Processes
The process of recording interactions with the customer, or any information regarding the customer or their policy
What is documentation?
Auto Coverage for theft, fire, vandalism, or hitting a deer
What is comprehensive?
The company we mainly use for customers without prior insurance
What is Progressive?
Boat coverage that will help you if you motor stops in the middle of the lake
What is towing coverage?
A home coverage that matches roofing and siding for a partial loss
What is undamaged roofing and siding?
The process of setting up an automatic response when clients or team members email you
What is setting up your out of office?
Auto Coverage that will pay for medical bills for the rest of your life as a result of an auto accident
What is Unlimited PIP?
A personal lines company that is stationed in Lansing Michigan
What is Auto Owners?
What is personal effects?
Home Coverage for water that backs up into the basement or main floors of a house, through a drain
What is water back up?
The process of contacting a client on an annual basis to go over coverages
What is a review call?
Auto coverage that has the same deductible as comp, unless a lower deductible or no deductible is chosen
What is glass coverage?
A company that only takes electronic and card payments, and only does business electronically
What is State Auto?
This boat coverage protects a passenger is they are injured on your boat
What is medical payments coverage?
A coverage that covered utilities under the ground, from the customers home to the road
What is Service Line?
The process of setting up an automatic response to your coworkers if they message you on teams
What is setting your away status?
Auto coverage that protects you from other drivers that do not have insurance, or do not have adequate insurance
What is Uninsured/Underinsured?
HULA is a discount sheet offered by this company
What is Auto-Owners?
A coverage that would cover you if you ran your boat into a million dollar boat and did massive damage
What is Liability coverage?
A home coverage that would protect a customers assets after hitting someone with a golf ball at a golf course
What is liability coverage?
The place you put your appointments, meetings, and other commitments that your co-workers can see them
What is the shared calendar?
Auto coverage that will ensured aftermarket parts will not be used when repairs are made
What is OEM parts?
This company will non-renew a high value home if it does not have a central alarm system
What is Citizens?
Boat coverage that will pay for oil cleanup and wreckage removal if your boat sinks
What is liability?
A home coverage that will cover needed updates after a loss as required by law
What is Ordinance and Law?