CLAIMS
POWELL AGENCY/GOALS
SFPP
AUTO
LIFE
100
WHAT DO CUSTOMERS NEED IN ORDER TO FILE A NEW CLAIM WITH ILR? (CLAIMS TRANSFER)
THEIR POLICY NUMBER
100

WHAT IS THE POWELL AGENCY WEB SITE?

100

RECURRING MONTHLY ACCOUNT:  WHAT DOES THE CUSTOMER NEED TO DO WHEN THEY CHANGE THEIR PAYMENT INFORMATION?

SIGN A NEW AGREEMENT

100

HOW MUCH IS THE DISCOUNT FOR MCD? MULTI CAR DISCOUNT?

20% FOR EACH CAR

100

WHAT IS THE CHEAPEST TERM POLICY THAT WE OFFER

SELECT 10

200

HOW ELSE CAN A CUSTOMER FILE A CLAIM BESIDES ON THE PHONE?

200

WHAT IS THE OFFICE FAX NUMBER?

2198860421

200

SFPP STANDS FOR WHAT?

STATE FARM PAYMENT PLAN

200

WHAT DISCOUNT ALLOWS THE CUSTOMER TO OBTAIN A DISCOUNT IF THEY ARE UNDER THE AGE OF 25 WITHOUT TICKETS OR ACCIDENTS?

STEER CLEAR

200

WHAT TYPE OF POLICY ALLOWS THE CUSTOMER TO PAY FOR LIFE INSURNACE AND IF THEY OUT LIVE THEIR POLICY THEY CAN GET ALL OF THEIR MONEY BACK?

RETURN OF PREMIUM

300

WHERE CAN WE LOCATE WHO A CLAIMS ADJUSTER IS ON AN OLD OR EXISTING CLAIM?

INSIDE THE CLAIMS TAB ON THEIR ECRM ACCOUNT

300

HOW MANY QUOTES PER DAY ARE NEEDED FOR OUR OFFICE TO REACH ITS GOALS?

16

300

WHAT ARE THE DIFFERENT TYPES OF SFPP?

MONTHLY, RECURRING MONTHLY, QUARTERLY, SEMI ANNUAL, RECURRING SEMI ANNUAL, RECURRING ANNUAL

300

DRIVE SAFE & SAVE GIVES THE CUSTOMER AN STARTER DICOUNT OF HOW MUCH>

5%

300

WHAT IS THE NAME OF THE POLICY THAT ARE ONLY FOR PEOPLE AGED 50-80?

FINAL EXPENSE
400
WHEN A CUSTOMER CALLS IN TO FILE A CLAIM ON THIER HOME.. WHAT DO WE ADVISE THEM WHEN IT IS NOT A MAJOR CLAIM?

1. TO CONSIDER THEIR DEDUCTIBLE

2. TO OBTAIN AN ESTIMATE FOR THEIR DAMAGES

400

HOW MANY OUTBOUD CALLS DOES EACH TEAM MEMBER NEED TO MAKE PER DAY FOR THE OFFICE TO HIT GOAL?

100

400

RECURRING MONTHLY: A CUSTOMER WANTS TO CHANGE THEIR AUTO PAY PULL DATE FOR THIS MONTH & GO BACK TO THEIR REGULAR DAY NEXT MONTH.. WHAT IS THE PROCESS FOR THE BEST CUSTOMER EXPERIENCE?

1. LET THE CUSTOMER KNOW THAT WE CAN HONOR THEIR REQUEST

2.  CHANGE THE PULL DATE TO THE DATE SELECTED BY THE CUSTOMER

3. CREATE A TASK & AN OUTLOOK REMINDER ON YOUR CALENDER TO CHANGE THE DATE BACK FOR THE CUSTOMER.

400

HOW LONG DOES IT TAKE FOR A CUSTOMER TO SEE A CHANGE IN THEIR DSS DISCOUNT?

6 MONTHS OF DATA HAVE TO BE COLLECTED

400

IN ORDER FOR A STATE FARM AGENCY TO BE CONSIDERED A "TRAVEL OFFICE" HOW MANY APPLICATIONS ARE NEEDED?

65

500

WHAT INFOMATION IS NEEDED IN ORDER TO FILE A DEATH CLAIM?

1. DATE OF DEATH 2. CAUSE OF DEATH 3. BENE CONTACT INFO 4. FUNERAL HOME INFO

500

WHAT DO WE WANT ALL CUSTOMERS TO DO WHEN WE PROVIDE A GREAT CUSTOMER EXPERIENCE?

LEAVE US A GOOGLE REVIEW & RECOMMEND US ON FACEBOOK!

500

WHEN A CUSTOMER RECEIVES A CANCEL NOTICE BUT THEY SAID THAT THEY PAID WHAT DO WE HAVE THEM TO LOOK AT?

THE DATE THAT THE CANCEL NOTICE WAS CREATED.  BOTTOM RIGHT CORNER JUST ABOVE WHERE THEY WOULD SEPERATE THE PAYMENT TICKET.  IT MOST LIKELY CROSSED IN THE MAIL. 

500

WHAT ARE THE DISCOUNT AMOUNT THAT A CAR RECEIVES WHEN THEY ADD HOMEOWNERS INSURANCE IN INDIANA?

15%

500

AT WHAT AGE DO WE BEGIN ALLOWING TERM POLICIES?

16