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