Sales Procedures
Service Procedures
Goals
Team Knowledge
Trivia
100

This type of roof would cause a policy to be ineligible with Ameriprise AAH that is located in a winter state or concerning county in a referral state.

What is a "Flat Roof"

100

This is what "PIP" stands for in regards to Liability Coverage

What is "Personal Injury Protection"

100

This is the department goal for First Call Resolution

What is "65"

100

These two people are the Quality Audit Champions for our team

Who are Aliesha Davis and Alex Snowden

100

This is the longest running game show on television

What is "The Price is Right"

200

This call history code should be used if a Client or Advisor is calling back in for more information.  This is also used in combo with an IB code

What is "QUE"

200

This would be the result code to use when quoting to add a driver

What is "DRV"

200

These are the two types of measurements that you get rated on for your Year-End Review

What are your G (Goal) and L (Leadership) scores

200

These two people are our Lean Champions for our Team

Who are Priscilla Pradhan and Kenny Millis

200

This is the longest English work with only one vowel

What is "Strengths"

300

In its simplest form, this process is copying all the information from an old quote or cancelled policy into a new quote

What is "Policy Modeling"

300

This is the state where monthly billing is always allowed, regardless of the number of payment declines

What is Arizona

300

For both Sales and Service, this is the most heaviest weighted goal.

What is "Quality Audits"

300

This person acts as our Team Administrator, who promptly sends a recap of all our meeting notes

Who is Amber Drake

300

Rhapsody, Aromel, Tamella and Cambridge are types of this fruit

What is "Strawberry"

400

All vehicles that a client owns must be garaged at the residence address except in these two states, in order to qualify for coverage

What is Michigan and California

400

When cancelling two terms, this is the extra process you have to take for the renewal term.  This is also a common QA trend that our team has been scored against this year.

What is deleting the renewal cancel notice using the Reprint/Delete from Print Queue Icon

400

Year to date, our team is meeting the department expectations for these two goals

What is "FCR" and "NPS"

400
This is the number of people we currently have on our team, including the Team Leader

What is 15

400

"Guiness" is this type of drink

What is "Stout"

500

These are the seven mentioned dog breeds that would make a policy ineligible with Ameriprise (not including Wolf Dogs)

What are Doberman Pinscher, Pit Bull, Rottweiler, Akita, Chow, Presa Canario, and Caucasian Ovcharka.

500

Highlighted on the Home Page of the CS Manual on May 2nd, this new system will be used to process most of the Paid Receipt request we receive from clients.

What is "Bot Processing"

500

According to Power BI on the KPI report, this is the goal for Target Audits

What is "95"

500

This is the full name and team number of our back up Team Leader.

Who is Theresa Pereida, West 23

500

This is the television show that "The Simpsons" spun off from

What is the "Tracy Ullman Show"