QUOTES
HOW MANY PEOPLE CAN BE QUOTED PER QUOTE
5
CAN WE INSURE A 2026 DODGE CHARGER WITH COMP & COLL $3500 DED ? VALUE IS $48,000
YES
MI STEPPED INSIDE TO REMOVE A VEH FROM HER POLICY.SHE MADE THE CHANGE TODAY. PLEASE TELL ME HOW THE NOTES SHOULD BE IN AS400 DOCUMENTED HER ENDO.
*WI MI STEPPED INSIDE 2514/2512 TO REMOVE YEAR MAKE MODEL VIN#2013165565665 EFT 4/28/25 GEIC REQUEST SENT|SIGNATURE
WHATS THE DIFFRENCE FROM A REWRITE AND QUOTE ?
A REWRITE IS A QUOTE THAT FLI PRE-FILLED FOR YOU BASKED OFF OLD POL
A QUOTE IS ENTERED MANUALLY
EL PASO , TEXAS
HOW MANY DAYS CAN WE HOLD A QUOTE
30 DAYS
A NAMED INSURED CALLED AND ASKED DO WE CHARGE HER FOR A ACCIDENT THAT SHE HAD WHEN SHE WAS SPEEDING AND A DUMP TRUCK ROCKS HIT HER VEHICLE WHILE SHE WAS DRIVING?
NO
A CUSTOMER JUST CALLED FOR A QUOTE FOR HERSELF.. HAS 1 ACCO1 GA DL .VEH IS A 2015 CHEV MALIBU W/CC..IP $500 MONTHLY $300 STD SHE IS KIND OF INTERESTED.
*IC CST WAS QUOTED WITH 1 DRIVER AND 1 VEH 1 AC001 W/CC ON A 2015 CHEV MALIBU IP $500 MONTHLY $300. CST IS UNDECIED WILL F.U IN PM CALLS TODAY 4PM|SIGNATURE
CAN A NAMED INSURED START A NEW POLICY WITH 2514/2512 AFTER HAVE 6 ALL WERE CANCELLED DUE TO NONE PAYMENT
YES & NO ..EXPLAIN
HOW MANY OFFICES DOES LOYA INSURANCE HAVE IN TOTAL ?
OVER 800 !
CAN WE ACCESS WEB QUOTES?
YES, UNDER FLI..SALES..WEB QUOTES
CAN DRIVER NUMBER 3 STEP INSIDE OF OFFICE TO ADD A CARD ON FILE TO THE POLICY?
YES
DRIVER 2 EMAILED YOUR OFFICE REQUESTED ID CARD, DEC PAGE , AND LAST PAYMENT RECEIPT CAN WE PROVIDE ? & IF SO PLACE NOTES
ONLY EMAIL WE CAN SEND REQUESTED DOCS IS TO THE EMAIL THATS ON FILE. . ILL EXPLAIN
CAN WE INSURE SOMEONE WHO HAS UBER OR LYFT STCIKERS ON THEIR VEH?
YES , CHARGE THEM B.U
WHO IS THE CEO ?
FRED LOYA JR
IF YOU ARE IN THE MIDDLE OF A QUOTE AND THE CUSTOMER ALL OF A SUDDEN TELLS YOU THEY WILL HAVE TO CALL YOU BACK. WILL YOU MARK THIS QUOTE PENDING?
NO ! INCOMPLETE
DO WE CHARGE BOIDILY INJURIES THAT WAS ONLY $45.00 IN PAID CLAIMS ?
YES . .$1 OR MORE FOR BODILY
SUSPENCE CALL WAS MADE TODAY AM/PM .NO VOICEMAIL BOX SETUP..PLACE NOTES
SUSP 1A 4/28 C#VMB NOT SETUP|SIGNATRE
CAN WE CHANGE A DRAFT DATE ON A POL ?
NO
WHO ARE THE TWO REGIONALS IN GEORGIA ?
WHITNEY AND DESIREE
CAN WE OFFER A DISCOUNT FOR A CUSTOMER THAT HAD INSURANCE IN THEIR NAME FOR 2 YEARS AND THEIR POL JUST CANCELLED LAST WEEK? THEY ARE GETTING A QUOTE FOR CC $3500 DED
YES , HAPPY PRIOR!
DO WE CHARGE SUBUGATION CLAIMS?
NO
14 DAY CALL WAS PLACED TODAY..WHAT WILL YOUR NOTES BE IF THEY ANSWERED?
14 DAY 1A 4/28 C# NI ANSWERED THANKED THEM FOR THEIR BUS, ASKED IF THEY HAVE ANY ?OR CONCERNS|MADE THEM AWARTE IF CARD IS ON FILE OR NOT|REMINDED THEM OF DUE DATE|SIGNATUE
CAN A COMPANY 84 HAVE A CARD ON FILE OR EFT ?
ALL 84 SHOULD BE CHANGED TO EFT POL..
ARE WE CLOSED FOR LOYA DAY ?
NOT A REAL DAY !