DEA
Monroe VPA territory leads the Enterprise in this DEA category.
What is % of new Households (App Submitted) with NCO?
In this month, we celebrate Women's History.
What is March?
Enhanced ECRM Homepage Dashboard and mobile experience for agents with a consolidated high-level view of calls, texts, opportunities, cases, and tasks at the overall office and individual team member level all in one place.
What is Office Pulse?
This FIC/territory is getting it done with their new HHs: 22% have FORM and 88% have NCO.
Who is Jennifer in Tri-Valley?
CA's upcoming rate decrease effective May 8
What is 6.2%?
Helps move beyond transactional interactions by making it easier to understand what matters to customers and use that context to deepen relationships. Over time, the quality of information will also help make customer conversations richer and more useful.
What is FORM?
This woman was the first to serve as Vice President of the United States.
Who is Kamala Harris?
Provides a comprehensive snapshot within ECRM, combining policy details, FORM data, and propensity insights to highlight policy counts, active concerns, and tailored product recommendations —enabling faster, more informed preparation and personalized engagement
What is Household Story?
This FIC leads our team with 23.5% of new HHs with FORM.
Who is Sam in Tahoe?
This tactic sends two mailers to prospects who were quoted; 3 months later.
What is Quoted Not Written Campaign?
Hawaii's specific DEA category. Thank you Darnelle & Jennifer.
What is RNA Quotes with DSS?
This movie featured the story of 2 African American women mathematicians who played a pivotal role at NASA
What is Hidden Figures?
Creates real-time transparency into what’s already happened to help avoid duplicated outreach and keep conversations focused and relevant. Helps reduce calls/chats for status updates and supports more informed customer support, especially in critical moments.
What is Claims Interactions/Recent Events in ECRM?
This FIC leads our team with 39% of agents using GNC.
Who is Lisa?
This tactic involves identifying prospects who have defected via the R/S dashboard and following up with a mailer or phone call.
What is Win Back?
% of Agents with FORM goal
What is 60%?
This woman is the Chief Agency, Sales & Marketing Officer at State Farm
Who is Kristyn Cook?
gives offices more control and flexibility to respond. It supports easier follow-up through improved ECRM integration and reporting, and expands self-service call flow management without forms or support calls.
What is Zoom Phone?
This FIC leads our team in % of agents with FORM at 71%
Who is Darnelle?
Percent of customers who would switch carriers for $100 savings.
What is 69%?
6 possible marketing tactics
What are Direct Mail, ILPs, Events, ATM, Paid Search, Content Program, Customer Service Phone?
This Western Market Area state was the first one to give women the right to vote in 1869.
What is Wyoming?
State Farm will be enabled to explore new ways to embed generative AI and automation into agent's everyday workflows, while benefiting our customers via this collaboration company.
What is Open AI Frontier or Open AI?
FIC team ranking overall in the Enterprise across all DEA categories
What is #10?
This tool/tactic involves creating an opportunity list view of sf.com, ILP or agent/team created Auto or Fire opportunities and leveraging AI to classify the temperature.
What is Opportunity Evaluator?