Its All Relative
What do you do when you are being blamed for an error with a signup
Say it was Courtney's fault
What's the name of the Founders
Russell Berman & Theodore Berman
List 2 reasons that a case would be sent to be reviewed
Case is over 3 months old
Accident involved government vehicle
Case is a S/F
What is the email address for Danny G signup for 10X Law
DGPNC@10xlaw.com
What does No Pay No Play means?
In some states where it is mandatory to have auto insurance, if you DO NOT carry insurance and are injured in an accident (that was not your fault), you CANNOT go after the at fault person’s insurance for pain and suffering.
What is the State abbreviation for Indiana
IN
Berman Law Group has 4 Office location in FL, name one of them
Boca Raton
Orlando
Coral Spring
Port ST. Lucie
Once the case is valid and the client provide these two items the case is good to go
ID
Auto Insurance
Who reviews cases for Danny G?
What is his name and email address
Daniel Garcia Case review - dgarcia@thebermanlawgroup.com
What is the SOL for Missouri
5 years
For Medical Malpractice who do we send the case review to?
Courtney Clyne
What are examples of Medical Malpractice?
List 3 of them
The caller said that they were involved in an accident in IOWA but the caller said that their insurance expired 2 weeks earlier. What do you do?
If you get a call where the lead does not have auto insurance and resides in the no pay no play states, you should not sign the case. If you are unable to make a determination if you should sign a case or not send in a case review
What should be entered in CRM for a first time lead?
Date of accident:
Description of accident:
Description of injuries:
Current status of lead:
[Notes of what took place on the call]
List 3 roles of an Intake Specialist
Initial Contact
Information Gathering
Case Evaluation
Documentation
Case Assignment
What contract should we send for Florida cases?
Berman Law Group
Berman has 3 practice areas, name them
Florida
California
Washington D.C
PNC lives on FL and the accident happens in GA, which contract do we send?
We send a GA contract because the accident happened in GA
For Michigan cases, what must be provided by the client at the time of signup?
Declaration page (Mandatory/ we will not be able to properly move forward with the case without it)
What does Completed mean in the CRM
Should be used when the case is submitted to signup@thebermanlawgroup.com
List the details needed for a new lead in CRM
Name
Source
Ph #
What is Karina Silva's role
Director of Client Relations
Name 5 states in the No Pay No Play list
AK
CA
IN
IA
KS
LO
MI
MO
NJ
ND
OK
OR
For Slip and Fall, list 3 info needed from the PNC?
·Photos of shoes during slip and falls
·Defected product
·Area of the fall
In a TD, what information do we submit in email?
Name:
Date of accident:
State:
Source:
Description of accident:
Reason for TD: