ECRM
The policy number that should be selected if multiple vehicles exist
What is the newest model year
Shift F11 then F12 twice
What is exit NECHO
The resource that provides the workflow for the added auto transaction
What is Auto Answers
What is the call type for an added vehicle
What is Policy Transaction
The process of confirming who you are speaking with
What is Verification & Authentication
The radio button that starts the transaction
What is Add Vehicle?
This page houses the different vehicle makes and models
What is IRG or Insurance Rating Group
The article that gives guidance on the best choice for the customer
What is Added, replacement, and NAC decision tree
How many tallies would you have for a quote and bind for 2 vehicles
What is 2 and 2
"I would be delighted to assist you with adding your new vehicle to your policy today"
What is Willingness to assist
This is generated in the background after selecting the Add Vehicle button
What is a case?
This NECHO screen allows you to pend the added vehicle quote
What is quote options screen
The pathway to the workflow for the added auto transaction
What is Auto Answers>Private Passenger>Applications-Workflows>Added Quote and Applications
Call action and scenario for increasing total number of HH vehicles and sending sel/rej forms
What is Added Auto and Signed Documents Needed
The process of confirming your customer's needs
What is probing questions
This is how you access the policy to select Add Vehicle on a multi-car added auto transaction.
What is Select an Option
These are the numbers you enter to either end the transaction (2) or begin the down payment process (6)
What is next function
The disclaimer read prior to ordering consumer reports
What is FCRA
Sending documents
What is Letter, Documents and Forms/US Bind Letter
The process of providing a roadmap and timeframe
What is setting expectations
This button provides guidance on probing questions to confirm that a vehicle is truly being added to the policy.
What is Walk Me
This NECHO screen allows you to split a car off to its own policy on a multi-car added transaction
What is rating summary screen
This is the SFA article that provides step-by-step instructions for taking the down payment based on the customer’s state.
What is Bind an added vehicle application with SFPP as the payment method
Call action and scenario for temporary coverage on a vehicle that will increase the total number of household vehicles
What is Added Auto and NAC form provided
Recapping the call, asking for further assistance, and branding the company are all components of what?
What is call wrap-up