Billing
Quoting
Forms/Worksheets
Binding
Misc. Insurance
100
This automated billing plan gives you a discounted rate on your auto insurance.
What is EFT
100
What auto coverage can you not give to a client who does not have medical insurance or whose medical insurance is funded by the government.
What is coordinated medical/coordinated wage loss
100
This form is used to prioritize the clients needs
What is the Areas of Concern worksheet
100
A minimum of two of these must be submitted with every homeowners policy
What is photos(-inspection/new business)
100
This is the tab used to upload leads into ECMS
What is "Import List" tab
200
You use this any time you accept a payment and can not print out an electronic receipt.
What is ACA manual receipt.
200
What is the optional deductible for PIP
$500
200
This form is required when inspecting property
What is Acceptable Maintenance and Conditions Expectations
200
This is the last step you must take before binding an auto policy.
What is collect payment
200
This report can be used to market to customers that have only 1 line of business with us
What is Cross Sell Report
300
How many different types of payment plans do we offer
What is 2 (Full Pay and EFT monthly)
300
What 2 discounts can not be applied together on a Bristol West Policy?
What is homeowner discount and home/auto discount
300
This form must be signed by the client and approved within 30 days of submission to keep your policy in force.
What is the MOI-subscription agreement
300
This type of policy will not bind without the first payment being posted.
What is an auto policy
300
This is the amount of exposed assets after insurance coverage
What is Gap
400
How much premium needs to be collected on an auto policy that is on EFT monthly billing plan?
What is 45 days of premium plus service fees
400
On an FA2 auto policy how many days out must you quote the policy to get the early shoppers discount?
What is 7 days?
400
In order for the client to get the burgular system discount this must be provided.
What is the CURRENT monitoring companies bill.
400
In order to be set up on e-signature and/or e-policy what information must be provided?
What is e-mail address
400
This serves as your Castles walls these days
What is Insurance
500
This is the only way to avoid paying any monthly service fees
What is paperless billing and Checking/Savings EFT (not credit card)
500
At what age can a Juvenile Life policy convert from a Standard Nicotine to a Non-Nicotine rating?
What is 21
500
What form must be provided to mortgage company.
What is mortgagee clause
500
Vin and drivers license numbers must be provided in order to complete this tab and move on to the "Buy" tab
What is "Validate" tab
500
This is the selling technique that shows your clients that you are working to protect them and their assets
What is the Consultative Sales Approach
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