Show:
Resources
Call Tracker
Added Vehicle
Drive Safe and Save
100

What does AA stand for?

AutoAnswers

100

When should you fill out a Call Tracker?

Every Call.

100

When someone calls in to add a vehicle to their policy, what SFA resource are you pulling up immediately to determine if this is a true added auto scenario or a replacement scenario?

NAC Decision Tree SFA

100

At what point, in the transaction, should you offer the Drive Safe and Save discount?

When you offer the Quote to the customer. 

200

When should you contact Escalation?

When you cannot find or need help understanding a resource. 

200

We should never receive a complaint that includes this type of error?

Leaving improper notes, or wrong Case/Log type. 

200

What is the main expectation you should set prior to beginning an Added Auto Transaction? (Hint, it's not an Up Payment)

There may be a DOWN PAYMENT required. 

200

What is State Farm's Biggest Discount?

Drive Safe and Save

300

You should regularly review these so you know what you can, and more importantly, cannot do. 

Scope SFAs

300

When should you be filling out the Call Tracker?

Beginning, Middle and End of call.
Throughout the entire call. 

300

For example: When adding a new application, you must read this compliance disclosure SFA.

FCRA

300

What are 2 next step expectations you should set when a customer agrees to Drive Safe and Save?

Multiple Answers accepted.

400

In order, what are the 3 steps for assistance while on an active call?

1. Resources
2. Escalation
3. RTA

400

If you Quote and Bind an Added Auto, the "Call Scenario box" on the Call Tracker should be left, this?

Blank

400
On the Call Tracker, when you quote and bind an added vehicle, what are you marking: 1, 1 ? 

Private Passenger: Quote and Bind

400
On the Call Tracker, other than the "Offer Box" what should we mark to track Drive Safe and Save?

Quotes and Binds section (Top Right)

500

Using THESE (every call) is not only important for writing good insurance but is also a requirement for continued employment on the State Farm Program.

Resources
Resources
Resources

500

When leaving notes on the Call Tracker, should you ever have:
All Caps on
Abbreviations
Poor Grammar


No. Never

500

When adding a vehicle, what important discount do we never add or even touch?

AFD
Accident Free Discount

500

What is the best feature to lead with when it comes to Drive Safe and Save? (Hint: $$$)

It's value. Saves customer money!