Billing
NI is calling to pay using his son's card. What can you do?
Card payment
Request to speak to account owner or authorized user
NY.- Is spousal supplemental coverage mandatory?
GL Supplemental Spousal Liability (SSL)
No. Can be declined.
It is Saturday 10 AM, ET, NI is buying a new car at dealership, when and how do you use an RTA form?
GL Registration and Title Application Form
When:
What does it mean to Cancel a policy with convenience?
Cancel with convenience
Which GL do you use to consult benefit features of the mobile app?
Treatments /OLS
Which payment types we cannot take?
Card payment
American Express
not bank VISAS e.g., Chime, Green Dot)
NI is renewing her car registration in NJ and needs the company code, how can you find it?
GL. DMV Company Code
DMV code listed in ID card
Tool used to check status of documents received by Processing dept
POWR
This service detects major accidents in real time and contacts customers to offer emergency services or tow assistance. How is it called and how do you find it?
GL Treatments - OLS
Do I have benefits as a PGR customer if I want to rent a car?
Yes. Perkshare discounts from PGR
You’re making a card payment, but the customer’s name has 27 characters. What do you do?
Card payment (FAQS)
Enter first name in full & initial of last name
Which states do not participate in the Loyalty Rewards?
GL Loyalty Rewards Program (Silver Gold Platinum Diamond Emerald or Crown)
Alaska, California, Hawaii & North Carolina and NJ on Basic Policies.
What is a free form memo request and when do you use it?
Free Form Memos
AZ Customer called because her policy increased. Policy activity shows increase due to YDD. What do you do?
Youthful driver discovered
Consult/warm transfer 277
Which PGR partner offers Jewelry insurance?
Lavalier "PGR advantage products"
Customer policy is pending cancel for nonpayment, but he can only pay half. What can you do?
Partial payment
Partial payment is not acceptable.
NY.- NI sold her vehicle yesterday and wants to remove it from her policy. What do you do? (registration still not cancelled).
GL Delete OR Replace Vehicle - FS6/FS6T Requirement
Read script and advise to contact DMV.
2 reasons to rush a request when using online forms
Rush request
How do you change the policy inception date if customer paid quote and is calling because policy will start 2 weeks from now and she needs coverage today? (Direct policy)
Policy Effective / Expiration dates
You check this GL to review minimum coverage in a state
Spotlights
NY. Do I pay any fees to my state for having a vehicle?
Charges and fees
Motor Vehicle Law Enforcement Fee
NC. Saturday, 11:00 AM/ET; NI is calling because she needs an FS1. What is an FS1 and how would you handle the call?
GL State Reporting: Insurance Verification (FS1)
FS1: NC certificate of liability insurance
Transfer call to IVT / 184
A 3 year PGR Customer needs a Dec Page from his policy of 1.5 years ago. How do you send it?
Customer requests email response
Can you send a document by fax if customer is in a different country?
PCV tool + International faxes/Phone number
NI calls to ask will I get a discount if I purchase a motorcycle policy?
Yes, bundle special lines