PA Fraud disclosure read verbatim Set expectations on every call participated in Nobi group chat Used the words "initial payment" Post-bind disclosure given Payment script read verbatim checked PEWC Phone number Disposition other drivers Pre bind (AR) Verify customer info (name, address, DOB) Credit disclosure read verbatim Asked about vehicle use Categorized all BW Direct properly Quick quote (renters) Assumed signal Pre bind disclosure (CA) Pre bind (MN) Offered ADT and transferred Reviewed deductible Reviewed discounts Offered multi -line product Explain coverage using examples Violations in last 3/5 years Asked "what has you shopping today?" PA Fraud disclosure read verbatim Set expectations on every call participated in Nobi group chat Used the words "initial payment" Post-bind disclosure given Payment script read verbatim checked PEWC Phone number Disposition other drivers Pre bind (AR) Verify customer info (name, address, DOB) Credit disclosure read verbatim Asked about vehicle use Categorized all BW Direct properly Quick quote (renters) Assumed signal Pre bind disclosure (CA) Pre bind (MN) Offered ADT and transferred Reviewed deductible Reviewed discounts Offered multi -line product Explain coverage using examples Violations in last 3/5 years Asked "what has you shopping today?"
(Print)
PA Fraud disclosure read verbatim
Set expectations on every call
participated in Nobi group chat
Used the words "initial payment"
Post-bind disclosure given
Payment script read verbatim
checked PEWC Phone number
Disposition other drivers
Pre bind (AR)
Verify customer info (name, address, DOB)
Credit disclosure read verbatim
Asked about vehicle use
Categorized all BW Direct properly
Quick quote (renters)
Assumed signal
Pre bind disclosure (CA)
Pre bind (MN)
Offered ADT and transferred
Reviewed deductible
Reviewed discounts
Offered multi -line product
Explain coverage using examples
Violations in last 3/5 years
Asked "what has you shopping today?"
