What is our dollar target for profitable premium by 2026?
$3 Billion
Face-to-face, eye-to-eye contact, which fosters long-term relationships built on trust, is our way.
Culture
What is our word of the year?
Unmatched
What are our main two online systems we utilize?
MVR System
FedOne
What is one way to provide an unmatched customer service experience?
Being available to answer the call.
What is our 2025 bonus target?
96%
Recruiting, training, retaining, and developing exceptional, people is our paramount principle.
People
Who is our General Manager?
Misty Spafford
Services all incoming calls and electronic requests related to driver information and motor vehicle reports from policyholders and Marketing Representatives.
How can you engage the caller and own the interaction?
By interacting professionally while providing a personalized experience.
What are the Four Cornerstones?
1. Equity
2. Integrity
3. Teamwork
4. Respect
It is another defining value difference, which allows us to devote our full attention to the best interests of clients, affinity partners, and employees.
Mutual Company
How many different roles are in our department?
6
What system is used to initiate the Driver Exclusion process?
DocuSign
What resource should you support engagement in to enhance customer service?
mySHIELD
What is an item we are committed to on our Operational Initiatives?
Core Principles and Values
Career Opportunity
Interdependence
Business Plan Implementation
Achievement starts with clear expectations. Accountability around these expectations drives results. Results make client value possible.
Disciplines
Name two different departments we support?
Client Contact Center
Policy Processing
Underwriting
Service Assistant
What are the key responsibilities related to driver information and motor vehicle records?
Ensures information on the drivers list is complete, orders motor vehicle records, and determines insurability per company driving standards.
What is the goal when resolving the customer’s needs?
To provide an unmatched customer service experience.
What is our Mission Statement?
As a mutual insurance company, we believe our value is measured by the success of our clients.
It's Our Business to Protect Yours
Our ability to enhance our clients’ success depends on conservative investment strategies, sound underwriting, risk management discipline, professional claims management, and clear communication of corporate initiatives.
Financial Strength
In what year did P&C Processing Support form?
BONUS (extra 100 pts.)
What two departments were combined to create P&C Processing Support?
2022
BONUS:
UDS and P&C Service Associates
What are 8 Max/Agent availability codes?
Available
Call Wrap Up
Drivers List
Lunch
Meetings
Personal Time
Resourcing
Workflow
How do you protect and serve clients in terms of driving standards?
By applying correct driving standards and driver exclusion processes.