General
Policies
Process
Partners
Responses
100

Which state can we not write a CAU policy in through GEICO or any of our partners? 

Hawaii

100

Which policy protects you and your business against claims involving your vehicle?

Commercial Auto Policy

100

What is AAA?

Appreciate acknowledge assume

100

What is one of our partner?

BiBerk, Hiscox, Homesite, Liberty Mutual, Travelers, The Hartford, NICO, BHHC (breeze)

100

What kind of response is "Let's do monthly"?

Agreement

200

Where can we write up a Commercial Auto Policy? 

iCLIQ, SSP, NICO, BHHC (Breeze), Travelers

200

Which policy protects you and your business against bodily injury or property damage, third party claims by your operations, products, or negligence?

General Liability

200

What is DAC? 

Determine assume council 

200

Which partner's policies start with N9? 

biBERK

200

What kind of response is "X contract doesn't start for another month, so I'll call back then when I actually need X policy"

Stall

300

What is a primary need? Name at least 3. 

1. Lapse of Insurance

2. New business / new vehicle purchase

3. Poor service

4. Requirement 

5. Referrals

300

Which policy protects you and your business from mistakes and oversights, including project delays, cost overruns, or giving incorrect advice?

Professional Liability

300

Which GEICO unit handles non-admitted, or high risk accounts, not currently supported by core standard partners for BOP/GL? 

Excess & Surplus

300

Which partner's quotes start with S and policies with P? 

Hiscox

300

What kind of response is "Progressive gave me a quote with the same coverages for $400. GEICO's is double that, so I'm going to go with them"?

Objection

400

What is a Circle of Trust? Explain each step. 

1. Ask a question to determine the need

2. Allow the customer to respond

3. PGF (Acknowledge, recommend, benefit)

4. Ask another question (application or need based)


400

Which policy protects businesses against computer-related crimes and losses?

Cyber Liability

400

What are the 5 components of strategic selling? 

Active listening, tailored responses, expert professional, persuasion, confidence

400

Who can I write a Workers Compensation policy through?

Biberk, Homesite, Liberty Mutual, Travelers

400

What kind of response is "oh wow"?

Statement

500

What can NEVER be copied/pasted? Name at least 3. 

  • Financial Account details, including:
    • Account numbers
    • Routing numbers
    • Credit card expiration dates
  • Social Security Number
  • Driver’s License Numbers
  • Passwords or the responses to Security Questions
  • Email Addresses 
  • Date of Births
500

Which policy protect goods in transit, equipment on a job site, or property they've temporarily put under someone else's care 

Inland Marine

500

What is the 5 step closing process?

0. Restate the primary need

1. Present the rate and ask for the sale

2. Allow the customer to respond

3. Listen and identify customer responses 

4. Effectively handle the response 

5. Re-ask for the sale

500

Where can I write a monoline Inland Marine policy covering large equipment such as an excavator? 

 Liberty Mutual

500

What kind of response is "I want to buy this policy, but I wont get paid until Friday, so I can call you back then"?

Obstacle