Best Practices
What is the biggest challenge you will face when it comes to online applications?
Time
What is the only qualification to purchase a United Motor Club membership?
A valid driver's license
Contact with an online application within the first ___ minutes is very important
5
I'm a customer and I had a car accident and broke my leg. This has be out of work for at least 8 weeks. Which insurance would be beneficial for me to have that would help me?
Accident and Health Insurance
After __ days of no contact with an online application, you should focus on more recent applications.
4
I am a customer and I just got laid off from my job and will not be able to pay. Which insurance would be most beneficial to have to help me?
Involuntary Unemployment Insurance
What is the preferred method to follow once an online application is complete?
Keeping customer on the phone while the app is being processed.
Name at least 3 benefits of our tax services
Tax Advance Loans, competitive pricing, refund assurance, available year round, can file remotely, multiple refund options, free estimates, free dependent returns
Finish the phrase: Under___, and over ____
Under promise, and over deliver.
If I have any questions or issues with a tax return, who do I contact first? who second?
DM then Tax support