SOPs
What does SOP stand for?
Standard Operating Procedures
What must be sent directly after a WT call?
Recap email
What does CPA stand for?
Cost Per Aquisition
How often should a CAR be completed?
Maximum every 2 weeks
What is the Key periscope you should be living in?
What do we need to say at the beginning of every call?
Hi, this is AM name from Smartfinancial calling on a recorded line.
What two filters should never be ran together?
Homeowner and Multicar
What is the CPA on this account?
150 leads received at $8 / lead
5 sales marked on dashboard
$240
How many key steps are there in the TED process?
4 key steps
Other than paychex, what system should you make sure you are logging into first thing in the morning to track attendance?
Admin
60% or more
What is the minimum amount of hours that needs to be on the call settings for changes to be able to be saved?
25 hours
What is the CPI on this account?
$7 / lead
247 leads received
6 multi sales - 19 items
7 single policy sales - 7 items
$66.50
What does TED stand for?
Tell Me, Explain to me, Describe to me
Name 2 filters that need CSM assistance and approval to add (Name the filter and the product it is used for)
Auto Data Age, Home Calls Mobile Homes, Income on Health, Auto Data Multicar, Auto calls Multicar, Commercial Filter Commercial Calls, Commercial Filter on Commercial Leads)
Can you make your own smartviews?
NO, you CSM approval for any Smartviews needed
What are 2 key habits does an agent need to have in order order to be successful with data leads?
Speed to dial, follow-up process, CRM, diversified profiles
What is the CPA on this account?
Campaign 1: $7 / Lead 37 leads received - 3 sales
Campaign 2: $9 / lead 87 leads received - 6 sales
$115
Mr. Agent, are most likely recieving these due to consumer dishonesty, all forms are filled out by consumers only and we are not licensed to run any kind of reporting (MVRs, CLUE, Credit, Income, Health etc.)
What 3 things do you need to do if you are out of office?
Slack Icon, Forward Calls, and Vacation Responder on email
Is the following scenario a valid winback?
AM1 calls agent, agent asks for a call back in a month. AM2 calls the agent 2 weeks later and signs the agent up.
Yes, the task was not upcoming in 3 - 4 days and it has been 14 days since last conversation with agent
What are the key points you should go over on the billing tab? (Must name at least 3)
What is the cost per quote on this account?
Campaign 1: $8.50 / Lead 62 leads received
Campaign 2: $9.50 / lead 78 leads received
27 quotes
$46.96
Which campaign is performing better?
Campaign 1: $7 / Lead 37 leads received - 3 sales
Campaign 2: $9 / lead 87 leads received - 6 sales
Campaign 1 (CPA is $86, while campaign 2 CPA is $130, both are performing great!)
What is the key periscope to use for pricing?
AM KPI's