Enter Title

Coding

100

Referred to Internet/Provided 800 #/Emailed Info

Quote was offered, & customer is interested, but unable to at this time. Referral/information is provided to customer.

200

Discussed

Follow Up Next Contact: Quote was offered, & customer is interested, but no referral information is provided to customer.

300

Consultant not trained on Special Lines product

when a treatment is presented for a Special Lines policy feature AND you are not trained to deliver

400

Must Not have requirements for Renters

• 
  
  • Have had Progressive Home & Property policy in prior year.
• 
  
  • Quoted Progressive Home & Property in last 90 days.
• 
  
  • Have policy written in ZIP code where no carrier accepts Renters risks.

500

Must Not Have requirements for Homeowners 

• 
  
  • Have had Progressive Home & Property policy in prior year.
• 
  
  • Quoted Progressive Home & Property in last 90 days.
• 
  
  • Have policy written in Alaska or Hawaii.
• 
  
  • Have policy written in ZIP code with very high Do Not Quote (DNQ) rates.
• 
  
  • Have policy written in ZIP code where no carrier accepts Homeowner/Condo risks.
• 
  
  • Have existing non-Progressive Home & Property branded Progressive Home policy.

Offers

100

Offer PHA as a part of a policy review

*Going over your coverages I see that you haven't bundled...
*Looking into your discounts

200

Offer PHA when a customer is at a dealership

*While this is processing...
*Going over your coverages I see that you haven't bundled...

300

Offer PHA on a call where customer wanted to get ID Cards/VOI

*While this is processing...

400

Offer PHA on call where customer wanted to make payment.

*While this processes

500

Offer PHA during an add vehicle policy change

*Looking over your coverages

*While this processes...

Respond to Customer

100

"I'm not interested today"

Offer to email!

200

"I stay with my family."

Are you on their policy? Let's get you quoted!
Offer email

300

"My spouse handles this"

Offer email!

400

"I'm not looking to raise my bill"

*Check on discount

*explain benefits

*offer email

500

"I don't have time it's going to take to long."

Offer email!

Benefits

100

Educate customer on the importance of accurate rebuild cost

*Build from the ground up
*Not just replacement value 

200

Educate customer about PHA before offering discount

*Personal property protection while moving

*covers items in the vehicle

300

Educate customer on medical payments for others

Used when not being sued and someone else gets injured on their property.

400

Educate Customer on escrow changes

Going through escrow is no money today and we handle all the paperwork

500

Educate customer on additional living expenses. 

Covers food and room and board for a covered loss/claim