IB/Ticket
Velocify
Commercial
PL Rater
Miscellaneous
100
If you're running late for your break, should you take it 30 minutes prior to your IB time?
NO!
100
Captain America sends in a referral for Nick Fury, there is a phone # in Captain America's notes. What do you do?
Make sure it matches the number on file.
100
Do we offer Commercial Umbrella?
100
What are the 5 things to verify on the drivers info page?
DL#, Date licensed, state licensed, job, education
100
You find out The Hulk has a DUI, can we quote him?
YES, we can:) Put detailed notes PLZ
200
When MACU agent calls/email in about referrals what do you do?
Transfer to Spencer and leave a voicemail if he does not pick up.
200
How long should you search for their occupation in PL rater, and what do you do if you can't find it?
No more the 20 seconds, select other and PUT IT IN VELOCIFY :)
200
What is the campaign code for Policy Sweet?
#1005
200
What do you do in PL rater when you quote LINK auto/home
Change company names from MAIS to LINK
200
Where do you put Mobile/Manufactured home information when quoting?
VElOciFY
300
If there is a Ticket in TopDesk that needs to get to service, how do you get it to them?
#1 Open email attachment to get into outlook
#2 Forward email to personalinsurance@maisagency.com
#3 Write your email with any other info they will need about the lead from Velocify (contact info etc)
#4 Send
300
How do you find account information for MACU auto/life and LGNW referrals?
Find in ManageLeavittLink.com
300
What is Bold Penguin Protocol?
Get their business description and set an appointment.
300
Where is the best spot to ask for Umbrella, Pet, and LIFE
Umbrella: When asking about ticket/accidents
Pet: In auto company questions
Life: When talking about current limits
***There are a lot of good answers, just make sure to ask throughout the call.***
300
What do we ask if they are with an carrier we work with?
Do you know who your agency is?
400
Black Widow from MACU emailed in asking about the status on her EOI request for Iron Man, what do you do?
#1 Look him up in Velocify, see who is working on it
#2 Put content of new email into velocify with ticket number
#3 If a producer is working it, put ticket in their name
#4 If it has not been quoted, email status to MACU agent
#5 Close the ticket and leave detailed notes in the ticket system
400
What are the 5 Bear River qualifications?
THEY MUST LIVE IN UTAH
Do they drink Alcohol?
Have they had a ticket or accident in the last 3 years?
Have they had any homeowners claims in the last 3 years?
Are they under 25 and single?
400
How do you use the Smartsheet and when does it apply? (bonus points for best Laurie impression)
Just Policy sweet:) You just have to look at it.
400
What are the 5 things you must read back to the customer?
Phone # / Birth date / Address and Zip / VIN # / DL #
400
If Hawkeye is with the Leavitt Agency already and wants a quote, what do you do?
Make Laurie Chantelle or Carolyne aware of situation, tell the customer, "I got your information and someone will reach out to you ASAP to help you get the best coverage and pricing."
500
What are the three ways you can search in AMC?
First and last name / policy # / Last name
500
Pepper Potts called in and had auto insurance with us, but as of Dec 2019 it was canceled, now she wants a quote. Who can help her?
Because this was within a year, it goes to service. ****12 months after canceled policy we can requote her.****
500
Spiderman with Policy Sweet wants GL and WC but he does not have any employees, can we quote him?
YES, because they also want GL. If they were to only want WC we have no market.
500
Star Lord and Gamora are married, but the car is registered to both of them. Gamora does not want him on her policy, what do you do?
IF Star Lord is not on the registration is it any different?
If the car is not registered in the spouses name: NOTE name and birthday and why they don’t want them on policy.
But if car is in spouse’s name we have to get all other info.
500
What do you do if Thor only has an international license? Can we quote him?
They must be in the process of getting a US license if they are going to be a driver on the policy.