Best Practices
The biggest challenge you will face when it comes to online applications?
What is Time?
The only qualification to purchase a United Motor Club membership?
What is a valid driver's license?
This is where we notate all contact attempts to applications.
What is Nexus Notes?
Contact with an online application within the first ___ minutes is extremely important.
What is 5 minutes?
I'm a customer and I had a car accident and broke my leg. This has me out of work for at least 8 weeks. This insurance would be beneficial for me to have that would help me.
What is Accident and Health Insurance?
This method is how majority of applicants apply for a loan with us.
What is online?
After __ days of no contact with an online application, you should focus on the more recent applications.
What is 4?
I am a customer and I just got laid off from my job and will not be able to pay. This insurance would be most beneficial to have to help me.
What is Involuntary Unemployment Insurance?
The number of times a day we can attempt to call an app.
What is up to 3 times a day?
The preferred method to follow once an online application is completed over the phone.
What is keeping the customer on the phone while the app is being processed?
3 benefits of our tax services
What is TALS, competitive pricing, refund assurance, available year round, can file remotely, multiple refund options, free estimates, free dependent returns
The recommended number of days we continue to call an application when there's been no contact.
What is 4 days?
They handle delinquent renewals
Who is your Branch Manager?
This is who I contact first if I have any questions or issues when filing a tax return.
Who is your DM?
This is where tax commitments are stored.
What is the Tax Center?