What an opportunity!
What is the correct way to edit this new opportunity subject line? (Use fake data)
“Auto- John Smith”
What is:
“22 Ford Bronco- $986/6 mo”
Every auto quote should have these discounts included.
What is DSS, MLD, ATD, UOD
Aside from PTO & entering sales, what else are we supposed to use FrontRunner for?
What is Clocking in/out and recording activity!
When clicking on “new opportunity”, what other field is required for office compliance, aside from the product type?
What is “Marketing Source”
Aside from liability, this coverage should be included on every auto policy quote
What is S coverage
When a referral or person referee calls in, what should we do?
Ask who referred/thank them for referring, and send referral gift card via referral gift card template
What are the ideal, minimum details (in the Details section) that should be filled out for an opportunity after quoting?
What is: effective date, quoted premium, current insurer, current premium, x-date
Name all situations in which we need a CSF for midterm changes, and what is the process for getting it signed, if not immediately in person?
What is: liability/un/under insured, PIP/HIP, Q, addl pip, comp/coll, add/remove car changes.
use CSF email template that copies to 1-Forms folder for service
What are the stages of an opportunity?
What is: New, Assigned, Quoting, Not Now Follow Up, Closed
Aside from the usual demographic & car info we need, what other pre-emptive questions should you ask a customer before completing an auto quote to make sure we can help them?
What is: ask about how long they’ve been licensed and insured; other household or potential occasional drivers that might help their rate/situation
What is included in the daily report that is emailed by Jenny? What other updates does she send? Why are they important?
What is daily report: production manager statuses, abandoned calls, reported/actual calls/quotes, walk ins/opportunities created, list progress updates; BOD policy issued/mailed; opp not updated properly. GDIGDO!
What are the sub-stages of Quoting & Closed that most opportunities should be moved to?
What is: Quote Provided, Closed Ineligible, Closed Won
This is built into every home policy that causes us to reevaluate their dwelling coverage every few years
What is inflation index
What is add the Trust as an additional insured on the home, and named insured on the auto.