Show:
Finish the Lyrics
MA
Rate Increase
Usage
Cancelling Policies
100
She says, "We've gotta hold on to ____ __ ___. It doesn't _____ _ __________if we make it or not. We've got _____ ____ and that's a lot. For ____ we'll give it a shot."
1. what we've got 2.make a difference 3. each other 4. Love
100
MRPH calls to cancel his MA auto policy. The agent offers an NNO policy to MRPH. Was this retention effort handled correctly?
No MA does not offer NNO policies
100
According to the screen shot what caused the policy to increase upon renewal?
Rate Filing
100
Mr. Smith called to c/r his 2013 Dodge Durango with a 2016 Dodge Durango. Will usage be required to address other than the PAM estimate in our assumptions statement?
No
100
A MA PH calls to advise that their prior insurance company needs proof that they are now insured with GEICO. What would the agent need to do?
Send a 2A letter
200
If you wanna call me, call me, call me. You don’t have to ____ ‘bout it baby. You can ____ __ __ in the dead of the night; Wreck my plans, baby that’s alright. This is a drop __________ kind of thing.
1. Worry 2.wake me up 3. everything
200
In MA how many years do we surcharge a PH?
A surcharge lasts for 5 years in MA
200
According to the screen shot why did the policy increase upon the PH's renewal?
Rate filing
200
I called to update my address from 123 Main St. Buffalo, NY 14228 to 235 Main St. Buffalo, NY 14228. What usage conversation will you have with MR.PH.
"Will there be any changes to how the vehicle is used such as days and miles to work or school?"
200
MSPH friend Jane Smith called in to cancel MSPH policy because she switched to another company. Looking in PLOG you see (screenshot). Can she cancel the policy?
Yes, once full authorization is given they are able to cancel the policy.
300
Take me on a ____ I deserve it, babe And don't forget the _______ every anniversary 'Cause if you'll treat me right I'll be the perfect wife Buying _________ Buy-buying what you need
1. date 2. flowers 3. groceries
300
When is the only time (no exceptions) Fireball is required to be used to create an RMV-1 form.
When the vehicle is purchased outside of MA and it is being leased.
300
Per the screen shot why did MSPH policy premium increase?
Her PIP coverage selection form was never signed so her policy defaulted to PIP Opt E
300
You are deleting a vehicle off MSPH policy according to the screenshot role play the conversation.
Which vehicle will now be used as a commute? none will there be any changes to how the vehicle is used? no Great!
300
Paulette Noel called in to confirm that her policy was cancelled on 1/12. The agent confirms the cancellation and closes the call. Was this handled correctly?
No the agent, because MSPH does not need to be transferred to a full service agent to be reissued, needs to advise of EP and offer to take it.
400
Another turning point, a ____ stuck in the road Time grabs you by the _____, directs you where to go So make the best of this test and don't ask ___ It's not a question but a lesson learned in time
1. fork 2. wrist 3. Why
400
IN MA we Underwrite for how many years?
We UW for 6 years in MA.
400
According to the screen shot why did the policy increase upon renewal? Role play conversation you would have with the PH.
Rate Filing Comp/collision symbol increased
400
You are adding Kezban to the current policy and get to the usage page how would you address usage according to the screen shot?
Ask which vehicle the new driver will use. Verify the listed usage already listed and address the PAM estimate. Ask if there are any other changes to the other vehicles and verify DVA.
400
MSPH called to cancel her policy effective 1/12/16. The agent starts the cancellation process but gets an error. According to the screen shot what is the agent doing incorrectly?
Must cancel renewal then go back into the policy in OASIS and cancel the policy for 1/12/16.
500
Is this the real life? Is this just _______? Caught in a landslide No escape from _______ Open your eyes Look up to the _____ and see I'm just a poor boy, I need no _______ Because I'm easy come, easy go A little high, little low Anyway the wind blows, doesn't really matter to me, to me
1. fantasy 2. reality 3. skies 4. sympathy
500
A MA PH (already verified) calls to cancel their policy because they sold their vehicle. What is required on this call? (Must hit all components)
1. Ask: "Will you be getting another vehicle within the next 30 days" 2. Advise of Written Request to cancel. 3. Document PLOG with the PH request.
500
According to the screen shot give all the reasons why the policy increased upon the renewal?
Rate Filing Multi-Line Discount fell off surcharges for Patrick and Rebecca Tier Change
500
MRPH called in to update his address. According to the screen shot how will you address usage when you get to it?
Verify the listed usage for all vehicles (if commute ask for the new one-way mileage) Present PAM on ALL vehicles Verify DVA if it displays
500
Jane Doe calls in to cancel her NY policy because she sold the only vehicle she has on her policy. What is required on this call?
Ask "will you get another vehicle within the next 30 days?"