Sales Machine
What is the minimum personal property limit we can use on a tenant quote?
20,000.
The system defaults to 15,000 and will need to be changed.
We can't offer brand new belongings below 20,000.
How much coverage is provided to personal property in storage off premise?
10% of the Personal Property limit or $1000, whichever is greater
What is the minimum expectation for AWDs worked in 60 minutes?
7
What is Smart home?
What states are currently participating?
multifunctional sensors that delivers meaningful notifications directly to your smartphone. Notion alerts when people (or pets) are coming and going, the moment a sink leaks or smoke alarms are sounding. Notion provides peace of mind and the difference between costly damages.
Alabama, Arizona, California, Connecticut, District of Columbia, Illinois, Iowa, Mississippi, Ohio, Texas, Vermont, Virginia, and Washington
You should validate policy changes for how many months prior to your call?
3 months
Which option should you choose for the Smartride discount program? Vehicle device or Mobile App?
You will choose mobile app. We no longer use the vehicle device for Smartride. The mobile app gives the discount at the driver level instead of the vehicle level.
How much customization is included on a policy?
What would it cover?
custom grilles, louvers, side pipes, hood scoops, or spoilers; custom wheels, tires, or spinners; custom chrome, murals, paint work, decals,
If you receive an AWD that has no action needed, would you need to leave a note in fusion?
Yes,
Even though you did not do anything on the policy we should note that you received an activity and that you determined no action is needed.
You should ALWAYS notate a policy
Someone calls in stating they are a police officer and need account information. What can you release?
Must be treated as a unlisted caller.
I need a dwelling Fire quote in California. Which system would I use to quote?
Agent Center
KN20862 - System Chart
I have a new 2020 Honda Accord and an older 1999 Dodge Neon. I would like 100/300 on my 2020 Honda accord and 30/60 on my dodge neon.
Can I Do this?
You cant!
BI coverage must match across all vehicles
:)
The policy is cancelled and not eligible for reinstatement.
If that is the case, Get supervisor approval and notate Fusion on what you did, why, and how approved
Submitting 2WC to apply credit
In what circumstance would it be ok to exclude a spouse from auto coverages in Iowa?
Never been licensed
Medical Reasons
Which CMA Lead will you need to validate spelling and what spelling needs validated?
New Member Follow Up/Internet Bound
My auto quote just became ineligible. What are my options in CA,NJ,NY,OK, and FL? What are my options in all other states?
1. Progressive
2.National General Warm transfer
What is Easy Pay Discount? When is it eligible?
it is a 1 time 30 reduction in premium when the NI signs up for both REFT and Paperless
How do you inform Underwriting that we have acquired the information/documents needed?
PolicyCenter>New Activity>Request to Underwriting>Follow-up to Underwriting request
What are the underlying limits needed in order to quote an umbrella policy?
250/500/100
How can you tell if the NI has registered their smartride mobile app?
on the usage based screen in policy center. It will state registered or not registered.
What does the following statements mean:
Ask the following:
1 Are their other policies in the Household. Does a roommate also have a NW policy? This will add multi-car/Multi-driver discounts.
2. Company car is not the vehicle on the quote. It means do they possibly drive a company car home from work, which would mean she drives her own car less.
Valuables Plus:
When would we require an appraisal?
What are the benefits of scheduling Vs Not Scheduling
Value over $10,000 KN26679
No Deductible, coverage is open perils
adds mysterious disappearance
KN22045
Post inspection it was discovered that the property is under-insured. How can you break down the changes that caused the increase
Open MSB from Fusion Quicklinks
search the policy number
Check box the original and the new
compare.
Where do you find the correct Property qualification questions?
When do you ask them?
In PolicyCenter
At the beginning of the bind
How would you assist a member to set up their online account?
COAST