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