Show:
Digital
RNA Quoting
Show Up with Honor "Life"
4 Disciplines of Execution
MLD
100

This SLT is leading in June Online Reviews as of June 25th weekly tracker

TBD

100

Bay Area quoting thru 6/18 (weekly MAASS) compared to prior year to date.

What is up? (by 4%)

100
You can now track this 4 letter acronym on the Simple Conversation Dashboard 2.0

What is PIFF?

100

These 4 things are the Disciplines of Execution

What is:

-Focus on the Wildly Important

-Act on the Lead Measures

-Keep a Compelling Scoreboard

-Create a Cadence of Accountability

100

This is the maximum MLD auto discount offered to customers

What is 28%?

200

This OneNote notebook stores the 2021 Bay Area Marketing & Sales reports

What is the Bay Marketing & Sales Collaboration Calls?

200

Because agents with 3 + tactics write 157% more RNA, Name 3 of the 6 "official" marketing tactics included in this comparison. 

What are: 

  • ILP
  • ATM
  • Event Fund
  • Paid Search
  • ADM
  • Quotes for Good 
200
These two things happen when a customer triggers a life browsing alert

What is:

a life browsing opp is created

a life browsing journey is started

200

WIG is an acronym for this

What is Wildly Important Goal?

200

This is have been proven to be one of the greatest benefits of multi-lining customers

What is retention 

300

True or False: Agents can sponsor a virtual event and receive an Event Fund reimbursement with 0 lead count

True

300

These 'free' tactics can be used by agents to generate auto quotes

What are: 

  • HO without Auto/High     Propensity to Buy Auto
  • Win Back  
  • SEO  
    • Online Reviews
  • Calling/following up     on existing lead lists and aged opportunities 
  •  
    • Screened for DNC/DNM
  • Contact Small     Business Auto Lists (from BLC or other source)
  • Ask for referrals     (giving a gift would add the cost :)

(Feel free to add tactics)

300

Name any three customer details that can be found on the Simple Conversation Dashboard 2.0

What is age, retirement income, employment income, concern, social security benefits 

300

The things we do at work that are important, but not critical to making progress on our goals.

What is the Whirlwind?

300

This is a field in an Opportunity that an agent/team member can use to identify a multiline sale

What is marketing source
400

This is how long a Google My Business post stays live

What is 7 days?

400

Auto Quotes Provided will be tracked in ECRM as long as an agent or TM does one of these things. 

What is attach the auto quote, update the stage to quote provided or enter the quote provided date? (are these right?) 

400

For Honor Club, this is the max number of scorecard points an agent can receive

What is 125 points?

400

Front Run is consider to be this, as it relates to 4DX.

What is a lag measure?

400
The Bay Area has _____% of auto policies with an MLD 

What is 87.89%

500

Google considers these three factors when evaluating an agents online review activity

What is Quality, Quantity, and Response?

500

According to Harvard Business Review, to have the optimum ability to contact a lead, you should make a call within the first ____minutes and follow up at least _____times.

What is 5 minutes and 6 times?

500

Name 3 customer lists/reports agents can use to fill their life sales funnel. 

What is:

Select Term Expiry report

Term conversion

I/J report

Birthday Alert: cross sell/upsell

GIO

Life High Propensity X

500

This is the ideal # of WIGs to achieve success when setting goals

What is 2-3?

500

___________ territory leads the Bay with the highest auto MLD with life percentage at _____%. 

What is Hayward at 2.3%