IKE HUNT

Auto Quote

100

Example scripting: "This program can save you up to 10% on your quote."

Standard Work - Auto Quote Credits REF36315 

200

• Document the file with necessary information.
• Send letters if applicable.
• Set timeframes on receipt of correspondence.
• Provide next steps for customers who state they will call back.
  • Any information that would be needed at issuance examples: VIN, form of payment, driver’s license number

REF36331

300

An associate member is an individual under the age of 50 years who has paid for membership or received a gift membership. AARP will upgrade their status to full membership upon reaching their 50th birthday.

GLS21

400

Driver Development Process Map 

PRC11848

500

The 'All Vehicles Not Insured With The Hartford' guideline does not apply to co-owned vehicles

REF32613

Auto Issue

100

If applicable, upsell to Advantage Plus

REF32654

200

When calling out to AARP to sign up or renew an AARP membership, the customer must provide their routing and checking number to the AARP agent. Credit cards are not allowed to be used outside of the tokenization process.

REF32655

300

Driver Exclusion State Availability

REF9689

400

You do not need to verify years licensed in NC when the age is 25 years old or greater.

REF14122

500

Request for information (RFI )

• If premium available, then OK to issue (check Quotes Notes for info to be verified).
• If missing information:
  • Obtain information, mail quote.
  • Do not discuss price.
  • Advise the quote will arrive in 7-10 days.
• When the quote is re-accessed, 1View brings you to the first screen with missing information.

REF32648

Home Quote

100

A validated address will have a 9 digit ZIP Code.

REF32682

200

When a customer is not sure of their roof material, but it has been replaced within the last 10 years, select Architectural.
 

REF32685

300

In the state of OK, the insured must have an active auto policy to receive a home quote

REF32683

400

Definition

Insurance that provides temporary housing expenses that an insured incurs during the repair or rebuilding of an uninhabitable home damaged during a covered loss

GLS204

500

SC - If the Wind Exclusion prompt displays for customers who are not in a wind zone. Quote must be processed as NQ.

REF32685

Home Issue

100

Review all coverages and determine if additional coverage is needed such as increased limits for other structures.

REF32736

200

If purchasing a new home

• within 60 days - the effective date is the day of the closing
• 60 days or more - customer is advised to call back within 60 days of the closing

REF32723

300

Remember to send the HO-61 Rejection letter when a customer declines coverage for scheduled personal property.

REF32735

400

When an email is on file, the customer will receive a down payment confirmation and copy of their billing schedule.

REF32738

500

Facilitated Cancellation

Instead of asking if the customer is interested, use this assumptive statement:
[Mr. Customer], to make it easy to cancel your policy with [carrier name], I'll be happy to do it for you with your permission.

REF32738