| New Issue/Saved Quote | Vehicle and operator quote adjustments | Additional Technical |
|---|---|---|
|
Explanation of coverages
What is offered when you get to the coverage screen?
|
An explanation of coverages and features.
It is offered to the mbr at the beginning of the coverage page?
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All vehicle and operator assignments, usage, and annual mileage
This is confirmed when deleting an operator(s) or vehicle(s)
|
|
Accurately explain Coverages (Read Bubbles) BI, PI, UM,PIP,MP, Extended benefits, Comp, Collision, UMPD, Features and declines.
What coverages and features do you explain if member accepts explanation?
|
PAS information bubbles.
This is used as a guide to explain coverages and features
|
Confirm Vehicle and OP assignments
This is confirmed when adding a vehicle or operators on the usage screen?
|
|
State all the limits the mbr selects for each coverage and advise mbr of other coverage limits, features and declines.
What if the member does not want an explanation of the coverages and features?
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Explain coverage and features in detail use bubbles and go over declined coverages and features.
How do you proceed If mbr agrees to an explanation of coverage?
|
Vehicle and op assignments, mileage per year, usage, and address vehicle parked.
This is asked in open ended questions when issuing a new policy on usage screen?
|
|
PAS information bubbles
What should you utilize during the coverage and feature explanations?
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Go over all declined features.
If mbr states that he declines explanation of coverages and features what do you do?
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Who drives this vehicle the most?
At what address is this vehicle garaged? How many miles per year is the vehicle driven?
Give me an example of an open ended question
|
|
Coverage and features.
What varies by location?
|
Car Replacement Assistance
A feature under Protect Your
Vehicles category |
Car Replacement Assistance (CRA), Accident Forgiveness (AF), Ride Share Gap Protection
System automatically defaults these features to "Decline"
|
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