Re-Access Auto
When you open a quote on file, do you stop and verify vehicle information?
NO
On a home re-access quote, which screen do you normally have to go over?
ISO360
When is the best time to ask for the sale?
Right after presenting price
"I am currently not an AARP member but do I get a discount for being a member?"
Yes
Customer mentioned they have a completely finished basement, what endorsement would you offer to customer?
Water Back Up
On an auto re-access quote, typically what is the only screen you have to verify with customer?
Other Carrier
Once you verify ISO, what are the only coverages you tell the customer about?
Coverage A and deductible
On a first contact or re-access auto, when it comes to coverages what process should you follow?
You noticed the customer has risks on their auto quote, what do you offer the customer?
Advantage Plus Package
You got the customer fraud alert pop while doing a home quote? What would be a good endorsement to offer the customer?
Identity Fraud Expense coverage
Customer stated in the interview that he has a new vehicle. There is an old quote on file that you re-access. What is the only information you should update?
When going over ISO customer mentions they had a new roof put on, what info should be updated?
Roof Age
During a first contact or re-access quote when is the only time we should discuss coverages?
When customer brings it up
Customer mentions they have a brand new 2021 Jeep Grand Cherokee. Which feature would you mention to the customer?
New Car Replacement
"You're a little higher on my home? Is there anyway we can bring the price down a little bit? I have had no claims on my home."
Protector Plus
On an auto re-access, if it is available do you click the home quick estimate button?
Customer said they recently moved, you noticed there is a quote on file. You check the quote and notice is it the old address. What do you do?
When reviewing customer profile and checking policy tab you noticed there is a policy that was cancelled for non-pay. What new feature should you use to check for an owed balance?
Customer travels for work and uses personal vehicle. They are concerned about getting home if they ever had an accident. What feature would you bring up?
While doing a home quote customer states that they are disabled. What endorsement can you offer incase they have a loss?
Replacement Plus
Present paid in full price and offer the sale
You opened a re-access home quote and customer stated they recently made a claim on their home? What do you do?
Run Clue
How many consecutive years has AARP selected The Hartford to insure their members for?
36
The customer wanted to review coverages and you noticed they had medical payments, which feature would you offer the customer?
Re-Covercare