Compliance Vendor Requests
Can you use the Live Certificate feature to action Compliance Vendor Requests?
NO
Can A-Team Agents upload COIs to Amazon on behalf of the insured?
No, the insured must do this in their account which we don't have access to.
What is a claimant?
Damaged party seeking to have damage covered.
At what email address do we ask callers to send us information?
support@nextinsurance.com
What is a Difficult Conversation?
A difficult conversation can happen when you have to discuss any topic that might be sensitive or cause potential conflict.
What is a Compliance Vendor?
An organization that works on behalf of a company to gather and maintain insurance information for the company’s employees or subcontractors
Amazon requires their sellers who sell over $120k per year to have at least a _____ limit for their GL coverage.
$1 million
What types of Claims does Tokio Marine handle for NEXT?
Third-Party Claims (Cyber)
What is step 4 of the ticket merging process?
Paste the oldest ticket number into the Ticket merge box and click “Merge”
After how many warnings can we end an abusive call?
2
What is step 1 for Handling Duplicate Compliance Vendor Requests?
Review the entire request as if you were going to solve the ticket for the first time.
There are two teams that we communicate with on NEXT Agency. What are they?
NEXT Agency Sales & NEXT Agency Servicing
NXTC
What does the Sendgrid status "Deferred" mean?
Receiving server temporarily rejected the message.
What are the three Different Difficult Conversation Types?
The "What Happened" Conversation, The "Feelings" Conversation, and The "Identity" Conversation
What are the three essential items to include in Compliance Vendor requests?
The correct email, Identification Codes, and Unavailable Requirements.
Where do we refer customers and prospects looking for Commercial Auto insurance?
Progressive
What is step 3 of verifying if an Insured is an Amazon Seller?
Click on the Rating Data Points tab.
What is step 3 of sending physical mail?
Click “Send Letter” on the document you need to send via physical mail.
What are the 4 steps of problem solving?
For Net Vendor Requests, include the Document-Code in the email subject line as well as the ______ ___ _______.
Description of Operations
When did NEXT start selling Allstate policies?
4/1/2024
Claims adjusters at Next are referred to as __________.
Advocates
What are the canned responses that you can use to help build an email to send?
Macros
If a Situation Starts to get escalated, begin by _______ and letting the person know you want to help.
Empathizing