ACQUISITION VS RETENTION 2
I’m an existing SF auto PH looking to make coverage changes to my current auto policy – where do I get transferred?
R2
Is having the SFA open on your screen a requirement?
Yes
What is the log in for the Drive Safe and Save Demo App?
UserID: demo+ Password: whatever you want (some people do "password")
What kind of policy will receive the dividend?
SF Mutual Auto Policies
I’m an existing Geico customer (no SF policies ), calling for a quote on my new car - where do I get transferred
ACQ
“This call may be recorded and/or monitored. The information provided may be used for quality assurance, training, record keeping, assessing your application, and to provide a quote and/or products and services to you. For more information, visit www dot state farm dot com slash privacy.”
Verbatim (KA100153)
If the customer is wanting to add Drive Safe and Save and the policy is active – where do you transfer to?
Transfer to Retention 2
How will Mutual customers receive the dividend?
Credit
I’m an existing SF PH who just got his PW reset by R1. I already have auto insurance with SF but would like an insurance quote for my home - where do I get transferred?
ACQ
“I can authorize direct billing of the emergency road service fee to State Farm. The policy has a limit of $ _____. You may direct-bill State Farm for services up to this amount. My name is (provide first name and first letter of last name), and my alias is ______.”
Verbatim (PRO101574)
List the 7 types of feedback:
Acceleration, Braking, Cornering, Speed, Phone Use (not applicable to the discount), time of day, and time traveled
When will a balance due policy not on SFPP receive their credit?
When the new balance due is sent. (50/50 option)
I’m an existing SF auto PH who calls in to add a car - where do I get transferred?
After adding the car, the specialist pivoted to renters insurance and the PH is interested in multi-lining, who handles the renter’s insurance quote?
R2 / ACQ
“Generally, the coverages a customer has on their State Farm® car policy extend to a rental vehicle. The coverage types and amounts, including the deductibles, remain the same.”
Verbatim (PRO100354)
What are the 2 states that Drive Safe and Save is not offered in?
California or New York
New York, New Jersey, and Washington DC.
I’m an existing PH calling for a boat quote – where do I get transferred?
R2 handles added / replacement boat. ACQ would discuss brand new boat quote.
“I have a credit card payment ready to process in the amount of $____. Do I have your authorization to proceed?”
Non-Verbatim (AF100036)
When should you pivot for Drive Safe and Save?
Every Call
You would create a new log rather than Case and Task.