AZ Pipeline
This is the stage all clients enter first
What is New
Commissionable only if paid in full
Daily Metric
1-2-3
100 calls, 2 hours talk time, $3000 in bound premium
This is where you should begin every morning to review and manage your assigned alerts.
What is the Alerts Portal (Alerts Hub)
According to our workflow, the producer owns the client for this many days after the sale.
What is 30 days?
This must be turned back on if a client responds via text or email
What is Automation
This is the "Sold Date" of the policy
What is binding date
Premium expected from producers starting Aug 20
What is $40,000 in Farmers
According to our standards, if your name is on an alert, you own it until this happens.
What is until it's resolved?
This phrase describes our goal of making sure the customer never feels a handoff between Sales and Service.
What is "One Customer. One Experience."?
The exception to the New stage
What is Win Back Leads and Ever Quote leads
No Notes Rule
What is If “Conversation Notes” are not left in Agency Zoom, the lead becomes open to all agents ("Free Game").
What we use to measure daily effort
What us Daily tracker or Daily reporting
If it isn't documented, ______________________ (Fill in the rest of the statement)
What is it didn't happen
During the sales onboarding process, this is the minimum number of follow-up attempts required.
What are 3 calls, 3 texts, and 3 emails?
What is 2 Business days
When a policy gets a chargeback
What is if it is flat cancelled in first 30 days
Think ____, not policy
What is Household
True or False: An alert can be cleared simply because you made contact with the customer.
What is False? (An alert is only cleared after a resolution.)
The difference between leaving a note and setting a task
What is does it require follow up
This is what your Pipeline should tell
What is The Truth
When a broker rewrite is commissionable
What is when the carrier has issued the cancellation
This protects our process, standards, and our client experience
What is Following SOP's
To officially resolve an alert, these four things must all be completed.
What are:
What the customer should never feel
What is the handoff