Quoting
Why is the age first license important?
Because it can affect the rate if they are newly licensed.
We need to know about any tickets (driving violations) that drivers have had with the past _____ years?
3
What are the 2 ways a customer can get taken care of for towing?
Call the tow line and request a tow Or get a tow and send receipt to us for reimbursement?
How do your properly tag your Team mate on a message?
Under the right office code, in the task, place the @ sign in front of their name and right office code and send.
Who was the first Target Customer for State Farm?
Rural Farmers
Truth or False: A driver is eligible with state Farm if they have suspended license?
False
Truth or False? All insurance providers report to the State?
False
What coverage applies if personal items are stolen from your vehicle?
Any HO policy or a PAP
On the customer page in ECRM, name 2 tabs under the drop down on top?
Esignature dashboard and Customer document center
Location of State Farm's Home office
Bloomington IL
we need to know about any at fault accidents that drivers have had in the past ------- years?
5
Truth or False? Your first quote should always have the DSS (Drive Safe and Save) discount applied?
Truth
How do you create and Alert in ECRM?
Notes, new, comments and check alert at the bottom.
Who was the first person to step on the moon?
Neil Armstrong
Truth or False: Vehicle Safety course and Defensive driving course are the same discount?
Truth
What should you start off with on the liability limits?
250/500/250
What does the referral tab on the right top mean for the Household
Shows how many total referrals they have sent, how many are open, Deleted, converted
What is the Capital of France?
Paris
Anti-theft give you how much of a discount? and off which coverage?
10% off comprehensive
When viewing the consumer report for the first time what 2 tabs should you look for?
loss history report and previous insurer report
What are some options listing you will under opportunity in ECRM?
All opportunity. app submitted, CCC opportunities
event leads.
How many Feet are there in 75 yards
225