Sales
Name all 5 phases of the Model Sales Process in order.
1. Opening
2. Discovering
3. Presenting
4. Closing
5. Objections
Who is our VA Product Manager?
Tanya Ranguma
What does PKM stand for?
Production Key Metrics
What is our most frequently requested marketing item?
Policy Jackets
What company provides us with our Company Cars?
What company do we use for Expense Reports?
1. Enterprise
2. Certify
What three Companies do we consider our Biggest Competitors?
1. Progressive
2. Kemper/Infinity
3. National General
What coverage is specific to FL?
PIP
What does AssuranceAmerica do that makes us unique compared to the competition? What are we most proud of as a company?
Who created and manages the Resouce Center?
Sharory Reid
Name our Current top 3 states, written premium wise, in order.
1. Florida
2. Georgia
3. South Carolina
What States have company placement active?
AL, IN, SC
Policies in Force
What is the name of our Main Reinsurer?
Hannover Re
What are the main 3 Rating Platforms AssuranceAmerica operates on?
ITC
EzLynx
PL Rater
How many states are we licensed to do business in?
24
Who is our NE Product Manager?
Jason Blalock
Loss Adjustment Expense
In what format are our Agency Posters offered?
A. English Only
B. Spanish Only
C. 1 Side is English 1 Side is Spanish
D. English and Spanish
D: English and Spanish
Standard operating procedures
As of today, is AssuranceAmerica above or below plan for the month?
How many Rate changes can SC file each year?
2
How do we currently identify in Salesforce which accounts are BDG accounts?
The BDG box will be checked
How many different marketing items are available to our Agents on our Marketing inventory website?
9
What company do we work with for funding of Visa Cards for AD&D/R.S. sales?
Skylight