Standard Operating Procedures
Before cancelling an insurance policy, this important detail should always be confirmed to ensure proper communication & refunds
What is mailing address
Super important with people who move or sell homes. If we don't have updated mailing address they won't get cancellation docs nor refund
After every call and email, you have time for this important task
What is leaving notes?
This can sometimes help you figure out how to make a policy, change, cancel a policy. find documents or determine if insurable interest is required.
What is carrier resource page.
You need to use this service when changing a customers address
USPS address verification
Jake works at an insurance company
What is state farm
This is what we should do to prevent customers from enduring awful music
What is limit holds
When a customer expresses the desire to fire us, this is the approach we should always take.
What is SAVE them
The best place to obtain contact information for an insurance carrier is this
What is Address book
This type of coverage can sometimes be part of an endorsement package, a standalone coverage, or hidden within the comprehensive deductible
What is full glass coverage
A Florida agency offers this type of insurance that covers you when abducted by aliens
What is alien abduction insurance
This is what you do when a customer calls to add a vehicle to their Mapfre policy.
What is "transfer to mapfre"
You’re not a superhero, so instead of relying on your memory, you do this to make sure everything is completed properly.
What are Suspenses
Before hanging up with a customer, this phrase must be said to them
What is "please hold for brief survey"
To ensure accuracy, you should always go over coverages with the customer from this source
What is carrier site?
AMS doesn't display all coverages nor does it display them properly. Cannot see endorsement packages like full glass, etc
What is internet issues
Don't be cold, you should always transfer this way
What is warm transfer
To avoid being a forgetful detective and doing the same work twice, you should always review these to get the full story of the customer.
What is "review activities?"
If you can't find a customer in AMS, where else should you check to ensure that you've looked everywhere?
Polly for Agents
This policy feature waives your deductible when you are not at fault in an accident.
What is waiver of deductible
This is the only mammal capable of true flight
What is a bat
This is how we authenticate a customer to make sure their unhappy ex-girlfriend doesn't remove their car from the policy.
When sending out LPRs for multiple policy cancellations, how many DocuSigns should you send?
What is 1 docusign
When you need help with underwriting eligibility or have questions, who should you reach out to first?
What is insurance help
This term refers to multiplying your uninsured motorist coverage limit by the number of cars you have on your policy.
What is stacking
In this animated film, the government makes superheroes illegal, forcing Robert "Bob" Parr to abandon his secret identity and become an insurance claims adjuster.
What is the incredibles