Marine
What is the motto on the Marine team?
"If it floats, it quotes!"
What 4 states got communication recently to complete the AMD107 authorization to sell State Farm Classic+?
AZ, CT, IL, and IN.
How many photos should you request if you quote and proceed with a custom cruiser?
4!
T or F: If you get a progressive transfer, the broker will be automatically assigned.
F: This is broker, we need to manually assign the Progressive Broker (515119)
What is our benefit Spotlight in HDC Weekly?
Marine transfers are always ______ transfers.
WARM!
T or F: We must play the compliance outbound recording when the phone is handed to another authorized party.
True
When is Code of Conduct course due?
2/28/25- You will be scheduled/should’ve been scheduled. Please align with WFM if you missed this for some reason.
What should we do if the a current member who has the progressive broker assigned gets another policy in a different state?
Manually assign progressive broker to the NEW policy if listed as BOR on existing policy.
What is our event Spotlight?
The Amelia
Hagerty Drivers Club members get a ___ discount on their Marine policy in some situations.
5%
T or F: After Call Work should be used if you’re submitting a ticket based on an issue a member or broker is experiencing.
True: Computer issues status should be used if you're facing an issue that is not related to a member or their file.
Share your best AAP pitch!
Answers will vary.
In which state must we select which vehicle a youthful operator drives?
North Carolina
What is our deal of the month?
True or False: We cannot offer Liability on Amphicars
False!
What are 3 examples of Shelf feedback have a 1-Day turnaround?
Instead of 30 days, US Essentia members will get a payment reminder __ days before their renewal.
14
T or F: We MUST insure a vehicle at it’s purchase price if a recent purchase
F- We should be asking members what they want to insure their vehicle for, if it’s in line with HVT, trust the system. Only dig deeper if you hear a concern, get a stop rule, or if it’s full underwriting.
You must add an individual VALU activity for each vehicle that needs ones
T: If there is a value stop rule for multiple vehicles, each needs their own VALU activity.
When considering a commercial marine policy, what kind of usage can we consider?
Charter, guided tours, tour services, water sampling, photography, and dock installation.
T or F: Only specialist can decline true custom cruisers.
False- You can and should decline any business that does not fit our guidelines.
Share your best HDC pitch if a member does all the work on their vehicle themselves.
Answers may vary
T or F: If a member says they want to insure their collector that is stored in the driveway in California we should decline immediately while in vehicle details.
False- We should quote them in full as we want to look at the full picture and let them know exactly why they are being declined, thank them for their interest, leave the door open, and process the decline in DriveTrain
T or F- We must proceed with App on quotes we know we will decline.
False- We can ask about driving record while quoting but understand that there wont be a full picture of driving record in these situations.