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