General
What two company placement types do we have?
Standard/Facility & Mutual
What does the Acronym MLD mean
Multi Line Discount
What policy type can multi car discount be applied to?
Private Passenger
What does MCD & MLD Stand for?
Multi Car Discount & Multi Line Discount
Herb's favorite color(s)
What is Black/Red
Name three locations a USA will find information to help work an application?
ADV, Agent Notes, System Messages
What policies qualify you for Multi Line Discount
Renters
Home Owners
Life
How many private passenger policies must a policyholder have for the MCD to apply
2 or more
What does HP, HC & HN stand for?
Household Policy, Household Client, Household Note
# of children Herb has?
What is 3 (two girls & 1 Boy)
What is used to track your learnings and areas of opportunity as you train?
Learning Journals
How do you access the Multi Line Discount History Screen?
typing “MLD” in the trans field on EOT, or in the next field from within the Auto screens
True or False. If you are a non-related household member you can't qualify for MCD?
False
What does ECID stand for?
Enterprise Client ID
How long has Herb worked for State Farm?
15 years
What is the Alphabet symbols for: Emergency Roadside Service, Medical Payments, Comprehensive & Collision
H, C, D, G
How do you access the Client Inquiry Screen
Entering CI in the trans field from the EOT, PMR, HH, or MLD screens to go to the Client Inquiry Screen
What vehicles are NOT eligible for MCD nor counted in determining to apply MCD
Motorcycles
What does TDE stand for?
Terminal Data Entry
What roles has Herb held prior to being a Leader?
USA, Claim Processor, Design Analyst, Agile Coach
Modernization effort that will replace ConnecZ?
Policy Center
Why is the AG code used when applying MLD?
The purpose of the AG is to allow the discount initially until it can be validated by the system. The AG will remain on the file until the next renewal
When a change is received to add or remove MCD, what needs to be considered?
Named insured, qualifying policy, Effective date, Policy type
What does JUA stand for?
Joint Underwriting Associations
A ride Herb swears he will never get on again at Universal Studios?
Tower of Terror