ITC
A program use to make quick/soft qoutes
What is ITC?
Phone number or policy number
How to find the Clients policy?
Single screen
What screen do we start off on for quick qoutes?
Call center
Qoute template setting
6 digit authorization code
What is the reference number?
Always click no on...
Prior insurance and car monitoring device
Means policy might not include eveything originally asked for
What does the "!" mean?
The last 4 digits of the card
What is the check number?
Down payment
What is the initial payment?
Min: $200
What is the minimum Broker Fee?
Payment fee
What does "P" stand for?
Billboards, facebook, soical media, etc.
What is a lead source?
Goal: $300 or more
What is the Goal amount for Broker Fee?
Monthly Payment
What does "MP" stand for?
Total invoice and total tender do not match
Why is their a remaining amout due?