Show:
Fall Life
Claims
Referrals
Angie is Fired!
Reviews
100

Customers with life insurance purchase this many policies, on average, in their lifetime

7

100

A tree falls on a customer's car while parked, what type of claim is this

Comprehensive

100

Name one type of referral

COI, Personal, Customer

100

How often does Angie think she is fired?

Hourly

100

How many reviews does our Colonie office currently have?

186

200

The easiest way to know what protection the customer has is to do this

Ask them

200

If the customer is displaced from their home, the coverage on the policy is called

Loss of Use

200

What industry is our best referral source

Mortgage Loan Officers

200

What is one of the most common reasons Angie would be fired?

Traffic tickets

200

How many reviews does our Delmar office currently have?

50

300
The most common life event that causes people to get a life policy is

Birth of a child

300

If a customer leaves their sunroof open and rain ruins the interior of the vehicle, is that covered?

Yes

300

On average, what % of referrals do we close?

40%

300

Who calls for Angie's office when she is fired?

Sam

300

What is the easiest way to get a review?

Ask, text

400
Our Fall Life goal for Legacy is

26

400
A pipe burst in the kitchen causing the basement to flood. Will Backup of Sewer cover this?

No. Coverage A and B

400

Name the program our agency has for customer referrals

Share the Love

400

How many referrals would we generate when Angie is fired?

Zero

400

When should a salesperson ask for a new customer review?

Within 30-days

500

Our Fall Life goal for MOA is

18

500
Our customer is hit walking across the street, who's policy covers their injuries?
Their own PIP
500

When is a customer most likely to refer?

Within 30-days of becoming a customer
500

How quickly would Angie be re-hired?

Within minutes
500

What is an easy way to share our link to leave a review?

SF Connect/Text