Bonus I
Pull this and add it to the chatter feed when beginning a claims case.
Dec page
Pre-written messages you can use to communicate with clients or underwriters and can be found in TCB.
Email Template
This type of inspection is when an inspector comes to the property to view the outside of the home.
external
You can find an RCE how to video and guide in this resource.
TCB
This is done at the end of every call.
Recap
In the standard call flow, every agent must inform the caller that they are on a ______.
recorded line
The number of phone calls/emails that must be sent to inform of an upcoming inspection or advisory recommendation.
One
Carriers inspect every ___ years upon renewal.
three
After the initial contact with the insured, sending an ______ of inspection needs and deadlines is a beneficial next step.
This is the correct order to pull cases from the queue.
High priority/red flag, past due cases, current due cases.
This must be verified at the beginning of every call.
Contact information; phone number, email and address.
It's important for agents to leave __________ for a team member to have sufficient information when taking over their case.
detailed notes
Dogs are the _________ cause of reported liability claims.
number one
Reach out to the _______ to inform if the wrong inspection is sent.
Carrier or underwriter
Generally speaking, sudden and accidental damage is typically covered, but this is not.
Wear and tear or maintenance
Check to make sure the _________ is listed correctly when moving forward with a home claim.
mortgagee
The insured is not complying with inspection needs. We need to _____________.
inform the underwriter.
A full home inspection occurs prior to ______ while a home insurance inspection occurs after the insurance policy begins.
purchase
These two options are available for an insured when the premium increases at renewal.
Pay out of pocket or bill to mortgagee
Take this step when there is a new business issue from an Account Review.
Reopen the AR opportunity.
The persecutor, rescuer, and victim are aspects of this.
Drama triangle
An inspection discrepancy new business task must include these three pieces of information.
The discrepancies, any premium increase, and due dates.
Circumstances preventing the policy from binding as initially quoted by the agent is considered _______.
new business
Make sure these three pieces of information are correct on an inspection before contacting the insured.
Correct insured, property address and policy number.
Maintain a _______ attitude.
Positive (Cheese!)