BDP
This case has a follow-up 5 days before, and 3 days after the cancellation date
What is a Pending Cancellation case?
I dont know why my rate went up, it just renewed and I already know I didn't lose any discounts or had any accidents/claims
What is carrier rate increase?
What is an Attendance verbal?
Discount driving program offered by Safeco
Right Track
60% of the overall score
NPS
Summary describing actions taken on the call, survey pitch, thanking them for their business
What is a call wrap up?
I got a notice they need the declaration page for my last insurance company
What is Proof of Prior?
Website used to send and receive faxes
What is E-Fax?
Discount driving program offered by Travelers
What is Intellidrive?
Measure of the number of policies retained
What is save rate?
Website we direct our lenders to use
What is Lenderdock?
Pre-planned designated time for a return call
What is Scheduled Call Back?
Jackie May
Main carrier used for properties under renovation/construction
What is Builders Risk Insurance Co?
92%
What is NPS goal?
Client contact actions required prior to closing a case
What is call, email and text?
There is a person I dont know on my insurance policy, why? how?? I'm angry!!!
What is an undisclosed driver?
Arnulfo Rico
What is the name of our Senior Manager?
2 week + follow up required for updated documents and billing
What is Mercury California endorsement?
40%
What is Upsell Goal?
Offering more than what they asked for, an energized and personable experience that leaves a client educated and impressed
What is Above and Beyond service exprience?
My sales agent isn't with Goosehead anymore
What is Goosehead/Corporate Unassigned?
214-447-0877 used to notify GH of tardiness or a last-minute absence
What is the WFM Attendance Line?
Carrier in Florida serviced by specialty trained service team
What is Citizens?
107%
What is the highest attainable KPI overall score?