MACR
What Credit Card is unacceptable as a payment menthod?
American Express
PHA is offered but the customer is interested but to busy to receive a quote at this time, and wants to speak to an agent another time .. What should you say?
Discussed follow up next contact
Many of my customer in your situation often have questions about
instant proof of coverages
Uninsured Motorist Bodily Injury
Pay for damages you suffer, including medical costs, if you are hit by someone who is uninsured or has insufficient insurance. I've included limits of $___ per person not to exceed $___ per accident.
Homeowners/Renters Insurance
Is it important for you to be able to bundle your lines of insurance to save money?
Automatic withdrawal for monthly payments; reduced installment fee of 1$ per payment
EFT
What speed dial can be used for customers who already has a quote for homeowners or renters insurance
762
what agents use to look up customers policies if they don't have the policy number available
Phone Number
Most people going through a divorce have questions about whether to include___________
their ex/spouse on their policy.
Driving History/Snapshot
Are you currently being rewarded for your safe driving habits?
What customers can log into to make payments, policy changes and view/print/upload documents
online service and mobile app
Name a Carrier for PHA that can not be contacted by the 888-827-3183
(ASI Renters or Foremost)
do not _____________
during any portion of the call even if the caller has been verified/authenticated
provide any personal information (address, debit/credit card and banking info, DOB, DL #, email address, SS # or telephone number) to callers
Most people buying insurance for the first time wonder if________
The rate will be high.
Previous Insurance Tenure
You've been with your (current company) for ___years. Are they doing anything to reward your loyalty?
Mandatory script after a customer purchase a policy
post binding script
Manufactured Homes with no underwriter should be warm transferred to what speed dial.
731
name 2 proofs of verification when the additional interest/lienholder call in
vehicle year and make & last 4 of VIN #
Collision
Pays to repair your car if you are in an accident. I've given you a $___ deductible.
Email/ Online Use
Are you comfortable doing business online?
Mandatory script to be read before you take customer initial payment
pre binding script
What are the PHA Customer Care Team Hours
8:00am-8:00p.m Monday -Friday
a legally binding document providing someone to act on behalf of another
what is a power of attorney/trustee
Roadside Assistance
Provides 24x7 roadside service and towing
Homeowners/Renters
Does your current company give you a discount for having multiple lines of insurance with them?