DSS
Policy Center Procedures
DSS
SF Billing
Policy Center Procedures
100

Policy Holder Can Control Their Premium with ?

What is Drive Safe and Save?


100

Previously, any difference of premium due to a change would be spread across the next 3 bills, now it will be :

What is spread out across the remaining bills of their policy term.


100

PH mentions Bill /Payment, Questions about their coverages/policy, add a driver, etc I should:

What is discuss drive safe and save(Let me make sure you have all of your discounts you are eligible for)

100

PC Policyholders will be able to select a due date between 


What is between 1-31st 


100

When adding a vehicle, with a new policy number in Policy Center. Will all household drivers be automatically added? 

What is NO, we will need to add all household drivers to the vehicle.

200

Drive Safe and Save Script is...

What is Not Verbatim 

200

When Agero is not able to see ERS in Policy Center Policies, Customer should be advised to :  

What is submit a request to agent for reimbursement

200

 Are you interested in DSS?   Would you like to add DSS?  Do or Don't 

What is "Don't". Use an Active DSS Statements:  I see that you are eligible for our DSS discount; The DSS discount keeps you in control of your premium discount. 

200

When enrolling in auto payment If the financial account owner cannot sign electronically - doesn't have an email account or mobile phone


What is RTA


200

When customers move from one state to another, Drive Safe & Save™. Will DSS transfer? 

What is No, If customers want to continue with the program after they move, they must restart the registration and enrollment process.

300

When Binding in Policy Center, the specialist must..

What is inform PH to complete their enrollment/setup DSS App to order a beacon . Beacons are no longer automatically shipped.


300

How to reinstate a policy, customer no longer want to cancel..

What is -policy change to  stop cancellation (rescind cancellation)

300

Can you discuss discounts on TOOF calls ?

What is "YES". Customer can call back to discuss what his discounts are once his TOOF Status changes.

300

If the customer is not able to pay the full amount, the system will allow a partial payment of at least


What is pay 90% of the amount due. 


300

What is the process of changing address (In State)? 

What is...change in ECRM - go to PC action(note), drop box select correct address (populated from ECRM) SAVE. Then go to vehicle to update use drop down near Garaged AT and Save

400

What is " Based off your good characteristics, today you are/can save(ing) up to 10% on some of your coverages and can earn up to 30% at the time of renewal. With your consent I can email you out the terms and condition, If  you decide not to participate you can  have it remove. But please keep in mind this is a free discount to help you save.

What is a non verbatim DSS Script

400

When adding a car to an existing PC Policy, with all household drivers , what happens to the existing vehicle in PC, the drivers was not added initially 

What is the premium may increase on the first vehicle in Policy Center (age of driver, MVR)

 


400

What are the benefits of adding DSS 

What is allow PH to control their premium, Increase customer retention and  EIP Bonus for you. 

400

Caller request to update/ add  a second Billing Account Owner. Is this in scope or Out of scope?

What is IN SCOPE  SFA KA204063 

 The caller must be the Billing Account Owner


400

When completing a S2S change and adding household driver , the old address my populate for the added driver, what should you do?

What is...Manually edit address for household driver to the new address  

500

Policyholder are eligible for DSS If: 

What is have a smart phone 


500

When a customer call for proof of insurance to be resent binder and ID. If the document do not upload ,to attach, I should:  


What is select print and save as PDF to be sent via email.  

500

What are the three key area we should educate the customer on, when adding DSS ?

What is R&E, beacon and focus on the long-term discount.

500

What does WARNING: Before you continue, please review the Additional Rating Details tab and make sure the selected product(s) in the Multi-Line Considerations table is/are NOT products already bound or issued

What is select no for products to be considered, the products have already been considered under the policy number you are adding the vehicle. 

500

To exclude policy-level coverages on one or more private passenger (suspending coverages) go to....

What is Coverage Screen

In the Vehicle Level Coverage section, select the Add Policy Level Coverage Exclusions checkbox. SFA-SVTSK200026