DMS
SDEI
COVERAGE MATRIX
Closing
Fullfillment
100

The dms diary action when you sell a policy for a team mate to let them know.

What is z20 

100

 The one subject we should acknowledge if the insured brings it up and move on

What is weather

100

coverages we must offer on a mobile home primary

What is Earthquake, flood Rc, and repair c on  pp and home, scheduled pp

100

Verifying the phone can receive a text message before issuing a casualty product

What is a good practice to ensure that the insured will be able to receive the code to doc u sign.

100

Usaa started using foremost in

what is 1995

200

The strategy used to capture online quotes.

What is Obi's 

200

Example: Do you have a pool or trampoline on the premises?

What are ways to pair questions together.

200

Coverage we should recommend on all vacant homes.

What is earthquake, flood, vandalism, liability and adjacent structures.

200

Alabama and Missouri do not use

what is doc u sign

200

Using the USAA phonic alphabet W is and Q is

What is Whiskey and Quebec

300

21st Century policy holders go into this market plan

what is market plan 3.

300

 SDEI stands for

what is Sales Designed Experiment Intervention

300
Policy form we write vacant homes in. (ex Tx)

What is dwelling fire 1 (df1)

300

You will receive your policy documents in 7-10 days please be aware that a bill may be enclosed that you have just paid.

what is what you should tell every customer you sell a policy to

300

AARP has a waiver of the deductible if the damage is over $5000 what two states do not have this benefit.

What is North Carolina and Texas 

400

RPF diary action

what is a referral for Foremost

400

The true and complete disclosure question

  • What is Do you agree that the answers you gave to my questions are true and complete?
400

Total loss settlement is not available on these products

What is custom Motor Homes and Tiny Homes

400

Closing starts 

What is at the start of the call. (Mindset). 

400

reasonable and necessary expense in towing means

What is multiple uses and what ever would be reasonable and necessary to retrieve the vehicle.

500

For phase 2 of the  Sales Designed Experiment Interventions that were implemented for Specialty Direct, this subject,  we are discouraged from talking about

What is weather

500

 I wouldn't want insurance to hold up your loan process."

What is the New purchase close 

500

The only coverages that cover the physical vehicle insured

What is collision and other than collision

500

You have attempted for the sale and received your 3 no's. Next step is to offer

What is quote number and call back number emphasizing "any one person will be able to help you"

500

Producer code can be found in this resource in KCS.

What is the Fulfillment page.