Why Hagerty
Rather than just insurance, our business strategy is built on _____.
Membership
What are the two primary methods of communications in Slack?
Channels and Direct Messages
True or False:
You will get email on Moratoriums; a temporary leniency offered to those who were affected by a disaster of some sort.
True
Name 1 way to narrow a search for finding an article you are looking for.
Typing State, Province or country in along with key words ( ex: Payment plans Canada). Changing from searching all to search Knowledge from the search bar.
How many pieces of information do we need to confirm from a member prior to diving into their policy?
Three
People who don't have an active policy with Hagerty can still be a member through___.
Hagerty Drivers Club
How do you keep a channel or direct message in a separate list at the top of your page?
Star it!
True or False:
The Driven Daily emails are updates only for the Member Service Center.
False. Those are company wide emails.
True or False:
There are NO Knowledge Base articles that have both US and CAN information combined.
False.
True or False:
You can edit a members email in Salesforce.
True
Compared to the average Standard auto policies, our members save what percentage on their policies?
30%-40%
What does it mean if you have a notification next to a channel?
You were specifically tagged by name, @here, or @channel.
Zoom meeting will show up on you ___ in outlook
Calendar
Where should you go first, if you have questions about a process or procedure?
Knowledge Base.
Name 1 location where HDC can be found in a members account on Salesforce.
One the right side of members account, under Membership tab, or on the left upper corner icon.
Name 3 reasons to insure with Hagerty
Guaranteed value, Coverage options tailored to their needs, Flexible usage, Youthful drivers & Operators, In-House Claims for US.
Responding to a comment on Slack in a ___ helps keep the conversation in one place, rather then adding to the main page.
Thread.
True of False:
You should send a response to every Zoom appointment you accept in Outlook.
False
How many Knowledge Base articles can you have open at once?
The limit doesn't exist
Aside for the members name, what are 3 other pieces of information you can use to search the member?
Zip code/ Postal code, State/ Province, Phone number, Email, Policy number, Member number.
Name 3 of the 4 memberships Hagerty offers.
Chowder, HDC, Garage & Social, Radius.
How many people can you have in a Direct message conversation?
Up to 8 people.
Creating ___ is a good way to organize email on particular subjects that you want to keep and helps keep your inbox clean.
Folders
In addition to the top search bar in Salesforce, where else can you search for a knowledge base article?
In the member account ( top right side of members page) OR within another KB article ( along top right side)
Where can you see if a member has a broker/agent on their account?
Upper right side on their main SF page. Or in the details tab.