DriveTrain & Salesforce
How many pieces of info do we need to confirm with the member prior to diving into their policy?
We need to confirm 3 pieces.
What are the two primary methods of communication in slack?
Channels and Direct Messages
Rather than just insurance, our business strategy is built on _____.
Membership
Is a Canadian Or American more likely to have a local Broker or Agent meet with them directly?
Canadian
Name 2 different ways you can narrow your search for finding a specific article.
Typing State, Province or country in along with key words ( ex: Payment plans Canada). Changing from searching all to search Knowledge from the search bar or searching within an article/member page.
Name at least 1 location we can view if the member has HDC.
Salesforce: right side of profile, Left top corner with badge, Drivetrain: mid left side of profile.
How do you keep a channel or direct message in a separate list at the top of your page in slack?
Star it!
People who don't have an active policy with Hagerty can still be a member through___.
Hagerty Drivers Club
This document is typically carried in the vehicle glove box, to show its insured. What is this document called in both the US and Canada?
ID card and Pink slip.
True or False:
There are NO Knowledge Base articles that have both US and CAN information combined.
False.
Aside from the members name, what are 2 other ways we can search for them?
Zip code/ Postal code, State/ Province, Phone number, Email, Policy number, Member number.
Zoom meetings will show up on your __in outlook.
Calendar
Compared to the average Standard auto policies, our members save what percentage on their policies?
30%-40%
The Certificate of insurance in Canada is also known as ___ ____ In the United States.
Declaration Page
How can you store a list of Knowledge Base articles in Salesforce, so you can access them quickly/ frequently.
Favorite/ Star it!
How can we tell how long a member has had their policy with Hagerty?
The years with Hagerty are listed after the policy number, plus 1. starting with -00 for the 1st year. EX: policy #3R257869-05 member has been with us for 6 years.
Responding to a comment on a slack in a ___helps keep the conversation in one place, rather than adding to the main page.
Thread
Name 3 reasons to insure with Hagerty (Not HDC related)
Guaranteed value, Coverage options tailored to their needs, Flexible usage, Youthful drivers & Operators, In-House Claims for US.
How many Knowledge Base articles can you have open at once?
The limit does not exist!
What does 'Images' include and what does 'documents' include?
Images is everything the member sends us. EX: photos, signed adobe documents, ect. Documents is everything we send the member. EX: ID cards, Dec Page, Renewal packet, ect.
In outlook, Creating ___ is a good way to organize email on particular subjects that you want to keep and helps keep your inbox clean
Folders
What is the name of the membership in which members gain exclusive access to store premium vehicles, car care expertise and events with the community. (NOT HDC)
Garage & Social
What is the format of US Zip code and Can Postal code?
US: 5 digits
CAN: Letter#Letter (Space) #Letter#
In addition to the top search bar in Salesforce, where else can you search for a knowledge base article?
In the member account ( top right side of members page) OR within another KB article ( along top right side)