Data Confirmation
Expected Conversations
Call Compliance
100
Must be used for all incoming calls when accessing a policy or quote
Policy Handling
Security VerificationSecurity Verification Matrix - Direct
100
Examples:
Other than price, what are you looking for in an insurance company?
Why did you call Progressive today?
Tell me a little bit about your current insurance situation.
Policy HandlingNew Business and RewritesDirect New Business Quoting and Revised Quoting
Suggested Scripting
100
We must use these throughout every call, some are verbatim
Required and additional call scripting
200
This number must match the one used to issue filings. Must ask all customers including BACON risks.
Business RatingRisk AcceptabilityUSDOT
200
This is an exciting opportunity for you to save instantly on your quoted premium with us today.
Building Value to overcome objections.
Business RatingSnapshot ProView and Smart Haul/TelematicsSnapshot ProView Program
Required scripting
200
The correct response when a customer decides not to bind during the call
Policy HandlingNew Business and RewritesDirect New Business Quoting and Revised Quoting
Call Closing- Not Binding
300
A fictitious business name or nickname by which the business is known to the public
What is Insured >> Rating Specifics >> Doing Business As (DBA)
300
Do you have other Coverages for your business?
What is BQX form?
300
Multi product discounts can apply when getting a ____________ policy within 45 days.
General Liability or BOP
400
In order to issue these you must make sure all data entered is exactly as it is in SAFER.
What is a Federal Filing?
400
Every caller should be advised that anyone who is expected to drive should be listed on the policy.
DriverRating SpecificsDriver Information - Rating & Endorsements
400
Call back number, hours of operation, "Anyone will be able to assist you with starting policy" are all examples of what?
Call Closing – Not Binding Policy
500
This Information CANNOT be changed after you move past the START tab in the quote.
Business RatingRating SpecificsOrganization Type
500
Call back number: 888-814-6494
Hours of Operation: CL CAS Direct Sales - Hours of Operation
Anyone will be able to assist you with starting policy
Policy HandlingNew Business and RewritesDirect New Business Quoting and Revised Quoting
500
You're a Direct Sales Representative for the Progressive companies doing business in ___. You're licensed to sell insurance in ___. You're a salaried employee and not paid a commission for the sale of any policy.
What is Direct New York Binding Scripting