NY PI's
True or False? If a policyholder is adding a vehicle 7 or more model years old we will automatically waive the PI.
Tre.
True or False. In the state of NY you can insure a vehicle on the parents policy as long as the vehicle is co-registered to the child and parent. (in this situation the named insureds are only the parents)
False. The registration in NY has to match the named insureds exactly.
What critical target is part of the April PFP contest?
Leads
What documents do we accept to waive an inspection for vehicles financed or purchased meeting the Waiver-New Vehicle criteria?
Required for Financed or Purchased vehicles: Copy of window sticker and bill of sale with odometer reading.
What form can you complete and send to the insured if the customer will not turn in the NY plates?
NY PS-613
What does ERG stand for?
Employee Resource Group
What documents do we accept to waive an inspection for vehicles leased meeting the Waiver-New Vehicle criteria?
Required for Leased Vehicles: Copy of window sticker and lease agreement with odometer reading
The state of NY will charge customers a civil penalty for each day a vehicle is not insured but still has active plates. How many $ a day do they charge in days 1-30?
1 - 30 day lapse: $8/day of lapse
Who are the team members who won PFP for their Adh and AHT results the week of 3/18?
Denise B & Denise L.
Mike & Jack
When adding a new vehicle in NY and insured has been insured less than 2 years. We will waive a PI as long as we receive proper documentation. If this documentation is not received what will happen and when?
If they don’t provide acceptable documentation 60 days before renewal, they’ll receive notification for an inspection.
The day after the plates are returned.
Name two of the Rate A Minute Topics we have reviewed so far this month.
Rate call process
Try it On
Conduct policy reviews
Explain rate changes
Build value
When delivering bad news what is the first step to demonstrate that you have heard your customer and also empathize with them.
Acknowledge the challenge.
When a PI is required what are the what are the 3 pieces of information/expectations you should set for your NY customer?
1. Advise of it should be completed in 14 days along with the date.
2. Advise you will notify them by mail.
3. Advise if they don't complete the PI in 14 days coverage will be stripped
If a customer has had their LM policy rewritten from NY to IN effective on 4/1/2019, what date can we cancel the NY policy?
Cancel same day new policy is effective. The policy is cancelled as a rewrite which will not trigger notification to NY DMV. They still need to return their plates ASAP once they get the new plates.
What schedule option that you can now schedule yourself has replaced discretionary time?
Makeup time
What does PPSA stand for when talking about our Empathy/One Voice Training? This acronym stand for language we should practice using.
Positive, Personal, Simple, and Actionable.