State Specific
What state does not offer eSign discount?
California
If an Agent/USAA Agent or Representative calls in what are the 4 identity checks that can be provided?
Agent code, agency name agency phone number, policy number
What are 2 ways that you can educate the customer for a PHA rebuttal?
multiple responses
Which state requires a mandatory Pre-Sale coverage script to be read after NI agrees to purchase but prior to taking payment?
New York
Is the Power of Attorney/ Guardianship form valid if the insured is deceased?
No
What are the 4 P's of PSP?
Purpose, Process, Payoff, Permission to start
What states will we send ID cards automatically through U.S mail?
Hawaii, Kentucky, & New Jersey
If an Agent/USAA Agent or Representative calls in what are the 4 identity checks that can be provided?
Agent code, Agency name, Agency phone number, Policy number
What must be reiterated at the end of a sales call for eSign and/or paperless enrolled customers before ending the call?
Remind customer to go online and sign all documents with a time frame and let them know they could lose the applicable discounts if these steps are not completed
What state does not offer discount for initial Snapshot enrollment?
New York
Who is able to make changes to the policy without NI's consent. (Name at least 3)
Second named insured, Spouse of SNI, Spouse, Agent, Progressive employee
How should you respond if caller requests "full coverage"
"The term ‘full coverage’ can mean something different to everyone since there is no universal standard. Most people think of it as a policy that includes coverage for damage you may cause to other people & property AND coverage for damages to your vehicle. Let’s review all your coverage options so you can make the best decision about what coverage is right for your policy."