Auto coverage
What states must we review UM (Uninsured Motorist) stacking, unless UM is marked as Do not include.
FL, NM, PA
Ref17849
Where are you allowed to document customer info or pii without saving?
AWS
What MUST we review on a condo policy?
dwelling personal property and ded REF17849
For truelane what must you confirm with customer?
They all have a smartphone that is 5 years old or newer with a data plan.
In MD customer answers no to having any dogs, what must we still do?
Read the disclosure regardless of the answer..
Customer ask for rental coverage what must you do before adding coverage?
make sure you are presenting all options to them.
Customer 3 ways AARP into the call, what do we need to disclose?
recorded line prc60375
In MD customer answers no to having any dogs, what must we still do?
Dog disclosure
Customer has auto with us in AZ looking for another policy for a car reg in PA as well, what department should be quoting this?
ccss
tranfer tool in ike AN261
Customer has auto and pup in prevail with us, looking to issue a home policy, what endorsement must we include?
In a legacy second contact we get an error saying a vehicle cannot have a loss payee unless it has physical damage coverage, what do we need to do before issuing out the policy?
Go back to coverages and make sure collision and comprehensive is listed on that vehicle.
Agent receives warm transfer from service, what do we need to inform the customer of if we are starting a new quote?
consumer report disclosure
In Legacy what must we remember to ask customer if they have a wood coal or pellet stove?
Is it professionally cleaned every year?
Customer has auto with us, we issue a home starting May 1st, what must we do next?
Go into endorse view on the auto and add account credit with eff date of May 1st
PRC58184
Customer mentions disability on call, what are our next steps?
Checking gls and developing if needed.
Ref17842
The prior carrier was initially entered as 25/50 based on the system, but the customer later stated she had 100/300—should we go back and update the prior carrier limits or trust the system?
We should be going back and update prior carrier
In this scenario, banking details were collected and disclosures were read to a husband, but the account was in the wife’s name. Should this be classified as an OPP?
OPP
What states are protector plus not offered in, and what is the dollar amount a loss must exceed before coverage applies?
CA, FL, and NC. 33,700 ref14452
What can we say to the customer if they are unsure about phone compatibility for true lane but want to try it anyways?
If your smartphone is not compatible, you will be automatically unenrolled from the TrueLane program and the enrollment discount will be removed.
This disclosure is built into newco
hh member without a d/l comes up in 360, what additional questions should we be asking?
Why don't they have a d/l, were they ever licensed we need to develop why