Billing
If you receive a call from a Michigan Policyholder, are you able to take a payment?
List 3 reason why we would automatically mailed or email ID cards?
Vehicle is added or changed/replaced
Named Insured/Spouse or Co-Insured is added or removed (including clerical corrections to a name)
An active driver is updated to Spouse or Co-Insured
An active driver is added or deleted
An active driver is updated to a non-driver
A non-driver is updated to an active driver
An active driver has a name change
VIN is changed/updated
Change of rated state address
With every Declaration (Dec) package for new business and renewal policies
Processing a Cancel/Rewrite
Establishing a Companion Policy
Reissuing a Policy
Change of address within the state of New York whenever there is a change in zip code
What is the state minimum in liability for Montana?
BI- 25/50 PD- 20M
After the (BLANK) use on any one vehicle ERS will be taken off in a 12 month period.
5
What do you have to say if you get a call and there isnt anyone on the line?
“If someone is on the line, I’m unable to hear you. Please visit us online at geico.com or call 1-800-841-3000 for assistance.”
When removing a Policyholder from automatic payments with a checking account, what do you need to advise them of? (This policyholder is NOT on TMPP, they just want to make their payments manually going forward)
Name 3 states that have all active drivers listed on ID cards.
Texas, Colorado and Maryland
A preferred customer calls in to switch their BI to 300/500. Who can approve this higher limit?
Associate.
This physical damage coverage will help you when your car has flooded?
If a canceled driver calls in to get an ID card for the time they were listed on the policy, Can we send it?
Yes!
What do you need to verify when processing a payment with a new checking account?
What do we need to verify before send out an ID card?
Vehicle, Drivers and Effective dates.
Are we able to reject BI and PIP in the state of Florida? If no, Which can we reject?
In this state, you can NOT carry Collision and Uninsured Motorist at the same time.
Colorado
What do we need to document in policy notes when a
Municipal Court Employee calls in?
Caller's Name, Position, name of the court they represent
The policyholder added a vehicle on 10/21 which caused an increase in their premium. The updated billing is as follows:
10/25 - $100.00
Tari will advise
What ways are we able to send an ID card?
Email, Mail, Fax
Do we have to match BI and UMBI in the state of New Mexico?
Yes unless they sign options forms.
True/False Geico will pay for “Loss of Use” when a customer gets in an accident in a rental vehicle when they get a rental car due to a GEICO covered claim.
How does an agent calling out to a number that is not on file need to start the call?
"Hi, may I speak with William Jones? This is Mike from GEICO and I may be on a recorded line for quality and training purposes. Because I am calling a number that is not listed on your policy, can I please verify your DOB and ZIP Code? (Complete verification) We spoke the other day and you needed to get your wife's driver's license number. Did you have that now?"
A Policyholder calls in with questions about their higher payment for this month. When reviewing Timeline/Consolidated summary, you see that they did not make a payment in September. Roleplay how you would explain this to the Policyholder.
Tari will advise.
When a Lienholder calls in needing POC for to show what deductibles are listed for comp and coll, What should we send them?
Binder.
What is the deductible for Bodily Injury Liability in the state of Oklahoma?
Trick question! There is no deductible
Which physical damage coverage could pay out if you are hit by and uninsured motorist that damages your car and if you are at fault in an accident?
Collision
If a Lienholder calls in and they don't have the last 5 of the VIN, what else can we use to verify them? List 4
Zip Code
Full Address
Phone Number (Home/Work/Cell)
Driver's License Number