Be still in the water
What is our binding authority with Stillwater?
$1,000,000 for most states with no Underwriting approval needed.
Maine, New York, and New Jersey: Up to $750,000
Name the states we can write Plymouth Rock
CT,MA,NH,NJ,PA
A roof which slopes upward from all 4 sides of a building, requiring a hip rafter at each corner.
What is this called?
A Hip roof
Nationwide will accept homes up to what age?
Up to 99 years old
In which state is a Prayer for Judgement recognized?
North Carolina
MasterCard, Visa, Discover, & American Express
What is our binding Authority for Plymouth Rock?
Homeowners only: Multi-Product agent may bind up to $2,000,000
Agent completed quote in HQX & bridged to carrier site. Agent is missing (or assumed) information to complete sale/bind policy.
What call outcome note should we choose in HQX?
Completed - Required Information
What is the Nationwide Phone number for UW in Ohio?
Phone: 877-877-3578
Nationwide Underwriting Directory | Knowledge | Salesforce
Regarding New Jersey Policies What does SAIP stand for?
Special Automobile Insurance Policy aka "Dollar a Day"
Customer has a Husky Seeing eye dog with no bite history will Stillwater accept this dog breed?
No- The following breeds are unacceptable, even if used as seeing-eye dogs, police dogs, or disability assistance pets.
What are the names of the packages in Plymouth Rock?
Good, Better, Best
Customer has a Manufactured Home what speed dial do we transfer to?
Based on agent availability, Consult/Warm transfer using 730 with caller if determined call should be handled by another PAA agent.
What is the maximum limit for Other Structures with Nationwide?
There is no maximum limit for Other Structures.
In NY can I exclude my 49-year-old mom from my policy she lives here but does not drive my car?
No, Exclusions are not available.
A discount may be applied for customers aged 35 & up for Stillwater.
True or False?
False - A discount may apply based on the age of the insured - if age 40 & over.
Which state has restrictions on certain dog breeds for Plymouth Rock?
Connecticut
What are the 6 sales Skills?
What must you advise customers with business or daycare in their home for Nationwide?
Policy excludes coverage for all claims related to business or daycare.
True or False
Policy is ceded when Progressive's rate for Liability coverage is lower than the North Carolina Rate Bureau rates.
False- Policy is ceded when Progressive's rate for Liability coverage is higher than the North Carolina Rate Bureau (NCRB) rates.
If we get an Underwriting referral for YrBltReview: Year Built what is our next step?
Do not submit to Stillwater underwriting. Choose another available carrier
True or False
Land Trust are acceptable with Plymouth Rock
False!
Land trust: unacceptable
Unacceptable Risks | Knowledge | Salesforce
Name our 4 consumer segments
Sams, Dianes, the Wrights, and the Robinsons
Are Secondary/Seasonal residences acceptable with Nationwide?
No
A MA customer is requesting an RTA Form due to a change of insurance company what do we advise the customer?
Advise customer that we will send an electronic record to the state automatically within 24-72 hours, not including weekends & holidays. No further action.