1. 2010 Motorcycle Refresher Training

2. Scratch Sheet MUST FILL OUT A SCRATCH SHEET AT THE BEGINNING OF EVERY CALL!!!!!! Must answer the pre-screen questions based on each state to determine proper eligibility Activity ID vs. Call Activity Complete the Activity ID for a motorcycle quote Call Activity does not need to be filled out.

3. Activity ID Located in the top-right corner of the Follow-up

4. Pasting Activity ID Located near the bottom of the Scratch-sheet

5. Motorcycle Work Flows Raw New, Stand Alone Added motorcycle to existing Auto/Motorcycle HH Raw New auto and motorcycle quote

6. Raw New, Stand Alone motorcycle Create Customer, Scratch-sheet, Answer pre- eligibility questions Begin the quote using “Product selection” instead of “Auto Rate quote” *Important- Don’t select autos in DVA if quoting only a motorcycle

7. Stand Alone: Mutual vs. Standard Standard only: – CT, IA, MN, ND, NE, NJ, SD, WI Mutual potential: – ME, NH, NY, PA, VT NECHO automatically places all Stand Alone motorcycles in Standard - so you must refer to AUI when quoting Mutual potential states! Access AUI’s ‘non-private passenger ‘button to determine Mutual placement (ME, NH, NY, PA, VT) ONLY use for Mutual potential states!!

8. Non Private Passenger Message Only use if quoting in Mutual potential states: ME, NH, NY, PA, VT

9. Message for Mutual If a stand alone motorcycle in ME, NH, NY, PA, or VT meets the Mutual requirements – manually place motorcycle in Mutual. (ASE defaults all motorcycles to Standard)

10. Added Motorcycle To Existing Auto/Motorcycle Household Locate customer in QB Online, complete pre- eligibility questions in Scratch Sheet Auto Rate Quote, added vehicle- NECHO

11. Added Motorcycle To Existing Auto/Motorcycle Household Cont.

12. Added Motorcycle, New named Insured

13. Create a New, Separate Policy (multi-car states – PA, NJ)

14. Quoting Auto & Motorcycle First quote Auto, THEN quote Motorcycle Note the company placement for the auto quote – if auto is Mutual, manually place motorcycle into Mutual Still complete a Scratch-Sheet at the beginning of the call ASE will transfer HH information from Auto quote to Motorcycle quote…

15. Transition from Auto to Motorcycle Quote Pend Auto quote #4 Then #6 - “Complete another quote for same applicant”

16. Transition from Auto to Motorcycle Quote Select #2 - Motorcycle Previously entered information from Auto quote will pre-populate

17. Motorcycle Classification Any Auto Policy vs. State Farm Policy