DEA
2023
ECRM
Sf.com
100

What does DEA stand for?

Digitally Enabled Agent

100

Name one of many factors that has increased the cost of claims?

Inflation, price of parts, labor rates, used car value

100

Which version of ECRM should you be using currently?

ECRM 3.0

100

What percentage of opportunities should be in 'new' stage by the close of business each day?

What is 0%

200

How many online reviews does Paul recommend each office get per week? 

1 per week.

200

What is the percentage amount of the auto rate increase State Farm filed for 2023?

6.9%

200

The NEW homepage dashboards has 3 tabs, what are they?

Performance, Sales and Service

200

What is the recommended response time for a sf.com lead?

What is: Within 5 minutes. 

300

What is the name of the tool used to have video meetings with customers?

Good Neighbor Connect or Virtual Meeting

300

Name TWO external alliance partner that State Farm has to leverage other products in a household? 

Trupanion, Haggerty, Jackson, Humana, Gainsco, US Bank, Rocket Mortgage, Lightstream

300

What's the name of the feedback channel used to provide feedback on ECRM?

The Feedback Exchange

300

When accessing a statefarm.com lead, what can you do to the quote to give the customer the best possible rate?

What is: 'add multi line discount', update coverages, offer additional discounts.

400

Name one feature when using My Mobile Office. 

  • View Auto/Fire policy details.
  • Life/Health summary view
  • Auto/Fire claim details
  • Claims details, including Set up Select Service and Upload Documents.
  • Send auto ID cards.
  • Create Account with driver’s license scan functionality.
  • Create/Assign Opportunities and Tasks.
  • View Agency Incentive Reports.
  • View Production Manager to help you stay on top of your office production.
400

What is the now 4th major line of business at State Farm?

Business Lines

400

To better manage your business, what's the name of the tool (agents only access) that provides dashboards on Sales, retention and more!

Analytics Studio

400

Why should you have a task on every opportunity?

Opportunities don't have due dates, create a task to proactively follow up with a prospect. 

500

Name at least 3 marketing tactics that helps bay area agents write 70% more business!

Agent Tagged Media, Online Reviews, Paid Search, Direct mail, Agent Marketing Event Fund, Content and coaching program, Internet leads

500

Name at least one thing that State Farm has recently implemented to increase the Claims experience?

  • Hire more claims representatives
  • A new Total Loss Notification in ECRM
  • The ability to make rental self-service assignments with Enterprise and Hertz
  • Increased the number of Select Service shops
  • Expanded self-service capabilities
  • Increased Agent Draft Authority limits for agent team members
  • Increased use of internal Fire Claims staffing. 
500

After completing your business plan, you can send your goals to which dashboard to monitor progress in Analytics Studio?

Goals Dashboard

500

What is the recommended order of communication to respond to a statefarm.com lead on Day 1 of receiving the lead?

Call, Text, email, voicemail

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