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What type of communication is emphasized for RPs?
What is proactive communication?
What should you do immediately after receiving a referral?
What is notify the RP and thank them?
Why should we notify RPs about higher premiums?
What is to explain potential objections or concerns?
Why should we notify RPs about higher premiums?
What is to explain potential objections or concerns?
Who should be informed if a client doesn’t respond by Day 3?
What is the RP?
What’s the response time expectation for urgent quote requests?
What is same-day turnaround?
What are two common reasons for higher premiums?
What are dog breed and bad claims history aged roof, lack of updates?
How often should you update the RP throughout the process?
What is proactively and as needed?
How fast should quotes be turned around after initial contact?
What is 12 hours (or 1 business day)?
What tone should your communication with RPs always reflect
What is professional and transparent?
Within how many hours should the first client reach-out happen?
What is 2 hours?
Name a history-related factor that can cause high premiums
What is a claims history?
When providing quotes, what document should also be sent to the RP?
What is the client proposal?
Why is it important to explain premium-impacting factors early?
What is to avoid surprises and build trust with the client and RP?
If it’s not urgent, what’s the standard quote turnaround time?
What is 1 business day?