RENEWAL MOTTS COVERAGE OPP | RENEWAL MOTTS - FIRST YEAR | ATTEMPTS |
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What is leave the mott - wait until renewal offer has been sent
Renewal is for June 30th, presumptive payment has not been taken and renewal offer has not been sent, do we call out or leave the mott?
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What is call out to the client
You open the mott and see the premium has gone up 13%, what do you do?
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What is one
How many attempts are coverage opportunity motts
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What is no action required
Coverage opportunity shows "no opportunity", renewal offer has been sent and they have "auto email" what do you choose for the "outcome"?
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What is one attempt
How many attempts are renewal motts?
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What is one
How many attempts are returned payment motts
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What is advising them we cannot schedule a call back but they are welcome to call in to chat with any agent, provide the 1800# & hours of opp
You are calling out on an auto coverage opp, the client answers but advises they are at work and asks if you can call them back, what is your response?
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What is close the mott with "no action req'd"
The 1st year mott is showing premium has gone up 1% and there aren't any coverage opportunities, what do you do?
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What is two
How many attempts are faxes?
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What is contact made
When opening a policy you see the client already called in to do a renewal review with another agent, what is the outcome you choose for the mott?
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What is no, close the mott.
You open a policy and see the presumptive payment was sent to the bank yesterday for withdrawal in 3 days, do you call out?
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What is one
How many attempts are cancel issue/cancelled status motts?
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What is asking 15-20 mins
When calling out on a coverage opportunity, the client answers the phone and you advise them of why you are calling, what is the time expectation you are setting?
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What is call out and review policy to offer increased coverages
1st year mott is showing premium has decreased 2% and there is a coverage opportunity for an increase in OPCF 20 and CF, what do you do?
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What is three
How many attempts are underwriting emails in the insurance support box?
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