Home Quick Estimate
Re-Access Quote
SRP Capture Rate
Sales Offer Process
Auto Quick Quote
100

Active and Highly Competitive

What is...."When to click the Home Quick Estimate Button"

100

What we do when the Sales Summary Screen appears on an Auto Internet or Re-accessed quote.

What is...."Present the PIF price to customer and ask for the sale."

100

Provides our Marketing Department with valuable data.

What is...."Ask for and INPUT SRP data."

100

Offer our Paid In Full price.

What is..."The first step in the Sales Offer Process."

100

Leave all pre-filled Auto coverages as they are. 

What is..."The Current Carrier Report is Returned."

200

Passive, Moratorium, Fire-line, State Hold

What is..."Do NOT click the Home Quick Estimate button"

200

When the Other Carrier Screen or ISO 360 Page appears on an Internet or Re-accessed Auto Quote appears.

What is...."Update information on the screen then present the PIF price to the customer and ask for the sale."

200

SRP Capture Rate requirements.

What is..."Ask for and INPUT the SRP information."

200

Ask if they want the sale.

What is..."The 2nd step of the Sales Offer Process."

200

Ask the Customer if they have insurance in their own name and do they know their Current Bodily Injury Limits.

What is...."What to do when the Current Carrier Report is Not Returned."

300

Helps you increase your total sales

What is...."Use the Home Quick Estimate Button"

300

When Missing Information appears on an Auto Internet or Re-accessed quote.

What is...."Obtain Missing Information then present the PIF price and ask for the sale."

300

Provides the sales agent with information that helps to position the sales offer effectively.

What is...."Ask for and INPUT SRP information."

300

Ask the customer what they are currently paying now for their insurance.

What is...."Step 3 of the Sales Offer Process."

300

You automatically quote with 100/300 BI limits for the quote.

What is..."They are NPI and don't know their Bodily Injury Limits."

400

How you get into a raffle each week to potentially win $100.

What is.... "Click the Home Quick Estimate Button!"

400

Do not reconfirm selections made on an Internet or Re-accessed quote.

What is..."What to do when an Internet or Re-accessed Auto Quote call is received."

400

How to prevent your boss from nagging you.

What is..."Ask for SRP and INPUT SRP information."

400

Input the Current Premium Amount in 1View.

What is..."The 4th step in the Sales Offer Process."

400

You counsel on whether they want Full or Limited Tort.

What is..."You are quoting a PA Auto policy."

500

EVERY SINGLE TIME!!

What is...."When do you click the Home Quick Estimate Button that is Active or High Competitive."

500

How we ensure an efficient, better customer experience on re-accessed quote calls.

What is..."Not reviewing all the data input on the quote."

500

It is an expectation on both Auto and Home quotes.

What is...."Ask for and INPUT SRP information."

500

Provides a smooth approach to quickly and effectively ask for the sale.

What is...."The Sales Offer Process."

500

You ask is UM is Stacked or Unstacked.

What is..." You are quoting a FL Auto policy."