P&C
Company Knowhow
Á la Carte
Sales Skills
TI/TP
5

SafeLease's commercial P&C insurance is built exclusively for this type of property.

Self-storage facilities

5

The ROE says a prospect is eligible to be placed in a BDR's name if... (2 part)

30 days since last Sales Activity

NO OPEN OPPS

5

If toggled on, Nooks can auto-rotate a BDR's phone number after this many calls.

60

5

A prospect says their current insurer already covers them fine. Name two of SafeLease's key differentiators you would use to counter this objection.

Any of: location-based deductibles, 15–20% savings via direct model, sale & disposal liability, in-house claims, 18-month business income, CAT zone coverage, bundling discounts. 

(Ali Decides)

5

SafeLease's Tenant Protection program helps storage owners protect tenants AND do what else?

Generate revenue / Profit in the process / Secure the bag 

10

SafeLease's direct-to-customer model eliminates broker commissions, saving customers approximately this percentage on premiums.

15-20%

10

What does REIT stand for.

Real Estate Investment Trust

10

Will Balaam uses a different last name on his calls, he shares this name with another BDR.

Ross

10

Name one of each: A state we don't write P&C in, and an FMS we can't integrate with.

West Virginia, Hawaii, Alaska, Louisiana...


10

SafeLease Tenant Protection ensures that all tenants at a facility meet this requirement.

Have Insurance

15

SafeLease keeps all insurance functions, underwriting, quoting, risk sharing, servicing, and claims, under one roof. This model is called what?

End-to-End ownership

15

SafeLease's commercial P&C insurance is backed by this carrier, which holds an ______ _______ rating.

Obsidian 

-A Excellent

15

SafeLease CEO Steven Stein received his Bachelor of Business Administration from The University of Texas at Austin, he also played this instrument in conservatory.

The Piano

15

This term describes the net revenue a self-storage owner keeps after expenses, a key metric SafeLease helps improve by combining lower insurance costs with Tenant Protection revenue.

NOI 

Net Operating Income

15

According to SafeLease data, up to this percentage of tenants at participating facilities enroll in the Tenant Protection program.

92%

25

Unlike competitors that apply a deductible per building, SafeLease applies deductibles this way, saving customers significantly after a multi-building storm event.

Per Location

25

If a BDR wants to merge two accounts, they must submit a request with this mystic order within SafeLease.

Revenue Operations 

25

Account Executive Parker Vandetta lives in Oregon but hails from this city in Utah. 


Park City
25

When bundling P&C insurance with Tenant Protection, operators receive this percentage discount on their P&C premium.

5%

25

SafeLease AutoProtect automatically enrolls tenants who lack proof of private insurance into a... 

Minimum Coverage Plan

35

SafeLease P&C policies include this storage-specific liability coverage (up to $1M) that most general commercial policies do not offer.

Sale and Disposal Legal Liability

35

If two facilities are on opposite sides of a road, are they considered one location or two?

SafeLease handles this as either a single location or two separate locations, depending on the owner's preference.

35

Per the barking in the back of team meetings, Ali has a dog. What is Ali's dog named?

Josie

35
SafeLease bases its Square Foot pricing based on this...

Geographical Zip Code

35

The SafeLease Tenant Protection Dashboard shows three key facility data sections to owner/operators. Revenue/Unit Details and Reporting are two. What is the third?

Claims

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