ECRM
The button you hit to start a customer's payment
What is "Pay Bills"?
This is the monthly Google Review goal for each office
What is 4?
This is the number of days an insured has to complete DSS enrollment.
What is 35 days
Enhanced HUI for Homeowners is effective on this date.
What is 10/15/25
This is where you can look at the status of current changes and their estimated review date
What is Agent Status Tracker?
This tab allows you to see texts sent while on a Customer's home page.
What is Interactions?
This must be done when you are unavailable due to lunch, helping a customer, etc
What is update your Jabber status?
A student qualifies for Student Away discount if they are Full time & their school is more than this many miles from home.
What is 100?
This is the tool to see the status and results of a RBUS survey
What is the Myriad Risk Manager link?
This is the number customers can text HELP to for assistance with DSS tech issues
What is 59037?
This is the button you hit to set an Alert on a Customers account
What is the bell?
The #1 Marketing Source for quotes for the last quarter.
What is Office Location
The Home Alert Discount on a Homeowners policy needs to be verified every ___ years.
What is 3?
When putting a car on WFU, this suspension option will automatically reinstate the policy on 5/1
What is Winter?
What place Mark Lewis Batavia came in for the Best Insurance Agent in the GLOW region
What is 3rd?
This button should be clicked to confirm the identity of the customer calling in to change core customer date and/or initiate policy changes.
What is Authenticate?
The place in an opportunity that we identify the lead provider
What is the Marketing Sub Source?
Drive Safe & Save will replace this discount if it is on a policy?
What is Low Annual Mileage?
This is the waiting period after adding BUSD to a policy.
What is 5 days?
On October 1, 2025 the Mark Lewis Agency - Batavia celebated it's ___ Anniversary.
What is 26th?
When typing a note in ECRM, hitting this button will allow you to set up a ___ to send a selected team member an alert.
What is a Notification?
This process creates follow up tasks for new customers
What is New Customer Onboarding?
This discount can be added to a PAP
What is the Home Alert Discount?
This is required when changing the first named insured on an auto policy who is not an active household driver.
What is a new application and an ROC transaction?
Our 2025 Year-end priorities are these 3 things (not listed as what is still needed).
What is 70 paid Life in Batavia, 202 Fire in Batavia, and No Auto Loss in Medina