Auto Eligibility/Rating
You asked your customer whether he uses his vehicle for business, pleasure, or a commute to work/school. He tells you he is retired. For vehicle use, you should put...
What is ask additional questions
We issue all of our policies as
What is Paperless
These things make up a "finished" basement
What are wall finishes, flooring, ceilings, heating and cooling
Customer has a home and auto policy in Illinois, and is looking to add a Florida auto policy. The customer is eligible for which credits?
What are Companion policy and home policy
You ask how many household members your customer has, and he says just he and his wife. You know from the auto quote that he has 2 children away at college. The correct input for household members should be...
What is 4
Customer states her vehicle is registered to her Trust, which is in her name. How should the vehicle registration be listed?
What is a trust/decline
Disclosure read when another party joins the call
What is Recorded Line
Places your customer can find their square footage
What are a deed, closing documents, inspection, or current policy documents.
This HOME credit is now passive.
What is Gated and Monitored Community
Your customer works from home part time as a consultant. You should ask...
What is do work for a company directly, or are you self employed?
Your customer would like to add an additional driver to the quote, but does not know the drivers date of birth. For that driver you should input the date of birth as?
What is leave blank and ask customer to call back with date of birth
A system we use to look up previous balances
TABS
Your customer is not sure when his roof was last replaced, he just bought the home a year ago. Correct input for year age?
What is year built
Customer states they have a Ring doorbell camera when asked about a burglar alarm. What home credit are they eligible for?
What is None
Customer is moving into a new home that has a pellet stove. She is not sure if was professionally installed or cleaned. We should answer....
What is have it inspected and cleaned and send us the receipt
Your customer is a real estate agent, and uses his vehicle to drive to showings. How would you rate his vehicle use?
What is Business Sales
These two things should be verified on all second contact issues
What is Email and Phone Number
You ask your customer what is their primary heat source, and they say propane. Correct input is...
What is Gas
This AUTO credit is now passive.
What is Defensive Driving
Customer owns two homes, one of which his son lives in. This home is considered to be...
What is a rental property
Your customer said their policy expired today, but they have 10 additional days to make the payment. How should this customers coverage be rated?
What is NPI
We are required to lead with which type of preferred payment method
What is Checking or Savings
Your customer has a fireplace that is bricked over. You should ask...
What is do you still have a chimney
Customer states they have smoke detectors in the home. You should ask?
What is Do they go to the fire dept, or do they just go off in the house?
You ask your customer if her home or property is in poor condition or in need of repair? She says it needs to be painted. What additional questions should you ask?
What are is the paint peeling and are there any areas that may be rotting?