Archiving
How many follow up attempts do we do after a CHECKED IN scheduled estimate appointment before archiving?
Two
What does it mean when a shop is showing over 100% capacity?
They are fully booked. We should offer another (optimal) location in the area that is under 100% capacity.
Who should we contact if a customer is asking for an update on their tow?
Tow Team- Allstate, State Farm, USAA, Travelers, and Progressive(locations that we schedule for)
Shop- All other insurance carriers
How many times do we need to contact a customer after a MISSED Engage (insurance) scheduled appointment before archiving?
4
What does the pink background mean on the scheduling calendar for the day?
The shop is over capacity for that day and we should over a day with a white background.
What is the purpose of a Tow Note?
To gather the information regarding where the vehicle is, damages to the vehicle, and VIN so the tow can be followed up on as quickly as possible.
What is the purpose of archiving opportunities?
Working off of one opportunity. Not contacted a customer more than necessary.
What do the different color dots represent underneath the timeframes on the shop calendar? Red/Green/Gray
Red- Appointments are fully booked for the timeframe
Green- Appointment is booked during that timeframe
Gray- Number of available appointments that can be booked
Name the 7 insurance companies that use Agero.
USAA, State Farm, Safeco, Liberty Mutual, American Family, Progressive, and Nationwide.