Customer authentication/verification
Customers must provide their first and last name plus two of these in order to be considered Standard Verified
Note: Full address is required. A typical address will include a street address, city, state, and ZIP code. It may also include an apartment building, unit, or floor number.
The criteria for reading this disclosure are: If a customer requests a quote for a different state, then the one they are calling from
In the event of a warm transfer to the CCC from another CCC area or State Farm department
If a customer requests to hear the disclosure again
What is Consumer Notification
When taking an EFT payment a specialist must ask this
What is if the checking/savings account was a business or personal account
Some states require this to be sent when SF deems a customer ineligible
What is Declination Letter
This information about a customer is found in the At a Glance section of the customer’s account page under Special Handling
What is Protected Person indicator
All calls that require a customer search in ECRM and if a customer search is required to find the agent phone number this is required
What is Standard Verification
On each call you receive or that is transferred to you since the potential exists for licensed specialists to collect new information about a customer on every call. This disclosure must be read
What is Do Not Share
Must be done prior to sending documentation to a customer
What is confirm email address (gain consent)
This state require that this form be provided to the customer when completing an application
What is Texas and Texas Credit Disclosure
A specialist must ask the customers permission to do this before processing
What is ask permission to process the payment
If a customer has a fire-only insurance household and is calling to obtain auto insurance, you only need to do
What is Standard Verification
The non-verbatim disclosure must be provided just prior to accepting funds via phone to fund a policy.
What is Notice of Privacy Policy
This is consider inappropriately disclosing of SPI or NPI if stated on a call
What is DOB, DL, SSN, credit/debit, financial number, or email address
This state requires written disclosure informing new auto applicants on how premiums are adjusted following accidents and violations.
What is Minnesota/MN pamphlet
In order to access customer information there must be this
What is a business need
If a customer has an existing product in another line of business other than fire you must also do this
What is Authenticate
The reading of this disclosure is state specific
What is New York 194 disclosure
NPI and SPI cannot be placed into free-form electronic mediums such as these
What is email or scratch pad
Certain states require this document to be sent when a customer chooses not to carry a coverage or when the limits they choose are less then coverage A (liability)
What is selection/rejection forms
This state requires you to send binder in 24 hrs
What is Nevada