Allstate
Drive Centric
from Accounting
the Finance Office
Dani, Matt, Alex
100

Our Allstate VSC is valid where?

Anywhere throughout the USA that there are ASE Certified Technicians

100

Your Workplan should have how many Overdue tasks at the end of your day?

Zero

100

Up to what dollar amount may be charged onto a Credit Card with no fee?

Maximum $2000.

100

To begin printing sales paperwork, what 3 pieces of info is needed?

Drivers License(s), 

Insurance co. name with policy #, 

Vehicle miles

100

Alex's dogs name is?

Mickey

200

Our Allstate VSC plans include what benefits?

Towing, Emergency Road Service, Rental Car Reimb, Trip Interruption

200

A Lead may be marked "Dead" after how many phone, text, email attempts?

3 Phone, 1 Text, 3 emails

200

When must we have the Insurance Card for the new vehicle that the customer just purchased?

Before they drive off

300

Our Allstate Theft Deterrent coverage includes?

Car Rental, Trip Interruption, Towing&Storage, $500.00 towards your Ins. policy deductible

300

If a customer is not ready to buy today, you can Snooze their follow-up for up to how many days?

90 days

300

All Carbiz vehicles are sold with a minimum of how much gas left before we add $5/$10 more?

All vehicles are sold with a minimum of a 1/4 tank of gas

400

The best way to close products, is to use what type of closing statement?

The "Option close" (would you like ??, or ???)

400

If we do not have the vehicle your customer is interested in, where in Drive Centric do you open a request for this vehicle?

Under Vehicles, add custom vehicle  (you can also past a vin# in here that will auto populate make/model/etc)

400

How many miles away from both stores must a customer live for us to mail their License Plates to them?

25 miles or more away from both stores

400

What is the name of the very first email template that we are emailing customers today when trying to engage them for the first time?

"Covid - new leads"

500

What are the 5 major coverage's included with Allstate Complete Plans

Tire&Wheel, Dent&Ding, Windshield Repair, Interior, and Keyfob

500

All new leads and customer replies must be responded to in what time frame?

Under 5 minutes

500

If a customer is missing the Lien Release from their trade in, what should you do?

Have the customer call the bank with you there, and get the Lien Release mailed directly to us ASAP.

500

What 5 items of customer info are needed, prior to submitting their credit info to bank?

Who will be on the loan, 

the address where it will be titled, 

how much as a down payment,

the term of the loan,

payment expectations.

500

Wording on Carbiz.com may be translated into how many different languages

21

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