DRIVERS
Caller refuses to add 15 year old child, who has a permit, on her policy in Colorado. What guideline would you search for?
Driver Status
Direct Washington Auto customer is not able to submit photos for midterm coverage restriction. Is there a process for this and where will I find it?
Yes-PAL Guidelines-WA Midterm Coverage Restrictions Photo Requirements
A customer asks, "On a boat policy, are oil spills covered in Florida?" Where would you find the answer?
FL -Boat -Property Damage or Liability
A customer hits Pre-binding verification (PBV), can the policy be sold now? What guideline is used to find out?
PBV
This This self-assessment will help you privately assess strengths and opportunities for several competencies. What is the name of this assessment and where can it be found?
Highway-Employee Info-Develop Yourself-Inclusion Skill Building-Inclusion Self Assessment
Insured advised she/ he is not at fault for an accident that the POS is showing her/him at fault for. What do you advise the customer and which guideline do you use to do it?
"You can dispute the accident status by calling 1-800-456-6004." using the CLUE guideline.
Caller stated that they use the vehicle to deliver newspapers. What guideline do you use to find out if this is an acceptable risk?
Vehicle Use
Caller called to ask, "I'm trying to add comprehensive and collision to a scooter that is not listed in the dropdown menu, however, the system will not let me. Which guideline would you use?
Liability Only Motorcycle
You want to find solution summary examples to use for PSP for someone that has had a bad claims experience. What guideline can they go for advice on claims?
Features and Benefits
Where will you find our Purpose statement, What we see, what we say, and how we act?
Tools & Resources-Progressive Brand
Customer wants to know if prior accident forgiveness can be honored on a rewrite for a policy. What guideline do you use?
Accident Forgiveness AFM
A customer with an SR22; only wants liability and comprehensive coverage but no collision. Is this allowed? What guideline do you use?
No. Comprehensive/ Collision
Caller lives in Florida and is wanting to insure a golf cart to be used on normal streets and it cannot go over 20 MPH. Is this acceptable? Which guideline(s) can you use?
Golf carts/ Low speed vehicles
Interpreter calls you and states that customer are unable to hear or communicate verbally by phone. What guideline do you review?
Telecommunications Device for the Deaf (TDD)
The caller discloses that he /she does not currently have auto insurance, but he /she is listed as a driver on their parents policy. Would we grant a continuous insurance discount? Where would you find that information?
Yes. Continuous Insurance Discount
A customer does not want to give their Social Security Number and have their credit pulled. What guideline is used to inform the customer?
SSN
A customer has an 2005 F450 and needs coverage for a certain amount. What guideline do you use for a stated amount policy?
Stated Amount
Caller wants an Agreed value settlement option for physical damage on their new Travel trailer. Our quoting system recommends the value of the vehicle at $40,000 and upon asking what the market value is, the caller says $50,000. What guideline would you review to see if we can sell an agreed value policy to them?
Agreed value RV
NY customer cancelled policy. Customer calls back next day wanting to reinstate because not informed about potential fines/penalties which is Mandatory scripting. Is this considered a Progressive error? Where would you find this answer?
Noot a Progressive Error- Lead Sharepoint-Lead News, Announcements, and Knowledge
A primary named insured is asking why they do not have a good student discount on their quote for the State of Minnesota. H/ She mentions that they have a 4.0 GPA. Which guideline do you check for eligibility?
Good student Discount
An insured in Minnesota advised that he is married but his spouse is disabled and he does not want to add her. Is it ok to not list her? What guideline do you use?
Driver Status
I could not access the customer's zip code. What guideline would I use?
Auto Zip Code Edit Procedures
Caller wants a fulltime RV package and wants to protect their personal belongings in a storage shed. What is the maximum cost we will cover under the policy? What guideline would you use?
Full timers
Customer gave strong buying signals and indicates to buy within a week and a half. What guideline would you use to find out if you should own the call?
Own the call
When asked about an AEB system, caller stated that they just had one installed by a mechanic a week ago. What guideline would you review to see if they qualified for the Smart Technology Discount?
Smart Technology Discount