer

Disclose to the client that a virtual survey may be less accurate and could result in estimate revisions

Answer

Clients must be informed that virtual surveys carry higher risk of estimate inaccuracy due to limited visibility of access and item details.

Question 3

A client reports that their condo building requires a Certificate of Insurance (COI) naming the building as additional insured. What is the CMC's role?

Accepted Answer

Coordinate with the company's insurance department to issue the COI before move day

Answer

Obtaining and providing building-required COIs is a standard CMC coordination task to ensure move-day access.

Question 4

A client states they have already donated most of their belongings and only have 10 boxes remaining. The consultant's job is to:

Accepted Answer

Verify the scope through a survey to ensure accurate pricing and resource allocation

Answer

Even small moves require accurate surveys to allocate proper truck size, labor, and time without over- or under-quoting.

Question 5

During the needs assessment, the client asks whether they should tip the movers. How should the CMC respond?

Accepted Answer

Explain that tipping is entirely optional and at the client's discretion based on service quality

Answer

Tipping is customary but voluntary; the consultant should explain this neutrally without pressuring the client.

(CMC) Certified Moving Consultant Practice Test

(CMC) Certified Moving Consultant Practice Test

CMC Client Needs Assessment & Counseling 3