Scenarios
Customer currently has an active Fire policy with State Farm. What would need to be verified?
Standard Verification needed. PRO100039
Do Not Share Disclosure
Yes! KA107789
SPI/NPI
KA107578
Customer calls in to receive a Raw New Auto quote. You were able to find a profile and discovered that they have an active bank product. How should this customer be verified?
PRO102403
Drive Safe and Save Disclosure
No (4/26/2021) KA109310
Protected Persons information
KA106048
A dealership calls in and hands the phone to the customer to begin the quoting process. Which disclosure should be read?
Call Monitoring and Recording Disclaimer KA100153
Notice of Privacy Policy
No! KA107789
Consumer Notification Disclosure
PRO102120
You've just completed a Raw New Fire application. The customer is ready to make payment. What quick disclosure must be read?
Notice of Privacy Policy KA107789
Vehicle Inspection word track
No! But discuss with the customer
Confirming email address
KA108549