Metrics & Routing
WHAT IS THE CURRENT WRAP GOAL?
2:05
WHICH ONE IS OUT OF SCOPE? ADDING OR REMOVING COMP & COLL COVERAGES
adding
When is a payment required in multi-car states such as New Jersey, North Carolina, Pennsylvania, and Virginia?
WHO IS YOUR CURRENT STATE FARM CCC SUPERVISOR
ANGELA THOMASTON
THE DSS BIND TO OFFER GOAL IS
72%
Binding private passenger vehicles over year 1978, 1972, or 1970?
1972
What is created when a 5th car is added to policy holders account in a multi car state?
A new policy must be created & payment must be taken as well.
When processing Fire applications it is important to use this tool to verify the rating/risk passements.
PBRI TOOL
WHO’S STATE FARM CURRENT CEO
MICHAEL TIPSORD
Customer has questions regarding their Life insurance policy
Transfer call or provide number & business hours for the life response center - 1877-543-3619.
CUSTOMER CALLS TO ADD A TRAVEL TRAILER OR MOTORHOME
RTA - REFER TO AGENT
Private passenger autos and motorcycles can be combined on one policy. True or False
Customer would like to replace their private passenger automobile for a new motorcycle.
Use added vehicle workflow & leave notes for agent that this motorcycle should replace the automobile. Payment still required unless sfpp states otherwise.
NAME THE 4 CITYS IN WHICH STATE FARM HAS HUBS
ATLANTA, DALLAS, PHOENIX, & BLOOMINGTON
When transferring a customer during long holds should you,
A. Offer a warm transfer to the customer.
or
B. Only cold transfer due to long hold times.
A. Offer a warm transfer to the customer.
Customer has commercial autos with state farm but would like to start a standard private passenger policy.
TRANSFER TO ACQUSITION
In what state may a customer need to provide proof of medical coverage based on their PIP selection?
MICHIGAN
Customer calls to add a vehicle to their policy but would like it insured in another state or secondary location.
snowbird workflow (Out of state/ Secondary location)
WHO IS THE FOUNDER OF STATE FARM
George Jacob "G.J." Mecherle
CUSTOMER CALLS TO FILE A COMPLAINT REGARDING THE COMPANY
ESCALATIONS REP
Customer would like to add a insured who is currently listed as excluded on the policy.
RTA - REFER TO AGENT
In Renewal Cancellation states, the coverage gap begins at the TOOF date.
Give an example of both a renewal cancellation state & Expiration State.
Renewal - Alaska-Arizona-California-Florida-Georgia-Iowa-Maine-Missori-Nevada-New hampshire - New jersey - New York - Ohio - Pennsylvania - Texas -
Expiration - ALL OTHER STATES
"A Named insured would like to transfer his policy to his son who is already a listed driver & but will be moving out of state"
Process a ROC - by updating name on application when processing state to state transfer.
WHAT YEAR WAS STATE FARM FOUNDED
JUNE 7, 1922