Auto
Can we add a vehicle that is 41+?
No: no vehicles 41+ years and you can NOT take off platform
Can you add a product after starting a monoline quote?
Yes: A product can be added after a monoline quote has started on any page up to and on the Your Quote Summary page
Can you do a quote with no Costco membership?
No: You must have a Costco membership and can NOT take off the platform.
What can you use if you need to look up a client's information that was provided when they were previously quoted on the Platform?
Recreate app
What are 2 Companies used for ECP on the platform?
Connect and Homesite
When researching an NQNB/CNQ and the reason is for a high-value vehicle, the vehicle that caused the issue will show as?
2018 MBNZ S63 4Matic AMG but the VIN will have the correct vehicle
If a client has a policy on Platform and they want to get a new quote with another carrier on Platform can we quote them?
We will quote them again on Platform and switch policies if that is what the client would like. They would be responsible for canceling their current policy
Are you able to delete duplicate driving history on the platform?
Yes: On the left side of the Platform click Your Progress
Click Auto
Click Vehicles and Drivers
Click Edit on the driver where the driving history needs to be adjusted
Remove the incident with the incorrect date
How many days is a quote stored in the recreate app?
365 days
What companies are used for Choice?
Connect, Homesite and Midvale Auto
Can you add full coverage to a salvage vehicle or vehicle that is 21+ years old?
No: Physical damage coverage cannot be added to vehicles with a salvage/branded title, or vehicles 21+ years old.
What should we do if a client receives a "Whoops!" message
This means that both Carriers are not able to provide a rate for this client. You would want to offer the Agency and transfer the client to the Agency at this point.
What do we use for Age for License?
When they received their license anywhere in the world
What is error code 78465?
This error code is the result of a flag for potential fraud the enterprise cyber fusion team has implemented
What is the Ultimate Question of Life, the Universe, and Everything?
42
Can you bind if CMS/ pictures are needed?
CMS and photos of the vehicle will be obtained on the back end. Expectations will need to be set. (30 Days)
CHOICE
When entering an email address for the client we must always do what?
We must always use lowercase.
If a client has bound a policy online with the wrong effective date when do they need to call back?
They must call back the following day to make any changes. We are unable to process any changes on the same date as the policy was bound
What procedure is used to find the quote number when you need to pull a file off the Platform and cannot locate the quote in the transport or recreate app?
F12
Do we need to list ALL members of the household on the platform?
When determining active drivers, we want to know who drives the vehicle(s). We do not need to list anyone that lives in the household that does not operate any of the vehicle(s).
ECP: Can we add a vehicle that has a customization of $2,000?
No: we can not add any vehicle that has more than $1,000 worth of customization
If the client indicated they have a Costco membership at the beginning of the call but the number will not validate when collected at the end what do they need to do?
The client will need to contact Costco to address the issue. Once resolved, they can call back to purchase the policy on the Platform
What state will have a "Right to Sue" advisory link
Kentucky- this is required to be read
How many data points do you need to retrieve a quote?
5
first name, last name, DOB, zip code, and email.
What needs to be done next if a quote is not bound and the effective date chosen passes?
The quote is expired and will no longer be available to be recalled. The client will need to be requoted on the platform