SAS Terminology
"Dirty Dirt" translated into Spanish
Escombros Contaminados
Can a Farm Bureau Agent request to cancel a policy?
Yes
Departments>SAS>National Accounts - SAS Only
Can any National Account Agent write CA DS&G policies?
No
Who does not have access to FAO?
Subagents not listed on the policy
___= Refers to an agent who works under another main agent, producer, or broker.
Subagent / Subagente
Kraft Lake Insurance is a brokerage for…
Farmers agents
How much is the Welcome Back Discount for CA DS&G?
5%
A subagent from Insureon is wanting to delete a vehicle. Is this aceptable?
Unacceptable.
___=Defined as agents who negotiate contracts, purchases, or sales in return for a fee or commission. ___ work on behalf of the customer to help find a policy that meets their needs. They are paid commissions by Progressive and may also charge the customer fees for their service.
Brokers / Corredores de Seguro
Subagents must verify 2 requirements
System will not charge for additional insureds when...
At least one vehicle has a T use class
Phone number for Broker: CC Services (aka Country Financial)
866-434-3458 option 3
___=Distributes core products (Auto, Special Lines and some Commercial Vehicle) through partnerships with other companies or relationships with various groups.
Strategic Alliance / Alianza estrategica
Can an American Family Subagent request a copy of a filing
No.
An Agent wants to send an AOR change for a CA DSG policy. What specific email can they send this to?
Unacceptable request
USAA Personal Lines phone number
800-531-8722
___=Quote and sell Progressive policies, but do not collect or retain any policy documentation. We issue and maintain all new business policy documents and signature forms.
Non-fulfillment agents / Agente de Incumplimiento:
An appointed agent has…
The ability to reinstate policies
Their own agent code
The ability to request rewrites
Access to FAO
X
Their own agent code
The ability to request rewrites
Access to FAO
What is the time frame that new business policies must be with a different carrier or cancelled before a new DS&G agent can write it?
30 days
Share your broker/ subagent probing question
* Did you write the policy or go through a broker?
Usted escribio la poliza o utilizo un Corredor de Seguros?
* Are you licensed through Progressive? (Only brokers are licensed through Progressive.)
Tienes licencia a traves de Progressive?