ECRM
This is where we would enter information if a customer recently got married
What is Life Events?
In what two billing systems are we allowed to take payments on in Team Matthews?
What is BOS and AMS?
The company was founded by _____?
Who is G.J. Mecherle?
What is our Call Monitoring and Recording Disclaimer?
What is this call may be monitored or recorded?
What is the capital of Wyoming?
What is Cheyenne?
You would enter information into this category if the customer mentioned that they had recently started surfing and snorkeling as a hobby.
What is Customer Interests?
What does BOS stand for?
What is Billing Online System?
Who is the current CEO of State Farm?
Michael Tipsord
What do we ask for before we email a temporary password?
Do I have your permission to email you a temporary password?
Only the ____ can offer and market pet insurance.
What is the agents?
Starting August 2018 we will no longer be able to create follow-ups and instead will have to create ______ in ECRM
What is tasks?
What does AMS stand for?
What is Account Management System?
State farm has grown into the second largest insurance company in number of auto and home policies insured in the nation, true or false?
What is false?
What is the word track for when a customer asks if coverage can extend to a rental vehicle?
Generally, the coverages a customer has on his or her State Farm Car Policy extend to a rental vehicle. The coverage types and amounts, including the deductibles remain the same.
State Farm now offers about how many___ products and services.
What is 100?
What does ECRM stand for?
What is Enterprise Customer Relationship Management?
What does AIS stand for?
What is the Account Inquiry System?
State Farm was founded in the year _____?
What is 1922?
Going back to the rental car word track, does this include moving vehicles?
Yes
State Farm has nearly 19,000 agent's offices, true or false?
What is true?
_________ replaces the Non-Customer Follow-Up
What is a Non-Customer Task?
If the SFPP account is in "Non-Pay status", and there is a common note explaining a partial payment will be accepted where do we transfer the caller to?
What is transfer the customer to sales?
In 1922 G.J Mecherle sold his first auto policy for $____?
What is $11.17?
How would we offer registration and enablement for a non-registered customer?
Would you like me to help you start the registration process?
What does APIC stand for?
American Pet Insurance Company.