Sales Manual
This is the state that a mileage report should never be ordered
What is Florida
This coverage pays for medical costs, survivor's loss and work loss benefits, funeral expenses, and other specific coverage options
What is PIP (Personal Injury Protection)
This is our team name highlighted at the top of both of our Huddle Boards.
What is Team "Kaizen"
This is the number of associates we have on our team excluding David
What is 14
JJ, Kurtis, Tanika, Tatiana, Brett, Ashley, Brittney, Michelle, Amber, Dallas, Priscilla, Kenny, Aliesha, and Katrina
This instrument measures the size of Earthquakes
What is a seismograph
All Advisor Business and Advisor Business Direct Quotes should contain these two data points on file
What is an Advisor Name and Advisor Number
If a client is requesting their vehicle be insured for a specific dollar amount, it is generally this type of policy that they are requesting, which we at Ameriprise (Connect) do not offer
What is a "Stated Value Coverage Policy"
This is the name of the newest team member that has been added to our huddle board
Who is Brett David
Since the inception of our team, PHS West 25, these two associates have been promoted to a Team Leader
Who are Taraneh Trujillo and Alex Snowden
This type of doctor specializes in feet
What is a Podiatrist
These are the four required talking points needed in offering a caller to our In-House Agency
What are: 1) State Ameriprise (Connect) cannot offer coverage/insurance
2. Reason for decline must be stated.
3. "A-rated" must be stated describing the other carriers.
4. Offer to transfer
This endorsement can be added to a Home Policy if a customer wants to change coverage for their personal property from Actual Cash Value to Replacement Cost
What is the "Personal Property Replacement Cost" endorsement
On both the in-office huddle board and our VO Huddle Board, these are the three colors that highlight and separate the different skill sets on our team.
What are yellow, blue and green.
These are the six associates from our team who work from home
Who are JJ, Ashley, Brittney, Michelle, Amber, and Aliesha
This continent is cut into two fairly equal halves by the Tropic of Capricorn
What is Australia
This is the two step process in order to stop a policy from issuing when a client changes their mind after a CC result code has been placed on file
What are:
1. Add an "OTH" result code with "Don Not Issue" in text summary
2. Change the billing plan to "Direct Full"
This is what CLUE stands for in reference to the name of the report that is required to be ordered when a client commits to purchasing a policy.
What is "Comprehensive Loss Underwriting Exchange"
These are the current AHT goals for SAP's on our huddle board
What are 1070 seconds (Sales) and 950 seconds (Service)
These were the two places we held our team outings in 2019
What are Escapology and Top Golf
During World War II, this country lost over 17% of its popluation
What is Poland
These are the names of the three valuation systems that MSB has updated for the ways solar panels are listed
What are Photovoltaic System 2kwh, Photovoltaic System 4kwh, and Solar Panel Water Heating System
There are currently 21 exotic pets listed as examples in the Client Service manual, name five of them. (Exact Wording)
What are Alpacas, Alligators, Cats (non domestic), crocodiles, foxes, hedgehogs, Kimodo Dragons, Kinkajous, Llamas, Pot Bellied Pigs, Prairie Dog, Primates, Raccoons, Savannah Monitors, Scorpion, Snakes, Squirrels, Tarantulas, Tegu, Wallaroos, Water Dragons.
This is what our Vision Statement reads on our Huddle Board
What is "The success of our team will be based on everyone holding each other accountable with both business and leadership behaviors"
While employed at Ameriprise, these are the four associates, on our current team, who have reported to another leader other than David
Who are JJ, Brittney, Michelle, and Priscilla
This country is home to half of the world's 100 highest bridges
What is China