Home for the Holidays
What is the most popular New Year's celebration in the United States?
The Times Square Ball Drop in NYC
FL Auto- No coverages were discussed. UMBI is "Do Not Include"
N/A Auto Coverages
Since one drive has yet to successfully install. OPP: Auto Credits.
This person is our newest addition with their own new addition.
Louis
Agent pre-checks off TrueLane disclosure but verifies 5 years/data plan, after a lengthy discussion about phone compatibility, they capture phone number and move on. Is this scored, if so, where?
Compliance - NO.
What do we call the horn shaped decoration on the Thanksgiving table?
FCA Customer is married but no other drivers pop up from 3pd, spouse licensed.
Yes Driver Development
Nada. When the policy deductible is the same they do not need to disclose separately.
If she's not melting in Texas heat she's melting Verints amount of samples completed.
Magaly
FCA WV- Customer states their spouse doesn't drive much anymore but once in a while because they had large medical diagnosis a few months back that keeps them from driving. No additional development done. How do we score this?
No (Auto Eligibility)
It is a German-American tradition to hide an ornament shaped like this food item on the tree.
A Pickle
SCH- Agent reviews Rebuilding Cost information, no changes made, Additional detail screen already completed.
N/A Rebuilding Cost
FC Bundle- We find out from auto policy driver is widowed. On bundle transition agent doesnt ask co-applicant, there is only 1 hhm and no one else on deed.
STRONGLY TIP (Tip it like an opp as Dina or Magaly would say). Home Rating Elements
This person has "Pig".
Josh has a cat named Pig.
Agent puts bank account number into AWS. Is this scored? If so, what bucket?
OPP: Compliance.
What is the name of the holiday known as the Festival of Lights?
Diwali
SCA- Truelane screen has a phone number and disclosure checked. However, agent asks 5 years data plan and phones are eligible.
SCH-Customers AARP membership number pulls back but needs renewed. Instead of renewing current membership number, agent clicks no and signs customer up for new membership.
Are you scoring tip/opp or nothing? IF scoring, WHY?
OPP: Home Credits
AARP Membership is Tenure Based on Home
This persons preferred mode of travel includes lots of aluminum alloy metal.
Veronica preferred mode of relaxation is by Airstream.
Agent appropriately declined a quote for Wood Stove not being cleaned annually, and customer asked for the price if they do proceed to get it cleaned. Agent clicked previous, and then clicked yes on annually cleaned, gave price and exited quote. Is this scored, if so, where? What would be one additional coaching you'd provide?
Home Eligibility- NO.
With a big coaching emphasis on not quoting based off hypotheticals.
When its really cold, The flavor isn't enough to keep anyone from singing this song.
Ice Ice Baby
FCA Issue NM- Single car policy, agent does not state stacking and UMBI included. Customer stated No for coverage review, but wanted a $500 deductible in which the agent appropriately updated.
Yes. Stacking not available in NM for single car policies. Auto Coverages.
Second Contact- Broken Bundle, agent inputs dummy numbers into account credit field but does not go back to update in portal post issue. No other credit conversations.
Two Part Answer**
TIP Home Credit (N/A Score)
C/A (Summary Field) for correction in portal.
This person speaks Arabic.
Dina
FCA- Success screen prompts an AARP Failure to Renew, agent does not disclose to customer, however stated early in call AARP was needed (Non DTC state). Is this scored, if so how/where?