SOPs
What does SOP stand for?
Standard Operating Procedures
What email must be sent directly after a WT call?
Recap email (2025 Smartfinancial Walkthrough Recap) With 2 attachments
What does CPA stand for?
Cost Per Aquisition
How often should a SmartReview be conducted?
Every 15 days is confidence level is low (1-3)
Every 30 days if confidence level is high (4-5) (with an optional PCI in 15 days before)
What is the Key periscope you should be living in?
What do we need to say at the beginning of every call?
Hi, this is AM name from Smartfinancial calling on a recorded line.
What two filters should never be ran together?
Homeowner and Multicar
What is the CPA on this account?
150 leads received at $8 / lead
5 sales marked on dashboard
$240
How many key steps are there in the TED process?
4 key steps
Other than paychex, what system should you make sure you are logging into first thing in the morning to track attendance?
Admin
60% or more
What is the minimum amount of hours that needs to be on the call settings for changes to be able to be saved?
25 hours
What is the CPI on this account?
$7 / lead
247 leads received
6 multi sales - 19 items
7 single policy sales - 7 items
$66.50
What does TED stand for?
Tell Me, Explain to me, Describe to me
Name 2 filters that need CSM assistance and approval to add (Name the filter and the product it is used for)
Auto Data - Age, Auto Data - Multicar, Home Calls - Property Type, Health Data - Income, Health Calls - Income, , Auto calls - Multicar, Commercial Data- Commercial Type Filter, Commercial Calls - Commercial Type Filter
Can you and SHOULD YOU make your own smartviews?
NO, you CSM approval for any Smartviews needed
What are 2 key habits does an agent need to have in order order to be successful with data leads?
Speed to dial, follow-up process, CRM, diversified profiles
What is the CPA on this account?
Campaign 1: $7 / Lead 37 leads received - 3 sales
Campaign 2: $9 / lead 87 leads received - 6 sales
$115
Mr. Agent, are most likely recieving these due to consumer dishonesty, all forms are filled out by consumers only and we are not licensed to run any kind of reporting (MVRs, CLUE, Credit, Income, Health etc.)
What 3 things do you need to do if you are out of office?
Slack Icon, Forward Calls, and Vacation Responder on email
Is the following scenario a valid winback?
AM1 calls agent, agent asks for a call back in a month. AM 1 sets task for 1 month out. AM2 calls the agent 15 days after the call and signs the agent up.
Yes, the task was not upcoming in 3 - 4 days and it has been more than 14 days since last conversation with agent
What are the key points you should go over on the billing tab? (Must name at least 3)
What is the cost per quote on this account?
Campaign 1: $8.50 / Lead 62 leads received
Campaign 2: $9.50 / lead 78 leads received
27 quotes
$46.96
Which campaign is performing better?
Campaign 1: $7 / Lead 37 leads received - 3 sales
Campaign 2: $9 / lead 87 leads received - 6 sales
Campaign 1 (CPA is $86, while campaign 2 CPA is $130, both are performing great!)
What platform do you use for pricing AND what periscope helps you do comparison pricing and filters
AM Playbook, AM KPIs