Welcome Team 46! Weekly webinar for CSR/APs 7/17/17

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Presentation transcript:

Welcome Team 46! Weekly webinar for CSR/APs 7/17/17 Motivational Monday Welcome Team 46! Weekly webinar for CSR/APs 7/17/17

Agenda 1 2 3 4 5 6 Commercial Lines Chat Life Insurance: Oral Fluid Certification 2 Life Insurance: Platinum Build Charts 3 Flood Insurance 4 New CSR/AP Life Promotion 5 Update on Home Promo 6

Commercial Lines - Chat Commercial offers a customer service chat function, which can enhance your customer service experience and help you get quick answers to those quick hit inquiries that shouldn't require a phone call . . . So what can you use chat for? You can chat about most any Commercial service topic including navigational questions on using the new Commercial Appetite Guide. Just keep in mind that it is meant for quick hit type of service

Commercial Lines Chat

Commercial Lines – Chat cont.

Life Insurance: Oral Fluid Certification The Oral Fluid Testing Program can assist Agents to expedite the processing of life policies on their prospective clients. It may bypass the need for paramedical examination, blood and urine testing in many cases. The Agents will have control of the administration and mailing the oral specimen directly to the lab. This can save time and helps the Agent avoid any sales hesitation caused by the paramedical exam.

Life Insurance: Platinum Build Charts(all plans) Non-Nicotine & Nicotine

Life Insurance: Platinum Build Charts(all plans) Non-Nicotine & Nicotine

Flood Insurance All licensed and appointed agency personnel involved in the sale and solicitation of Flood insurance are required to comply with the Flood CE requirements. Flood Help & Support Flood Marketing:(818) 876-3474 Service Center:(888) 391-2810 There are two types of policies that cover losses caused by water, homeowners insurance and FLOOD INSURANCE. These policies provide two different types of coverage that complement each other, but do not overlap. Note: A homeowners policy does not protect against flood damage. While flood damage to the home and its contents is not covered under the homeowners policy, it can be covered with a separate flood insurance policy, available through the National Flood Insurance Program from the Federal Emergency Management Agency (FEMA). Flood insurance is available to homeowners and renters, for both personal and commercial properties. The cost of this insurance will vary depending on the amount of insurance purchased, what is covered and a property’s flood risk. Note that it typically takes 30 days for flood insurance to take effect from the date of purchase, so have your client get coverage as soon as possible. $75,000 is the average cost for flood damage for a business Webinar: FEMA Mapping Changes, How to help your clients make the transition, July 19 from 10:00 a.m. to 12:00 p.m. CDT, register now capacity is limited.

NEW CSR/AP LIFE PROMOTION

New CSR/AP Life Promotion ParaMed completed if required by policy. Send email with Policy # to staff.mcordoneda@farmersagency.com Shout out to Anna Ballard she has one written policy with a ParaMed scheduled for today, Joey has APPS Appointments for 3 FIUL’s and Crystal Herrington has one written policy.

Cowboy Shooting Target #2 20 Home Quotes from 6/16-7/14 Congrats to Sandra, Melody and Brenda for hitting the bullseye on this target! Brenda wrote 53 Home Quotes during the Target 2 period. Target # 1 6/15 to 6/30 - Brenda, Cortney, Melody and Sandra Don’t forget to send in your quote #s and Client names to: Staff.mcordoneda@farmersagency.com Next Target #3 Lets get 20 more Home Quotes from 7/15-7/28!