Client Connect
What is the first thing you do in Client Connect?
Search for the Customer
What question do you ask about any prior motor vehicle incidents?
Have you had any accidents, violations, or comprehensive losses in the last 5 years.
What two coverages do not affect your down payment? Why?
Roadside Assistance and Auto Protection Plan
Because they get a 30 day free look.
Who is a rated driver?
Anyone that will be driving the vehicle and not listed on their own policy.
Where would you look to find vehicles that are considered an unacceptable risk?
Product Guide
What buttons/links can you select to add someone to Client Connect that doesn't exist in that system yet?
New customer or here
What form of payment can we take for a down payment?
Credit/Debit card
What state is Total Protection Plan available?
Alabama
Anyone age 14-16 that does not have a permit or license.
What button do you push if the vehicle is kept at a different address than the mailing address?
Garaging Address button
What button do you click to prevent someone from getting calls? Or you can also change it if they agree to get calls.
C2C button and/or DNS button
What page asks about prior insurance coverage?
Underwriting
What coverage allows you to speak with a licensed healthcare provider with $0 consultation fee?
Telemedicine
An excluded driver will not affect the named insured's price for their policy? True or False? And you can exclude drivers in every state... true or false?
False - They can be charged a surcharge for each individual that is excluded.
False - there are some states that you cannot exclude anyone in the household. KY is an example of this.
How do you add the bank or financial institution who is financing an automobile?
Edit Loss Payee
What button do you click to add a quote or policy number or important information after you have hung up with your customer?
Notes
What are the qualifications for the Good Student discount?
16-24 age, GPA of 3.0 or better, full time student
What two coverages can only be added at start and renewal.
Roadside assistance and Auto Protection Plan
No longer licensed or never licensed due to medical issue, or surrendered license and will never drive again.
What 3 questions do you need to ask if they are requesting a named non-owner policy?
Do you own a vehicle?
Does anyone in your household own a vehicle?
Do you have regular access to a vehicle?
What button do you select to add plan and media codes, for a customer that is already in the system, so you can insure you are writing under the correct codes?
New opportunity
Who do we need to add to every policy?
Anyone in the household 14 or older
What coverages offers Hospital Indemnity and how much does it pay and for how long?
Auto Protection Plan, $125 a day, up to 365 days
What are the two states that you can list other insurance for someone under 21?
Oregon 18+ Virginia 15+
Which states allow TNC (Uber/Lift) and what do you need to select on the vehicle screen?
North Carolina, Virginia, Ohio, Tennesee, Arizona (certain policies) Maryland (some zip codes)
Under Vehicle Usage: TNC