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