Residential
First step before proceeding with a multi-line quote.
What is obtaining consent?
Final question before quoting.
What is do you have any questions about the coverages?
Only they can be enrolled for MyInsurance
What is primary and secondary account holders?
Optional coverage and only applicable to homeowners.
What is above ground water coverage?
Must be completed after a second licensed operator in the household has been disclosed.
What is notepad name of unlisted operators and why they're unlisted?
This step must be completed after playing the PIPEDA disclosure.
What is refreshing consent under the account summary tab?
Even if a customer declines a policy review, this information must be reviewed with them.
What is the basement disclosure?
Cannot be authenticated.
What is Drivers?
When necessary, must be asked first during authentication.
What is Section A questions?
Must be reviewed when offering and discussing coverages with customers.
What is limits and deductibles?
A customer calls in to take off all physical damage coverage from the policy, this must be reviewed if present.
What is Grand Touring Solution?
Must not be offered to customers during difficult calls (unless requested by them).
What is transferring to a supervisor?
Must be offered for Vacant properties.
What is Vacant-Additional Coverages?
Must not be asked for retired customers.
What is commute and business use?
Must be completed if a customer declines signing up for MyInsurance.
What is switching to Paper delivery?