When is a renewal quote generated on the system?
30 Days
You customer calls in today to schedule a COA for the 27th of August. What would your response be?
Yes I can.
How many days does a customer have from inception to change their payment plan from Lump to instalments
21 Days
Breakdown cover that starts 1/4 mile away from home but only take you to the nearest garage is referred to as?
Roadside
Name the limitations to confirm when a customer opt in for GHC+ on CHC?
Just to make you aware the Guaranteed Hire Car Plus might not be the same as yours in terms of type, value or status ok?
At which point does a customers receive the renewal quote from us?
21 Days before the renewal date
When doing a COV, what is the first action to take on the vehicle screen?
Clear Vehicle
What changes when updating a customers preferred payment date?
APR%
What are the limitations for MLC?
Our legal cover will help you recover any uninsured losses
Where you weren't to blame
So long as a law firm believes there is a 50% chance you will recover them
Name the last three checks on renewal quote before applying a retention discount?
Additional Drivers
Occupation
Mileage
If a customer refuses to provide you with a competitor price at renewal stage, what process would you follow?
No competitor price
Telematics is named DriveSure on which brand?
Churchill
When a customer requests to contribute money towards their monthly premiums, what prompts should be used?
Partial Payments
When a customer decides not to opt in for GHC+ (CHC) what should you inform your customer of?
The courtesy car might not be a similar size or style to your car, ok?
When a customer downgrades from Comprehensive to TPFT, what would you need to inform them of?
This means that we will no longer cover the vehicle for accidental damage and windscreen cover.
When a customer discloses a motoring conviction, select the prompts to use once you have captured the conviction ?
Do you have permission from the third party?
Your excess may increase at renewal?
If a customer states that they are doing volunteer work, what would be the most appropriate vehicle use?
SD&P Excluding commuting
Name two scenarios in which TSU would not be available?
Multiple signatures required & Auth contact adding PH bank details
Name a scenario when you are not required to offer PNCD?
When a customer has less than 4 years NCD.
When a customers competitive quote has a different XS to the renewal quote, which XS should be adjusted to match the Competitive quote?
Voluntary XS
The following prompts: section : "Review Key Policy information" & "Review Policy Details" should only be completed when a customer does have a competitor price?
False
Name the benefits to offer when completing a change of vehicle and swopping main drivers
PNCD/GHC+/Breakdown/Telematics (if banner populates)
When a customer request to change from Single Payment to instalments, what would be deducted from their refund and how long will the refund take?
Refund minus deposit and 3 to 5 working days
When a customer has MLC and GHC+ on their renewal, what should they be offered?
Comp + as they have two out of the three that comes standard with Comp +
Name the checklist for when a customer has not received a renewal documents?
Make/Model
Convictions & Claims
Drivers
XS
Cover and Add-ons