Why Hagerty
Slack
Outlook
Knowledge Base
Salesforce
100

Rather than just insurance, our business strategy is built on _____.

Membership

100

What are the two primary methods of communications in Slack?

Channels and Direct Messages

100

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

100

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.  

100

How many pieces of information do we need to confirm from a member prior to diving into their policy? 

Three 

200

People who don't have an active policy with Hagerty can still be a member through___.

Hagerty Drivers Club

200

How do you keep a channel or direct message in a separate list at the top of your page? 

Star it!

200

True or False:
The Driven Daily emails are updates only for the Member Service Center. 

False. Those are company wide emails. 

200

True or False:
There are NO Knowledge Base articles that have both US and CAN information combined. 

False. 

200

True or False:
You can edit a members email in Salesforce.

True

300

Compared to the average Standard auto policies, our members save what percentage on their policies?

30%-40%

300

What does it mean if you have a notification next to a channel? 

You were specifically tagged by name, @here, or @channel. 

300

Zoom meeting will show up on your ___ in outlook 

Calendar 

300

Where should you go first, if you have questions about a process or procedure? 

Knowledge Base. 

300

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. 

400

Name 3 reasons to insure with Hagerty (Not HDC related)

Guaranteed value, Coverage options tailored to their needs, Flexible usage, Youthful drivers & Operators, In-House Claims for US.

400

Responding to a comment on Slack in a ___ helps keep the conversation in one place, rather then adding to the main page. 

Thread. 

400

True of False:
You should send a response to every Zoom appointment you accept in Outlook.

False 

400

How many Knowledge Base articles can you have open at once? 

The limit doesn't exist 

400

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. 

500

What is the name of the membership in which members gain exclusive access to store premium vehicles, car care expertise and events with the community. (NOT HDC)

Garage & Social

500

How many people can you have in a Direct message conversation? 

Up to 8 people. 

500

Creating ___ is a good way to organize email on particular subjects that you want to keep and helps keep your inbox clean. 

Folders 

500

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)

500

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. 

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