Call Tracker Scenarios
Customer calls in for a auto quote, but does not have the VIN.
Raw New Auto > Quoted not bound > Missing information
Who is the director of acquisition?
Jen Royal
What is the threshold to qualify for the low annual mileage rating?
7,500 miles
What is the first thing you must do when doing a quote for homeowners or renters?
Check PBIR
What process do you use when the customer cannot receive the verification code? (Working with an existing policy holder)
Escalated Verification
Datalot transfers us a call for a customer wanting an auto quote. Customer does not want to repeat telephone number or any information and hangs up.
Raw New Auto > improper marketing transfer
Who is the Acquisition Manager for Dallas?
Pete Madden
What is the DSS disclosure?
Do you consent to enroll in Drive Safe & Safe Mobile? We will mail you the full consent and you can discontinue at any time if you are not agreeable to the terms.
How MUST coverage A be determined in a Homeowners quote?
ERC TOOL
Estimated Replacement Cost
How quickly must the M&R be read to a new customer coming onto the line?
Within the first 30 seconds
Customer calls in requesting a quote on a property he will be leasing to tenants.
Raw New Fire > Out of scope product RTA
Can an acquisition specialist write a standalone recreational vehicle policy?
No.
What coverage generally requires a selection/rejection form when declined?
True or False:
In ACQ we ONLY quote homes that are lived in 52 weeks out of the year.
True
What disclosures are required when you receive a warm transfer from a 3rd party?
M&R Word Track
Do Not Share word Track
Consumer notification disclosure
Customer calls in looking for a quote on a vehicle he drives for Uber FULL TIME.
Raw New Auto > Out of scope product RTA
What information MUST you collect when you are creating an ECRM profile?
Name
Phone number
Address
Email Address
PRO102167
An unrelated family friend who moves in with current policyholder. The friend drives their own vehicle and the PH vehicles. Should this person be part of the household?
Yes
What is the max dwelling coverage an acquisition specialist can bind?
$1.5 Million
What must be read after pushing buy now on Integrated Auto?
Notice of Privacy Policy.
Customer calls in to insure a recently purchased Drone.
Raw New Fire > out of scope product RTA
What discount MUST be applied to every auto quote we provide? (The only exception is when we quote in CA)
DSS
In what state can you write with a suspended license?
North Carolina
True or False
If Datalot warm transfers a call to us for an auto quote, we can pivot to quote & bind HO in CA.
True
What is considered Sensitive Personal Information (SPI)?
Social security number
Drivers license numbers
Credit card numbers
Bank account numbers
Name & DOB grouped together